401k Plan data: SENIOR CARE GROUP 401(K) PLAN plan

SENIOR CARE GROUP 401(K) PLAN 401k Plan overview

Plan Name	SENIOR CARE GROUP 401(K) PLAN
Plan identification number	001

SENIOR CARE GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

SENIOR CARE GROUP has sponsored the creation of one or more 401k plans.

Company Name: SENIOR CARE GROUP

Employer identification number (EIN): 222266006

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SENIOR CARE GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 SARA CHARRETT
001 2011-01-01 SARA CHARRETT KATHY CHUDOW 2012-09-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	SARA CHARRETT
001	2011-01-01	SARA CHARRETT		KATHY CHUDOW	2012-09-25

Plan Statistics for SENIOR CARE GROUP 401(K) PLAN

401k plan membership statisitcs for SENIOR CARE GROUP 401(K) PLAN

Measure Date Value
2012: SENIOR CARE GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,589
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,299
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 67
Total of all active and inactive participants 2012-01-01 2,367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2,367
Number of participants with account balances 2012-01-01 2,300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 65
2011: SENIOR CARE GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,594
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,556
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2,556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2,556
Number of participants with account balances 2011-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2012: SENIOR CARE GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,589
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,299
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	67
Total of all active and inactive participants	2012-01-01	2,367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2,367
Number of participants with account balances	2012-01-01	2,300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	65
2011: SENIOR CARE GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,594
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,556
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2,556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2,556
Number of participants with account balances	2011-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on SENIOR CARE GROUP 401(K) PLAN

Measure	Date	Value
2012 : SENIOR CARE GROUP 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,001,102
Total of all expenses incurred	2012-12-31	$642,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$614,930
Value of total corrective distributions	2012-12-31	$24,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$673,994
Value of total assets at end of year	2012-12-31	$3,277,682
Value of total assets at beginning of year	2012-12-31	$2,918,953
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,863
Total interest from all sources	2012-12-31	$25,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$560,101
Participant contributions at end of year	2012-12-31	$152,921
Participant contributions at beginning of year	2012-12-31	$210,993
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$24,657
Administrative expenses (other) incurred	2012-12-31	$2,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$358,729
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,277,682
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,918,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,523,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,206,038
Interest on participant loans	2012-12-31	$8,697
Interest earned on other investments	2012-12-31	$16,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$601,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$501,922
Net investment gain/loss from pooled separate accounts	2012-12-31	$301,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$89,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$614,930
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PDR CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN	2012-12-31	591687531
2011 : SENIOR CARE GROUP 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$645,138
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$689,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$660,138
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$26,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$671,335
Value of total assets at end of year	2011-12-31	$2,918,953
Value of total assets at beginning of year	2011-12-31	$2,963,065
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,133
Total interest from all sources	2011-12-31	$24,578
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 year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$563,676
Participant contributions at end of year	2011-12-31	$210,993
Participant contributions at beginning of year	2011-12-31	$206,700
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$10,000
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$2,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-44,112
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,918,953
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,963,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,206,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,167,882
Value of interest in pooled separate accounts at end of year	2011-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$7,295
Interest earned on other investments	2011-12-31	$17,283
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$501,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$588,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$-50,775
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$0
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$97,659
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$660,138
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PDR CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN	2011-12-31	591687531
2010 : SENIOR CARE GROUP 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$1,088,824
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$515,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$504,320
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$7,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$799,342
Value of total assets at end of year	2010-12-31	$2,963,065
Value of total assets at beginning of year	2010-12-31	$2,390,034
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,628
Total interest from all sources	2010-12-31	$16,536
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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$613,561
Participant contributions at end of year	2010-12-31	$206,700
Participant contributions at beginning of year	2010-12-31	$138,806
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$79,654
Other income not declared elsewhere	2010-12-31	$13,296
Administrative expenses (other) incurred	2010-12-31	$3,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$573,031
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,963,065
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,390,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,167,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,382,146
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$5,686
Interest earned on other investments	2010-12-31	$10,850
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$869,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$588,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,409
Net investment gain/loss from pooled separate accounts	2010-12-31	$247,300
Net investment gain or loss from common/collective trusts	2010-12-31	$10,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$106,127
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$504,320
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PDR CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN	2010-12-31	591687531

Form 5500 Responses for SENIOR CARE GROUP 401(K) PLAN

2012: SENIOR CARE GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: SENIOR CARE GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	SENIOR CARE GROUP
Employer identification number (EIN):	222266006
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities