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CARE ONE AT BIRCHWOOD LLC UNION EMPLOYEE 401(K) PLAN 401k Plan overview

Plan NameCARE ONE AT BIRCHWOOD LLC UNION EMPLOYEE 401(K) PLAN
Plan identification number 006

CARE ONE AT BIRCHWOOD LLC UNION EMPLOYEE 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

CARE ONE AT BIRCHWOOD, LLC has sponsored the creation of one or more 401k plans.

Company Name:CARE ONE AT BIRCHWOOD, LLC
Employer identification number (EIN):223708455
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARE ONE AT BIRCHWOOD LLC UNION EMPLOYEE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01SUELLEN KERWIN2023-10-10
0062021-01-01SUELLEN KERWIN2022-09-29 SUELLEN KERWIN2022-09-29
0062021-01-01SUELLEN KERWIN2022-09-29 SUELLEN KERWIN2022-09-29
0062020-01-01THOMAS A MCKINNEY2021-09-27 THOMAS A MCKINNEY2021-09-27
0062019-01-01HARRIET SARNA2020-10-05 HARRIET SARNA2020-10-05
0062018-01-01HARRIET SARNA2019-09-05 HARRIET SARNA2019-09-05

Plan Statistics for CARE ONE AT BIRCHWOOD LLC UNION EMPLOYEE 401(K) PLAN

401k plan membership statisitcs for CARE ONE AT BIRCHWOOD LLC UNION EMPLOYEE 401(K) PLAN

Measure Date Value
2025: CARE ONE AT BIRCHWOOD LLC UNION EMPLOYEE 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1443
Total number of particpants at end of year2025-10-1457
Number of Participants With Account Balances2025-10-1419
2022: CARE ONE AT BIRCHWOOD LLC UNION EMPLOYEE 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-2942
Total number of particpants at end of year2022-09-2939
Number of Participants With Account Balances2022-09-2917

Financial Data on CARE ONE AT BIRCHWOOD LLC UNION EMPLOYEE 401(K) PLAN

Measure Date Value
2025 : CARE ONE AT BIRCHWOOD LLC UNION EMPLOYEE 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-14400
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-1426111
Net assets as of the end of the plan year2025-10-14156629
Total assets as of the beginning of the plan year2025-10-14134280
Value of plan covered by a fidelity bond2025-10-145000000
Participant contributions to plan in this plan year2025-10-1428231
Value of participant loans at end of plan year2025-10-1430541
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-1415294
Other income to plan in this plan year2025-10-1427
Plan net income in this plan year2025-10-1421949
Net assets as of the end of the plan year2025-10-14156629
Net assets as of the beginning of the plan year2025-10-14134280
Employer contributions to plan in this plan year2025-10-144508
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-142517
2022 : CARE ONE AT BIRCHWOOD LLC UNION EMPLOYEE 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-296026
Net assets as of the end of the plan year2022-09-29132070
Total assets as of the beginning of the plan year2022-09-29100558
Value of plan covered by a fidelity bond2022-09-293500000
Participant contributions to plan in this plan year2022-09-2923844
Value of participant loans at end of plan year2022-09-2912531
Other income to plan in this plan year2022-09-2910317
Plan net income in this plan year2022-09-2931512
Net assets as of the end of the plan year2022-09-29132070
Net assets as of the beginning of the plan year2022-09-29100558
Employer contributions to plan in this plan year2022-09-293377
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-29973

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