?>
Logo

PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NamePRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 003

PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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.
  • 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

PHI D/B/A PRESBYTERIAN SENIOR LIVING has sponsored the creation of one or more 401k plans.

Company Name:PHI D/B/A PRESBYTERIAN SENIOR LIVING
Employer identification number (EIN):231381404
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01RAELENE GERVINSKI2023-09-12
0032021-01-01RAELENE GERVINSKI2022-08-10
0032020-01-01RAELENE GERVINSKI2021-08-31
0032019-01-01RAELENE GERVINSKI2020-07-10
0032019-01-01RAELENE GERVINSKI2019-07-10
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01JEFFREY DAVIS
0032013-01-01JEFFREY DAVIS
0032012-01-01JEFFREY DAVIS
0032011-01-01RAELENE GERVINSKI
0032009-01-01GEORGE YOUCIS

Plan Statistics for PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,902
Total number of active participants reported on line 7a of the Form 55002022-01-011,217
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01327
Total of all active and inactive participants2022-01-011,544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0113
Total participants2022-01-011,557
Number of participants with account balances2022-01-011,482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0196
2021: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,083
Total number of active participants reported on line 7a of the Form 55002021-01-011,333
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01472
Total of all active and inactive participants2021-01-011,805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-011,816
Number of participants with account balances2021-01-011,758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01203
2020: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,092
Total number of active participants reported on line 7a of the Form 55002020-01-011,655
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01256
Total of all active and inactive participants2020-01-011,911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-011,916
Number of participants with account balances2020-01-011,886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01120
2019: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,051
Total number of active participants reported on line 7a of the Form 55002019-01-011,668
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01246
Total of all active and inactive participants2019-01-011,914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-011,925
Number of participants with account balances2019-01-011,852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01119
2018: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,087
Total number of active participants reported on line 7a of the Form 55002018-01-011,662
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01237
Total of all active and inactive participants2018-01-011,899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-011,905
Number of participants with account balances2018-01-011,845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01138
2017: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,080
Total number of active participants reported on line 7a of the Form 55002017-01-011,653
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01247
Total of all active and inactive participants2017-01-011,900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,904
Number of participants with account balances2017-01-011,854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01116
2016: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,116
Total number of active participants reported on line 7a of the Form 55002016-01-011,681
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01220
Total of all active and inactive participants2016-01-011,901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,903
Number of participants with account balances2016-01-011,847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01148
2015: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,954
Total number of active participants reported on line 7a of the Form 55002015-01-011,576
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01151
Total of all active and inactive participants2015-01-011,727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,729
Number of participants with account balances2015-01-011,683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01133
2014: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,008
Total number of active participants reported on line 7a of the Form 55002014-01-011,664
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01141
Total of all active and inactive participants2014-01-011,805
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-011,810
Number of participants with account balances2014-01-011,761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01115
2013: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,981
Total number of active participants reported on line 7a of the Form 55002013-01-011,682
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01152
Total of all active and inactive participants2013-01-011,834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-011,838
Number of participants with account balances2013-01-011,798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01138
2012: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,079
Total number of active participants reported on line 7a of the Form 55002012-01-011,695
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01112
Total of all active and inactive participants2012-01-011,807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-011,813
Number of participants with account balances2012-01-011,785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0199
2011: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,030
Total number of active participants reported on line 7a of the Form 55002011-01-011,706
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01207
Total of all active and inactive participants2011-01-011,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-011,918
Number of participants with account balances2011-01-011,884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0195
2009: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,870
Total number of active participants reported on line 7a of the Form 55002009-01-011,693
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01119
Total of all active and inactive participants2009-01-011,812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-011,820
Number of participants with account balances2009-01-011,791
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01107

Financial Data on PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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$185,882
Total income from all sources (including contributions)2022-12-31$-3,373,895
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,822,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,673,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$534,917
Value of total assets at end of year2022-12-31$20,308,077
Value of total assets at beginning of year2022-12-31$26,690,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$149,596
Total interest from all sources2022-12-31$1,117
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$489,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$489,184
Administrative expenses professional fees incurred2022-12-31$70,349
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,196,764
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,308,077
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,504,841
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
Investment advisory and management fees2022-12-31$79,247
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,586,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,890,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$186,405
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$246,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$246,595
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,399,113
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
Contributions received in cash from employer2022-12-31$534,917
Employer contributions (assets) at end of year2022-12-31$534,917
Employer contributions (assets) at beginning of year2022-12-31$553,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,673,273
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$185,882
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 name2022-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2022-12-31231909723
2021 : PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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$185,882
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$3,617,374
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,305,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,149,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$553,323
Value of total assets at end of year2021-12-31$26,690,723
Value of total assets at beginning of year2021-12-31$27,193,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$155,979
Total interest from all sources2021-12-31$61
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$723,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$723,576
Administrative expenses professional fees incurred2021-12-31$61,969
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-688,218
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,504,841
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,193,059
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$94,010
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,890,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$26,209,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$246,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$258,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$258,420
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$61
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,340,414
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$553,323
Employer contributions (assets) at end of year2021-12-31$553,323
Employer contributions (assets) at beginning of year2021-12-31$725,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,149,613
Liabilities. Value of benefit claims payable at end of year2021-12-31$185,882
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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 name2021-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2021-12-31231909723
2020 : PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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$10,051
Total income from all sources (including contributions)2020-12-31$3,996,205
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,619,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,470,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$725,551
Value of total assets at end of year2020-12-31$27,193,059
Value of total assets at beginning of year2020-12-31$25,825,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$148,765
Total interest from all sources2020-12-31$468
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$605,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$605,857
Administrative expenses professional fees incurred2020-12-31$63,919
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$2,781
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,377,146
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,193,059
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,815,913
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$84,846
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$26,209,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$25,041,406
Interest on participant loans2020-12-31$67
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$258,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$135,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$135,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,664,329
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$725,551
Employer contributions (assets) at end of year2020-12-31$725,551
Employer contributions (assets) at beginning of year2020-12-31$646,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,470,294
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$10,051
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 name2020-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2020-12-31231909723
2019 : PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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$10,051
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$54,387
Total income from all sources (including contributions)2019-12-31$4,790,603
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,369,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,218,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$646,332
Value of total assets at end of year2019-12-31$25,825,964
Value of total assets at beginning of year2019-12-31$24,448,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$150,445
Total interest from all sources2019-12-31$4,342
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$710,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$710,940
Administrative expenses professional fees incurred2019-12-31$64,311
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Participant contributions at end of year2019-12-31$2,781
Participant contributions at beginning of year2019-12-31$6,123
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,421,522
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,815,913
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,394,391
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$86,134
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,041,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,834,379
Interest on participant loans2019-12-31$222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$135,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$608,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$608,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,428,989
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$646,332
Employer contributions (assets) at end of year2019-12-31$646,332
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,218,636
Liabilities. Value of benefit claims payable at end of year2019-12-31$10,051
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$54,387
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 name2019-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2019-12-31231909723
2018 : PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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$54,387
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-1,562,833
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,748,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,587,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$24,448,778
Value of total assets at beginning of year2018-12-31$28,706,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$161,899
Total interest from all sources2018-12-31$8,370
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$775,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$775,480
Administrative expenses professional fees incurred2018-12-31$66,004
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Participant contributions at end of year2018-12-31$6,123
Participant contributions at beginning of year2018-12-31$13,622
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,311,831
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,394,391
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,706,222
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$95,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,834,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,610,978
Interest on participant loans2018-12-31$493
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$608,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$139,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$139,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,346,683
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 contributions2018-12-31No
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$942,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,587,099
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$54,387
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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 name2018-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2018-12-31231909723
2017 : PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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$57
Total income from all sources (including contributions)2017-12-31$5,240,211
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,442,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,290,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,911,523
Value of total assets at end of year2017-12-31$28,706,222
Value of total assets at beginning of year2017-12-31$25,909,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$152,637
Total interest from all sources2017-12-31$1,669
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$748,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$748,941
Administrative expenses professional fees incurred2017-12-31$68,328
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Participant contributions at end of year2017-12-31$13,622
Participant contributions at beginning of year2017-12-31$36,156
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$57
Administrative expenses (other) incurred2017-12-31$350
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$443
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$2,797,243
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,706,222
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,908,979
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$83,959
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$27,610,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,747,657
Income. Interest from loans (other than to participants)2017-12-31$1,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$139,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$216,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$216,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,578,078
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,911,523
Employer contributions (assets) at end of year2017-12-31$942,266
Employer contributions (assets) at beginning of year2017-12-31$908,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,290,331
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2017-12-31231909723
2016 : PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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$57
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$3,964,721
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,947,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,774,640
Value of total corrective distributions2016-12-31$7,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,834,952
Value of total assets at end of year2016-12-31$25,909,036
Value of total assets at beginning of year2016-12-31$24,891,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$164,993
Total interest from all sources2016-12-31$2,851
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$651,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$651,911
Administrative expenses professional fees incurred2016-12-31$80,611
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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
Participant contributions at end of year2016-12-31$36,156
Participant contributions at beginning of year2016-12-31$74,887
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$57
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$443
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,017,627
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,908,979
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,891,352
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$84,382
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,747,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,346,450
Interest on participant loans2016-12-31$2,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$216,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,375,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,375,848
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,475,007
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$1,834,952
Employer contributions (assets) at end of year2016-12-31$908,692
Employer contributions (assets) at beginning of year2016-12-31$1,094,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,774,640
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2016-12-31231909723
2015 : PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$6,307,780
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$55,313
Total income from all sources (including contributions)2015-12-31$1,456,101
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,891,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,754,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,647,157
Value of total assets at end of year2015-12-31$24,891,352
Value of total assets at beginning of year2015-12-31$20,074,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$137,549
Total interest from all sources2015-12-31$22
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$443,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$443,874
Administrative expenses professional fees incurred2015-12-31$67,858
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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
Participant contributions at end of year2015-12-31$74,887
Participant contributions at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,435,776
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,891,352
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,019,348
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$69,691
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$22,346,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,942,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,375,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,271,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,271,554
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-634,952
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,647,157
Employer contributions (assets) at end of year2015-12-31$1,094,167
Employer contributions (assets) at beginning of year2015-12-31$860,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,754,328
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$55,313
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 name2015-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2015-12-31231909723
2014 : PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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$55,313
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$2,688,881
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,627,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,487,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,727,471
Value of total assets at end of year2014-12-31$20,074,661
Value of total assets at beginning of year2014-12-31$19,957,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$139,624
Total interest from all sources2014-12-31$22
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$455,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$455,358
Administrative expenses professional fees incurred2014-12-31$66,812
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$61,814
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,019,348
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,957,534
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$72,812
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,942,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,788,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,271,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,307,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,307,228
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$506,030
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
Contributions received in cash from employer2014-12-31$1,727,471
Employer contributions (assets) at end of year2014-12-31$860,463
Employer contributions (assets) at beginning of year2014-12-31$861,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,487,443
Liabilities. Value of benefit claims payable at end of year2014-12-31$55,313
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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 name2014-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2014-12-31231909723
2013 : PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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$312
Total income from all sources (including contributions)2013-12-31$4,400,961
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,703,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,574,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,710,766
Value of total assets at end of year2013-12-31$19,957,534
Value of total assets at beginning of year2013-12-31$17,260,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$129,491
Total interest from all sources2013-12-31$106
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$430,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$430,684
Administrative expenses professional fees incurred2013-12-31$64,804
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$312
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$312
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$2,697,204
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,957,534
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,260,330
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$64,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,788,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,256,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,307,228
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,170,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,170,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,259,405
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
Contributions received in cash from employer2013-12-31$1,710,766
Employer contributions (assets) at end of year2013-12-31$861,620
Employer contributions (assets) at beginning of year2013-12-31$833,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,574,266
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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 name2013-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2013-12-31231909723
2012 : PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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$312
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$814
Total income from all sources (including contributions)2012-12-31$3,278,263
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,646,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,535,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,684,171
Value of total assets at end of year2012-12-31$17,260,642
Value of total assets at beginning of year2012-12-31$15,629,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$111,133
Total interest from all sources2012-12-31$110
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$452,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$452,868
Administrative expenses professional fees incurred2012-12-31$55,026
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$312
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$312
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,631,638
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,260,330
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,628,692
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$56,107
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,256,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,884,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,170,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$999,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$999,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,141,114
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
Contributions received in cash from employer2012-12-31$1,678,708
Employer contributions (assets) at end of year2012-12-31$833,493
Employer contributions (assets) at beginning of year2012-12-31$1,744,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,535,492
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$814
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 name2012-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2012-12-31231909723
2011 : PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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$814
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$2,640,070
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,159,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,055,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,638,393
Value of total assets at end of year2011-12-31$15,629,506
Value of total assets at beginning of year2011-12-31$14,147,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$103,519
Total interest from all sources2011-12-31$113
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$400,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$400,636
Administrative expenses professional fees incurred2011-12-31$53,740
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$147,480
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$1,480,840
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,628,692
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,147,852
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$49,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,884,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,200,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$999,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,087,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,087,609
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-399,072
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
Contributions received in cash from employer2011-12-31$2,490,913
Employer contributions (assets) at end of year2011-12-31$1,744,770
Employer contributions (assets) at beginning of year2011-12-31$859,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,055,711
Liabilities. Value of benefit claims payable at end of year2011-12-31$814
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 name2011-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2011-12-31231909723
2010 : PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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$2,984,193
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,765,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,662,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,596,016
Value of total assets at end of year2010-12-31$14,147,852
Value of total assets at beginning of year2010-12-31$12,928,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$102,874
Total interest from all sources2010-12-31$113
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$307,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$307,205
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$58,286
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at beginning of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,219,115
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,147,852
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,928,737
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
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$44,588
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,200,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,931,104
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,087,609
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,160,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,160,070
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$113
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,080,859
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
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$1,596,016
Employer contributions (assets) at end of year2010-12-31$859,650
Employer contributions (assets) at beginning of year2010-12-31$837,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,662,204
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31MCKONLY & ASBURY, LLP
Accountancy firm EIN2010-12-31231909723

Form 5500 Responses for PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN

2022: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PRESBYTERIAN SENIOR LIVING DEFINED CONTRIBUTION 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3