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PRESBYTERIAN SENIOR LIVING 403(B) PLAN 401k Plan overview

Plan NamePRESBYTERIAN SENIOR LIVING 403(B) PLAN
Plan identification number 004

PRESBYTERIAN SENIOR LIVING 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

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 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01RAELENE GERVINSKI2023-09-11
0042021-01-01RAELENE GERVINSKI2022-08-09
0042020-01-01RAELENE GERVINSKI2021-08-31
0042019-01-01RAELENE GERVINSKI2020-07-10
0042018-01-01
0042017-01-01
0042016-01-01
0042015-01-01
0042014-01-01JEFFREY DAVIS
0042013-01-01JEFFREY DAVIS
0042012-01-01JEFFREY DAVIS
0042011-01-01RAELENE GERVINSKI
0042010-01-01GREGORY METZLER
0042009-01-01GEORGE YOUCIS

Plan Statistics for PRESBYTERIAN SENIOR LIVING 403(B) PLAN

401k plan membership statisitcs for PRESBYTERIAN SENIOR LIVING 403(B) PLAN

Measure Date Value
2022: PRESBYTERIAN SENIOR LIVING 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,145
Total number of active participants reported on line 7a of the Form 55002022-01-011,985
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01180
Total of all active and inactive participants2022-01-012,165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-012,167
Number of participants with account balances2022-01-01732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PRESBYTERIAN SENIOR LIVING 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,648
Total number of active participants reported on line 7a of the Form 55002021-01-011,957
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01187
Total of all active and inactive participants2021-01-012,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-012,145
Number of participants with account balances2021-01-01796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PRESBYTERIAN SENIOR LIVING 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,822
Total number of active participants reported on line 7a of the Form 55002020-01-012,510
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01137
Total of all active and inactive participants2020-01-012,647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-012,648
Number of participants with account balances2020-01-01849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PRESBYTERIAN SENIOR LIVING 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,795
Total number of active participants reported on line 7a of the Form 55002019-01-012,691
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01129
Total of all active and inactive participants2019-01-012,820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-012,822
Number of participants with account balances2019-01-01853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PRESBYTERIAN SENIOR LIVING 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,759
Total number of active participants reported on line 7a of the Form 55002018-01-012,682
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01112
Total of all active and inactive participants2018-01-012,794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-012,795
Number of participants with account balances2018-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PRESBYTERIAN SENIOR LIVING 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,940
Total number of active participants reported on line 7a of the Form 55002017-01-012,617
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01142
Total of all active and inactive participants2017-01-012,759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,759
Number of participants with account balances2017-01-01863
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PRESBYTERIAN SENIOR LIVING 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,976
Total number of active participants reported on line 7a of the Form 55002016-01-012,684
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01256
Total of all active and inactive participants2016-01-012,940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,940
Number of participants with account balances2016-01-01948
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PRESBYTERIAN SENIOR LIVING 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,816
Total number of active participants reported on line 7a of the Form 55002015-01-012,457
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01260
Total of all active and inactive participants2015-01-012,717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,717
Number of participants with account balances2015-01-01851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PRESBYTERIAN SENIOR LIVING 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,903
Total number of active participants reported on line 7a of the Form 55002014-01-012,581
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01233
Total of all active and inactive participants2014-01-012,814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-012,816
Number of participants with account balances2014-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PRESBYTERIAN SENIOR LIVING 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,927
Total number of active participants reported on line 7a of the Form 55002013-01-012,685
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01218
Total of all active and inactive participants2013-01-012,903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,903
Number of participants with account balances2013-01-01845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PRESBYTERIAN SENIOR LIVING 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,926
Total number of active participants reported on line 7a of the Form 55002012-01-012,758
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01169
Total of all active and inactive participants2012-01-012,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,927
Number of participants with account balances2012-01-01791
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PRESBYTERIAN SENIOR LIVING 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,922
Total number of active participants reported on line 7a of the Form 55002011-01-012,738
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01187
Total of all active and inactive participants2011-01-012,925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-012,926
Number of participants with account balances2011-01-01786
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PRESBYTERIAN SENIOR LIVING 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,831
Total number of active participants reported on line 7a of the Form 55002010-01-012,740
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01181
Total of all active and inactive participants2010-01-012,921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-012,922
Number of participants with account balances2010-01-01722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PRESBYTERIAN SENIOR LIVING 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,813
Total number of active participants reported on line 7a of the Form 55002009-01-012,683
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01148
Total of all active and inactive participants2009-01-012,831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,831
Number of participants with account balances2009-01-01681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PRESBYTERIAN SENIOR LIVING 403(B) PLAN

Measure Date Value
2022 : PRESBYTERIAN SENIOR LIVING 403(B) 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$1,481
Total income from all sources (including contributions)2022-12-31$-1,442,942
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,162,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,034,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,727,702
Value of total assets at end of year2022-12-31$22,647,965
Value of total assets at beginning of year2022-12-31$27,254,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$127,414
Total interest from all sources2022-12-31$21,192
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$530,602
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$530,602
Administrative expenses professional fees incurred2022-12-31$37,276
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
Contributions received from participants2022-12-31$2,271,187
Participant contributions at end of year2022-12-31$416,548
Participant contributions at beginning of year2022-12-31$422,425
Participant contributions at end of year2022-12-31$78,364
Participant contributions at beginning of year2022-12-31$84,888
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$456,515
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$6,726
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$6,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,481
Administrative expenses (other) incurred2022-12-31$6,150
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,604,975
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,647,965
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,252,940
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$83,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,859,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,368,439
Interest on participant loans2022-12-31$17,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$286,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$371,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$371,784
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,722,438
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,034,619
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$0
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 403(B) 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$1,481
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$5,721,821
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,465,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,330,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,447,247
Value of total assets at end of year2021-12-31$27,254,421
Value of total assets at beginning of year2021-12-31$24,997,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$135,015
Total interest from all sources2021-12-31$17,860
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$766,202
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$766,202
Administrative expenses professional fees incurred2021-12-31$36,943
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
Contributions received from participants2021-12-31$2,380,544
Participant contributions at end of year2021-12-31$422,425
Participant contributions at beginning of year2021-12-31$372,139
Participant contributions at end of year2021-12-31$84,888
Participant contributions at beginning of year2021-12-31$83,438
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$66,703
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$6,885
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$7,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,481
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$7,650
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$2,255,865
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,252,940
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,997,075
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$90,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$26,368,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,006,221
Interest on participant loans2021-12-31$17,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$371,784
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$528,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$528,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,490,512
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,330,941
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
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 403(B) 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$685
Total income from all sources (including contributions)2020-12-31$5,984,527
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,348,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,227,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,904,147
Value of total assets at end of year2020-12-31$24,997,075
Value of total assets at beginning of year2020-12-31$21,361,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$120,548
Total interest from all sources2020-12-31$20,259
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$602,838
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$602,838
Administrative expenses professional fees incurred2020-12-31$39,354
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
Contributions received from participants2020-12-31$2,515,962
Participant contributions at end of year2020-12-31$372,139
Participant contributions at beginning of year2020-12-31$370,950
Participant contributions at end of year2020-12-31$83,438
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$388,185
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$7,250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$8,850
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$3,636,175
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,997,075
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,360,900
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$72,344
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,006,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,822,646
Interest on participant loans2020-12-31$19,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$528,027
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$167,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$167,989
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,457,283
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,227,804
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$685
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 403(B) 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$685
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,627
Total income from all sources (including contributions)2019-12-31$5,817,079
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,385,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,275,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,401,136
Value of total assets at end of year2019-12-31$21,361,585
Value of total assets at beginning of year2019-12-31$17,944,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$109,806
Total interest from all sources2019-12-31$26,255
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$590,015
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$590,015
Administrative expenses professional fees incurred2019-12-31$36,074
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
Contributions received from participants2019-12-31$2,227,590
Participant contributions at end of year2019-12-31$370,950
Participant contributions at beginning of year2019-12-31$400,133
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$173,546
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$14,150
Administrative expenses (other) incurred2019-12-31$7,800
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$477
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$3,431,350
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,360,900
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,929,550
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$65,932
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,822,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,118,707
Interest on participant loans2019-12-31$21,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$167,989
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$424,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$424,860
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,799,673
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,275,923
Liabilities. Value of benefit claims payable at end of year2019-12-31$685
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$477
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 403(B) 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$14,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$49,671
Total income from all sources (including contributions)2018-12-31$1,194,516
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,771,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,664,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,388,510
Value of total assets at end of year2018-12-31$17,944,177
Value of total assets at beginning of year2018-12-31$18,555,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$107,056
Total interest from all sources2018-12-31$22,337
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$595,968
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$595,968
Administrative expenses professional fees incurred2018-12-31$36,958
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
Contributions received from participants2018-12-31$2,074,305
Participant contributions at end of year2018-12-31$400,133
Participant contributions at beginning of year2018-12-31$334,230
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$314,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$14,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$42,150
Administrative expenses (other) incurred2018-12-31$6,750
Total non interest bearing cash at end of year2018-12-31$477
Total non interest bearing cash at beginning of year2018-12-31$26,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-576,578
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,929,550
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,506,128
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$63,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,118,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,100,442
Interest on participant loans2018-12-31$16,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$424,860
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$94,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$94,723
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,812,299
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,664,038
Liabilities. Value of benefit claims payable at end of year2018-12-31$477
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$7,521
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 403(B) 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$49,671
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$606
Total income from all sources (including contributions)2017-12-31$4,571,414
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,427,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,331,566
Value of total corrective distributions2017-12-31$845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,295,486
Value of total assets at end of year2017-12-31$18,555,799
Value of total assets at beginning of year2017-12-31$15,363,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$95,315
Total interest from all sources2017-12-31$11,070
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$529,504
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$529,504
Administrative expenses professional fees incurred2017-12-31$37,829
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
Contributions received from participants2017-12-31$2,039,460
Participant contributions at end of year2017-12-31$334,230
Participant contributions at beginning of year2017-12-31$222,663
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$256,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$42,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$5,700
Total non interest bearing cash at end of year2017-12-31$26,404
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,143,688
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,506,128
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,362,440
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$51,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,100,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,986,009
Interest on participant loans2017-12-31$10,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$94,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$154,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$154,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,735,354
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,331,566
Liabilities. Value of benefit claims payable at end of year2017-12-31$7,521
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$606
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 403(B) 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$606
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$3,138,902
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,314,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,221,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,890,751
Value of total assets at end of year2016-12-31$15,363,046
Value of total assets at beginning of year2016-12-31$13,538,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$93,792
Total interest from all sources2016-12-31$9,236
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$394,379
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$394,379
Administrative expenses professional fees incurred2016-12-31$38,106
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 period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,823,074
Participant contributions at end of year2016-12-31$222,663
Participant contributions at beginning of year2016-12-31$209,625
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$67,677
Administrative expenses (other) incurred2016-12-31$4,350
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$55,781
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$1,823,932
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,362,440
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,538,508
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$51,336
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,986,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,452,958
Interest on participant loans2016-12-31$8,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$154,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$820,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$820,144
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$844,536
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,221,178
Liabilities. Value of benefit claims payable at end of year2016-12-31$606
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$252
Total income from all sources (including contributions)2015-12-31$1,415,445
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,493,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,406,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,547,640
Value of total assets at end of year2015-12-31$13,538,508
Value of total assets at beginning of year2015-12-31$13,617,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$87,323
Total interest from all sources2015-12-31$7,672
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$359,251
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$359,251
Administrative expenses professional fees incurred2015-12-31$33,919
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 period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,515,443
Participant contributions at end of year2015-12-31$209,625
Participant contributions at beginning of year2015-12-31$191,226
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$32,197
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
Administrative expenses (other) incurred2015-12-31$4,050
Total non interest bearing cash at end of year2015-12-31$55,781
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-78,459
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,538,508
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,616,967
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$49,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,452,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,670,454
Interest on participant loans2015-12-31$7,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$820,144
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$755,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$755,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-499,118
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,406,581
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$252
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 403(B) 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$252
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$2,208,790
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$988,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$902,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,543,438
Value of total assets at end of year2014-12-31$13,617,219
Value of total assets at beginning of year2014-12-31$12,397,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$85,931
Total interest from all sources2014-12-31$7,509
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$360,631
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$360,631
Administrative expenses professional fees incurred2014-12-31$34,715
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
Contributions received from participants2014-12-31$1,511,778
Participant contributions at end of year2014-12-31$191,226
Participant contributions at beginning of year2014-12-31$167,566
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$31,660
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$4,050
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$54,047
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$1,219,893
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,616,967
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,397,074
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$47,166
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,670,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,445,513
Interest on participant loans2014-12-31$7,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$755,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$729,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$729,948
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$297,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$902,966
Liabilities. Value of benefit claims payable at end of year2014-12-31$252
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 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,492,583
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$958,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$883,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,675,505
Value of total assets at end of year2013-12-31$12,397,074
Value of total assets at beginning of year2013-12-31$9,863,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$75,228
Total interest from all sources2013-12-31$4,440
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$323,141
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$323,141
Administrative expenses professional fees incurred2013-12-31$32,524
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
Contributions received from participants2013-12-31$1,523,500
Participant contributions at end of year2013-12-31$167,566
Participant contributions at beginning of year2013-12-31$88,731
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$54,917
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$151,745
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,639
Administrative expenses (other) incurred2013-12-31$3,600
Total non interest bearing cash at end of year2013-12-31$54,047
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,533,870
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,397,074
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,863,204
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$39,104
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,445,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,144,578
Interest on participant loans2013-12-31$4,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$729,948
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$573,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$573,339
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$55
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,489,497
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$260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$883,485
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 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,233
Total income from all sources (including contributions)2012-12-31$2,461,933
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$870,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$811,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,457,792
Value of total assets at end of year2012-12-31$9,863,204
Value of total assets at beginning of year2012-12-31$8,273,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$58,887
Total interest from all sources2012-12-31$3,611
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$272,511
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$272,511
Administrative expenses professional fees incurred2012-12-31$24,038
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
Contributions received from participants2012-12-31$1,429,278
Participant contributions at end of year2012-12-31$88,731
Participant contributions at beginning of year2012-12-31$93,820
Participant contributions at end of year2012-12-31$54,917
Participant contributions at beginning of year2012-12-31$45,529
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$28,514
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,639
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,433
Administrative expenses (other) incurred2012-12-31$2,850
Total non interest bearing cash at end of year2012-12-31$0
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$1,591,663
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,863,204
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,271,541
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$31,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,144,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,673,437
Interest on participant loans2012-12-31$3,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$573,339
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$459,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$459,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$728,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$811,383
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$2,233
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 403(B) 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$2,233
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$1,266,931
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$502,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$446,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,374,386
Value of total assets at end of year2011-12-31$8,273,774
Value of total assets at beginning of year2011-12-31$7,506,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$55,530
Total interest from all sources2011-12-31$3,087
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$235,272
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$235,272
Administrative expenses professional fees incurred2011-12-31$24,088
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
Contributions received from participants2011-12-31$1,238,964
Participant contributions at end of year2011-12-31$93,820
Participant contributions at beginning of year2011-12-31$58,877
Participant contributions at end of year2011-12-31$45,529
Participant contributions at beginning of year2011-12-31$43,123
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$135,422
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,433
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$973
Administrative expenses (other) incurred2011-12-31$3,450
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$5
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$764,778
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,271,541
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,506,763
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$27,992
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,673,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,991,725
Interest on participant loans2011-12-31$3,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$459,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$412,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$412,060
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$43
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-345,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$446,623
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,233
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 403(B) 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$1,996,169
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$815,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$766,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,144,051
Value of total assets at end of year2010-12-31$7,506,763
Value of total assets at beginning of year2010-12-31$6,326,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$49,074
Total interest from all sources2010-12-31$2,050
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$170,344
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$170,344
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$23,014
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
Contributions received from participants2010-12-31$1,116,952
Participant contributions at end of year2010-12-31$58,877
Participant contributions at beginning of year2010-12-31$45,164
Participant contributions at end of year2010-12-31$43,123
Participant contributions at beginning of year2010-12-31$38,528
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,259
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$973
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$923
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$2,250
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$5
Total non interest bearing cash at beginning of year2010-12-31$229
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$1,180,458
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,506,763
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,326,305
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$23,810
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,991,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,806,339
Interest on participant loans2010-12-31$2,007
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$412,060
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$435,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$435,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$43
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$679,724
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$7,840
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$766,637
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 403(B) PLAN

2022: PRESBYTERIAN SENIOR LIVING 403(B) 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 403(B) 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 403(B) 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 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PRESBYTERIAN SENIOR LIVING 403(B) 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 403(B) 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 403(B) 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 403(B) 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 403(B) 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 403(B) 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 403(B) 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 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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
2010: PRESBYTERIAN SENIOR LIVING 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PRESBYTERIAN SENIOR LIVING 403(B) 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

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