401k Plan data: WILLOW VALLEY COMMUNITIES 401(K) PLAN plan

WILLOW VALLEY COMMUNITIES 401(K) PLAN 401k Plan overview

Plan Name	WILLOW VALLEY COMMUNITIES 401(K) PLAN
Plan identification number	001

WILLOW VALLEY COMMUNITIES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

WILLOW VALLEY COMMUNITIES has sponsored the creation of one or more 401k plans.

Company Name: WILLOW VALLEY COMMUNITIES

Employer identification number (EIN): 232226098

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLOW VALLEY COMMUNITIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 SCOTT R. SUMMY
001 2016-01-01 SCOTT R. SUMMY
001 2015-01-01 SCOTT R. SUMMY
001 2014-01-01 ROBERT C RUSH ROBERT C RUSH 2015-10-12
001 2013-01-01 ROBERT C RUSH ROBERT C RUSH 2014-10-13
001 2012-01-01 ROBERT C RUSH
001 2011-01-01 ROBERT C RUSH ROBERT C RUSH 2012-10-12
001 2010-01-01 ROBERT RUSH ROBERT RUSH 2011-10-17
001 2009-01-01 ROBERT C RUSH

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	SCOTT R. SUMMY
001	2016-01-01	SCOTT R. SUMMY
001	2015-01-01	SCOTT R. SUMMY
001	2014-01-01	ROBERT C RUSH	ROBERT C RUSH	2015-10-12
001	2013-01-01	ROBERT C RUSH	ROBERT C RUSH	2014-10-13
001	2012-01-01	ROBERT C RUSH
001	2011-01-01	ROBERT C RUSH	ROBERT C RUSH	2012-10-12
001	2010-01-01	ROBERT RUSH	ROBERT RUSH	2011-10-17
001	2009-01-01	ROBERT C RUSH

Plan Statistics for WILLOW VALLEY COMMUNITIES 401(K) PLAN

401k plan membership statisitcs for WILLOW VALLEY COMMUNITIES 401(K) PLAN

Measure Date Value
2022: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 992
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 863
Number of retired or separated participants receiving benefits 2022-01-01 15
Number of other retired or separated participants entitled to future benefits 2022-01-01 110
Total of all active and inactive participants 2022-01-01 988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 988
Number of participants with account balances 2022-01-01 552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 17
2021: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,055
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 908
Number of retired or separated participants receiving benefits 2021-01-01 10
Number of other retired or separated participants entitled to future benefits 2021-01-01 93
Total of all active and inactive participants 2021-01-01 1,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,011
Number of participants with account balances 2021-01-01 528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 23
2020: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,038
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 942
Number of retired or separated participants receiving benefits 2020-01-01 10
Number of other retired or separated participants entitled to future benefits 2020-01-01 84
Total of all active and inactive participants 2020-01-01 1,036
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 1,038
Number of participants with account balances 2020-01-01 541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,008
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 927
Number of retired or separated participants receiving benefits 2019-01-01 9
Number of other retired or separated participants entitled to future benefits 2019-01-01 77
Total of all active and inactive participants 2019-01-01 1,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,013
Number of participants with account balances 2019-01-01 523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 873
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 772
Number of retired or separated participants receiving benefits 2018-01-01 6
Number of other retired or separated participants entitled to future benefits 2018-01-01 69
Total of all active and inactive participants 2018-01-01 847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 847
Number of participants with account balances 2018-01-01 491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 18
2017: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 886
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 757
Number of retired or separated participants receiving benefits 2017-01-01 8
Number of other retired or separated participants entitled to future benefits 2017-01-01 69
Total of all active and inactive participants 2017-01-01 834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 834
Number of participants with account balances 2017-01-01 490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 10
2016: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 861
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 761
Number of retired or separated participants receiving benefits 2016-01-01 6
Number of other retired or separated participants entitled to future benefits 2016-01-01 84
Total of all active and inactive participants 2016-01-01 851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 851
Number of participants with account balances 2016-01-01 497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 15
2015: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 791
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 771
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 66
Total of all active and inactive participants 2015-01-01 837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 837
Number of participants with account balances 2015-01-01 486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 852
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 790
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 64
Total of all active and inactive participants 2014-01-01 854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 854
Number of participants with account balances 2014-01-01 489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 10
2013: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 839
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 753
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 58
Total of all active and inactive participants 2013-01-01 811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 811
Number of participants with account balances 2013-01-01 478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 6
2012: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 827
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 767
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 41
Total of all active and inactive participants 2012-01-01 808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 808
Number of participants with account balances 2012-01-01 440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 854
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 755
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 48
Total of all active and inactive participants 2011-01-01 803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 803
Number of participants with account balances 2011-01-01 411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 12
2010: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 854
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 774
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 42
Total of all active and inactive participants 2010-01-01 816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 816
Number of participants with account balances 2010-01-01 406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 5
2009: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 715
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 773
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 37
Total of all active and inactive participants 2009-01-01 810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 810
Number of participants with account balances 2009-01-01 429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2022: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	992
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	863
Number of retired or separated participants receiving benefits	2022-01-01	15
Number of other retired or separated participants entitled to future benefits	2022-01-01	110
Total of all active and inactive participants	2022-01-01	988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	988
Number of participants with account balances	2022-01-01	552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	17
2021: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,055
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	908
Number of retired or separated participants receiving benefits	2021-01-01	10
Number of other retired or separated participants entitled to future benefits	2021-01-01	93
Total of all active and inactive participants	2021-01-01	1,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,011
Number of participants with account balances	2021-01-01	528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	23
2020: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,038
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	942
Number of retired or separated participants receiving benefits	2020-01-01	10
Number of other retired or separated participants entitled to future benefits	2020-01-01	84
Total of all active and inactive participants	2020-01-01	1,036
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	1,038
Number of participants with account balances	2020-01-01	541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,008
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	927
Number of retired or separated participants receiving benefits	2019-01-01	9
Number of other retired or separated participants entitled to future benefits	2019-01-01	77
Total of all active and inactive participants	2019-01-01	1,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,013
Number of participants with account balances	2019-01-01	523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	873
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	772
Number of retired or separated participants receiving benefits	2018-01-01	6
Number of other retired or separated participants entitled to future benefits	2018-01-01	69
Total of all active and inactive participants	2018-01-01	847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	847
Number of participants with account balances	2018-01-01	491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	18
2017: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	886
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	757
Number of retired or separated participants receiving benefits	2017-01-01	8
Number of other retired or separated participants entitled to future benefits	2017-01-01	69
Total of all active and inactive participants	2017-01-01	834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	834
Number of participants with account balances	2017-01-01	490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	10
2016: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	861
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	761
Number of retired or separated participants receiving benefits	2016-01-01	6
Number of other retired or separated participants entitled to future benefits	2016-01-01	84
Total of all active and inactive participants	2016-01-01	851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	851
Number of participants with account balances	2016-01-01	497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	15
2015: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	791
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	771
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	66
Total of all active and inactive participants	2015-01-01	837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	837
Number of participants with account balances	2015-01-01	486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	852
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	790
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	64
Total of all active and inactive participants	2014-01-01	854
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	854
Number of participants with account balances	2014-01-01	489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	10
2013: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	839
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	753
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	58
Total of all active and inactive participants	2013-01-01	811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	811
Number of participants with account balances	2013-01-01	478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	6
2012: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	827
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	767
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	41
Total of all active and inactive participants	2012-01-01	808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	808
Number of participants with account balances	2012-01-01	440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	854
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	755
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	48
Total of all active and inactive participants	2011-01-01	803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	803
Number of participants with account balances	2011-01-01	411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	12
2010: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	854
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	774
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	42
Total of all active and inactive participants	2010-01-01	816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	816
Number of participants with account balances	2010-01-01	406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	5
2009: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	715
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	773
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	37
Total of all active and inactive participants	2009-01-01	810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	810
Number of participants with account balances	2009-01-01	429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on WILLOW VALLEY COMMUNITIES 401(K) PLAN

Measure	Date	Value
2022 : WILLOW VALLEY COMMUNITIES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$46,243
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$1,201
Total income from all sources (including contributions)	2022-12-31	$-3,430,928
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,671,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,509,710
Expenses. Certain deemed distributions of participant loans	2022-12-31	$45,513
Value of total corrective distributions	2022-12-31	$6,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,233,969
Value of total assets at end of year	2022-12-31	$26,194,801
Value of total assets at beginning of year	2022-12-31	$32,252,518
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$110,101
Total interest from all sources	2022-12-31	$31,547
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,239,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,239,596
Administrative expenses professional fees incurred	2022-12-31	$110,101
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,656,604
Participant contributions at end of year	2022-12-31	$293,371
Participant contributions at beginning of year	2022-12-31	$317,530
Participant contributions at beginning of year	2022-12-31	$2,729
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$10,640
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$5,654
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$46,243
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$1,201
Other income not declared elsewhere	2022-12-31	$844
Total non interest bearing cash at end of year	2022-12-31	$80,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,102,759
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$26,148,558
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$32,251,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$24,267,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$30,762,534
Interest on participant loans	2022-12-31	$10,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,548,261
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,168,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,168,412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$21,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,936,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$566,725
Employer contributions (assets) at beginning of year	2022-12-31	$1,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,509,710
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : WILLOW VALLEY COMMUNITIES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,201
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$58,256
Total income from all sources (including contributions)	2021-12-31	$6,892,301
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,406,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,277,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,342,851
Value of total assets at end of year	2021-12-31	$32,252,518
Value of total assets at beginning of year	2021-12-31	$30,823,754
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$128,529
Total interest from all sources	2021-12-31	$14,580
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,276,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,276,896
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,693,561
Participant contributions at end of year	2021-12-31	$317,530
Participant contributions at beginning of year	2021-12-31	$315,278
Participant contributions at end of year	2021-12-31	$2,729
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$65,674
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$2,936
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$1,201
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$58,256
Other income not declared elsewhere	2021-12-31	$7,204
Total non interest bearing cash at beginning of year	2021-12-31	$58,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,485,819
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$32,251,317
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$30,765,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$128,529
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$30,762,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$28,840,222
Income. Interest from loans (other than to participants)	2021-12-31	$14,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,168,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,607,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,607,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,250,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$583,616
Employer contributions (assets) at end of year	2021-12-31	$1,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,277,953
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	KPMG LLP
Accountancy firm EIN	2021-12-31	135565207
2020 : WILLOW VALLEY COMMUNITIES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$58,256
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$6,253,151
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,764,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,644,479
Value of total corrective distributions	2020-12-31	$1,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,251,546
Value of total assets at end of year	2020-12-31	$30,823,754
Value of total assets at beginning of year	2020-12-31	$27,276,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$118,964
Total interest from all sources	2020-12-31	$14,734
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$701,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$701,615
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,624,385
Participant contributions at end of year	2020-12-31	$315,278
Participant contributions at beginning of year	2020-12-31	$369,783
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$58,733
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$2,936
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$6,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$58,256
Total non interest bearing cash at end of year	2020-12-31	$58,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,488,676
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$30,765,498
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$27,276,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$118,964
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$28,840,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$25,137,080
Interest on participant loans	2020-12-31	$14,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,607,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,763,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,763,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,285,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$568,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,644,479
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	KPMG LLP
Accountancy firm EIN	2020-12-31	135565207
2019 : WILLOW VALLEY COMMUNITIES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$41,210
Total income from all sources (including contributions)	2019-12-31	$7,131,896
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,501,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,379,545
Value of total corrective distributions	2019-12-31	$2,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,234,673
Value of total assets at end of year	2019-12-31	$27,276,822
Value of total assets at beginning of year	2019-12-31	$22,687,640
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$119,575
Total interest from all sources	2019-12-31	$18,115
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$843,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$843,907
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,523,591
Participant contributions at end of year	2019-12-31	$369,783
Participant contributions at beginning of year	2019-12-31	$404,716
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$180,340
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$6,125
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$7,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$41,210
Total non interest bearing cash at beginning of year	2019-12-31	$41,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,630,392
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$27,276,822
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$22,646,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$119,575
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$25,137,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$20,363,385
Interest on participant loans	2019-12-31	$18,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,763,834
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,870,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,870,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,035,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$530,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,379,545
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KPMG LLP
Accountancy firm EIN	2019-12-31	135565207
2018 : WILLOW VALLEY COMMUNITIES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$41,210
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	$812,563
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,727,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,612,427
Value of total corrective distributions	2018-12-31	$1,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,060,618
Value of total assets at end of year	2018-12-31	$22,687,640
Value of total assets at beginning of year	2018-12-31	$23,560,947
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$113,282
Total interest from all sources	2018-12-31	$15,248
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$940,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$940,464
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,408,998
Participant contributions at end of year	2018-12-31	$404,716
Participant contributions at beginning of year	2018-12-31	$357,568
Participant contributions at beginning of year	2018-12-31	$25,005
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$172,519
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$7,725
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$5,715
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$41,210
Other income not declared elsewhere	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$41,210
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-914,517
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$22,646,430
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$23,560,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$113,282
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$20,363,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$21,193,660
Interest on participant loans	2018-12-31	$15,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,870,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,970,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,970,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,203,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$479,101
Employer contributions (assets) at beginning of year	2018-12-31	$8,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,612,427
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KPMG LLP
Accountancy firm EIN	2018-12-31	135565207
2017 : WILLOW VALLEY COMMUNITIES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$2,301
Total income from all sources (including contributions)	2017-12-31	$5,138,696
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,352,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,240,747
Expenses. Certain deemed distributions of participant loans	2017-12-31	$2,061
Value of total corrective distributions	2017-12-31	$5,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,839,176
Value of total assets at end of year	2017-12-31	$23,560,947
Value of total assets at beginning of year	2017-12-31	$19,776,724
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$103,489
Total interest from all sources	2017-12-31	$14,290
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$766,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$766,069
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,278,800
Participant contributions at end of year	2017-12-31	$357,568
Participant contributions at beginning of year	2017-12-31	$361,555
Participant contributions at end of year	2017-12-31	$25,005
Participant contributions at beginning of year	2017-12-31	$42,068
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$110,761
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$5,715
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$6,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$2,301
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$2,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,786,524
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$23,560,947
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$19,774,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$103,489
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$21,193,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$16,957,751
Interest on participant loans	2017-12-31	$14,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,970,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$2,391,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$2,391,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,519,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$449,615
Employer contributions (assets) at end of year	2017-12-31	$8,750
Employer contributions (assets) at beginning of year	2017-12-31	$14,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,240,747
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KPMG LLP
Accountancy firm EIN	2017-12-31	135565207
2016 : WILLOW VALLEY COMMUNITIES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$2,301
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	$3,401,317
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,739,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,646,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,814,444
Value of total assets at end of year	2016-12-31	$19,776,724
Value of total assets at beginning of year	2016-12-31	$18,112,823
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$92,859
Total interest from all sources	2016-12-31	$14,109
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$477,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$477,996
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,187,589
Participant contributions at end of year	2016-12-31	$361,555
Participant contributions at beginning of year	2016-12-31	$318,381
Participant contributions at end of year	2016-12-31	$42,068
Participant contributions at beginning of year	2016-12-31	$28,847
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$214,187
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$6,344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$6,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$2,301
Total non interest bearing cash at end of year	2016-12-31	$2,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,661,600
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$19,774,423
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$18,112,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$92,859
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$16,957,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$17,671,122
Interest on participant loans	2016-12-31	$14,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$2,391,770
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$77,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$77,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,094,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$412,668
Employer contributions (assets) at end of year	2016-12-31	$14,935
Employer contributions (assets) at beginning of year	2016-12-31	$10,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,646,858
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	KPMG LLP
Accountancy firm EIN	2016-12-31	135565207
2015 : WILLOW VALLEY COMMUNITIES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,600,860
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,537,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,421,853
Value of total corrective distributions	2015-12-31	$31,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,591,313
Value of total assets at end of year	2015-12-31	$18,112,823
Value of total assets at beginning of year	2015-12-31	$18,048,987
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$83,708
Total interest from all sources	2015-12-31	$12,742
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$548,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$548,878
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,159,899
Participant contributions at end of year	2015-12-31	$318,381
Participant contributions at beginning of year	2015-12-31	$283,385
Participant contributions at end of year	2015-12-31	$28,847
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$28,056
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$6,520
Total non interest bearing cash at beginning of year	2015-12-31	$2,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$63,836
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$18,112,823
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$18,048,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$83,708
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$17,671,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$11,140,415
Interest on participant loans	2015-12-31	$12,742
Value of interest in common/collective trusts at beginning of year	2015-12-31	$6,622,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$77,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-552,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$403,358
Employer contributions (assets) at end of year	2015-12-31	$10,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,421,853
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	KPMG LLP
Accountancy firm EIN	2015-12-31	135565207
2014 : WILLOW VALLEY COMMUNITIES 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,392,086
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,384,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,246,939
Value of total corrective distributions	2014-12-31	$40,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,484,803
Value of total assets at end of year	2014-12-31	$18,048,987
Value of total assets at beginning of year	2014-12-31	$17,041,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$96,734
Total interest from all sources	2014-12-31	$12,140
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$448,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$448,235
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,078,997
Participant contributions at end of year	2014-12-31	$283,385
Participant contributions at beginning of year	2014-12-31	$334,106
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$26,301
Other income not declared elsewhere	2014-12-31	$1,318
Administrative expenses (other) incurred	2014-12-31	$96,734
Total non interest bearing cash at end of year	2014-12-31	$2,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,007,688
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$18,048,987
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$17,041,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$11,140,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$11,448,384
Interest on participant loans	2014-12-31	$12,140
Value of interest in common/collective trusts at end of year	2014-12-31	$6,622,687
Value of interest in common/collective trusts at beginning of year	2014-12-31	$5,258,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$194,499
Net investment gain or loss from common/collective trusts	2014-12-31	$251,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$379,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,246,939
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KPMG
Accountancy firm EIN	2014-12-31	135565207
2013 : WILLOW VALLEY COMMUNITIES 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$3,945,002
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,213,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,108,545
Value of total corrective distributions	2013-12-31	$14,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,463,589
Value of total assets at end of year	2013-12-31	$17,041,299
Value of total assets at beginning of year	2013-12-31	$14,309,653
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$89,961
Total interest from all sources	2013-12-31	$12,090
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$171,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$171,589
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,036,251
Participant contributions at end of year	2013-12-31	$334,106
Participant contributions at beginning of year	2013-12-31	$304,494
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$54,176
Other income not declared elsewhere	2013-12-31	$405
Administrative expenses (other) incurred	2013-12-31	$89,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,731,646
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$17,041,299
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$14,309,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$11,448,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$10,052,851
Interest on participant loans	2013-12-31	$12,090
Value of interest in common/collective trusts at end of year	2013-12-31	$5,258,809
Value of interest in common/collective trusts at beginning of year	2013-12-31	$3,952,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,669,531
Net investment gain or loss from common/collective trusts	2013-12-31	$627,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$373,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,108,545
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KPMG
Accountancy firm EIN	2013-12-31	135565207
2012 : WILLOW VALLEY COMMUNITIES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,887,099
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$940,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$852,027
Value of total corrective distributions	2012-12-31	$18,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,451,007
Value of total assets at end of year	2012-12-31	$14,309,653
Value of total assets at beginning of year	2012-12-31	$12,363,282
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$69,792
Total interest from all sources	2012-12-31	$13,512
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$166,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$166,470
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$951,806
Participant contributions at end of year	2012-12-31	$304,494
Participant contributions at beginning of year	2012-12-31	$291,432
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$147,432
Other income not declared elsewhere	2012-12-31	$366
Administrative expenses (other) incurred	2012-12-31	$69,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,946,371
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$14,309,653
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$12,363,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$10,052,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$9,803,956
Interest on participant loans	2012-12-31	$13,512
Value of interest in common/collective trusts at end of year	2012-12-31	$3,952,308
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,267,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,138,015
Net investment gain or loss from common/collective trusts	2012-12-31	$117,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$351,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$852,027
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KPMG
Accountancy firm EIN	2012-12-31	135565207
2011 : WILLOW VALLEY COMMUNITIES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$900,778
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$881,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$787,265
Value of total corrective distributions	2011-12-31	$30,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,226,268
Value of total assets at end of year	2011-12-31	$12,363,282
Value of total assets at beginning of year	2011-12-31	$12,344,053
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$64,097
Total interest from all sources	2011-12-31	$13,527
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$63,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$63,151
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$916,704
Participant contributions at end of year	2011-12-31	$291,432
Participant contributions at beginning of year	2011-12-31	$254,862
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$6,288
Other income not declared elsewhere	2011-12-31	$49,878
Administrative expenses (other) incurred	2011-12-31	$64,097
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$19,229
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$12,363,282
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,344,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$9,803,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$9,965,912
Interest on participant loans	2011-12-31	$13,527
Value of interest in common/collective trusts at end of year	2011-12-31	$2,267,894
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,123,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-509,484
Net investment gain or loss from common/collective trusts	2011-12-31	$57,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$303,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$787,265
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KPMG, LLP
Accountancy firm EIN	2011-12-31	135565207
2010 : WILLOW VALLEY COMMUNITIES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,484,569
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$738,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$676,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,207,232
Value of total assets at end of year	2010-12-31	$12,344,053
Value of total assets at beginning of year	2010-12-31	$10,597,548
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$61,118
Total interest from all sources	2010-12-31	$13,174
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$79,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$79,681
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$807,062
Participant contributions at end of year	2010-12-31	$254,862
Participant contributions at beginning of year	2010-12-31	$272,419
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$2,055
Other income not declared elsewhere	2010-12-31	$22,544
Administrative expenses (other) incurred	2010-12-31	$61,118
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,746,505
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,344,053
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,597,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$9,965,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,529,721
Interest on participant loans	2010-12-31	$13,174
Value of interest in common/collective trusts at end of year	2010-12-31	$2,123,279
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,795,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,091,252
Net investment gain or loss from common/collective trusts	2010-12-31	$70,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$398,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$676,946
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KPMG LLP
Accountancy firm EIN	2010-12-31	135565207
2009 : WILLOW VALLEY COMMUNITIES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WILLOW VALLEY COMMUNITIES 401(K) PLAN

2022: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WILLOW VALLEY COMMUNITIES 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLOW VALLEY COMMUNITIES
Employer identification number (EIN):	232226098
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities