401k Plan data: DEPAUL HEALTH 401(K) RETIREMENT PLAN plan

DEPAUL HEALTH 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	DEPAUL HEALTH 401(K) RETIREMENT PLAN
Plan identification number	001

DEPAUL HEALTH 401(K) RETIREMENT 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.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BAKERS BAY ELDERLY ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: BAKERS BAY ELDERLY ASSOCIATES

Employer identification number (EIN): 232384242

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

Additional information about BAKERS BAY ELDERLY ASSOCIATES

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 875604

More information about BAKERS BAY ELDERLY ASSOCIATES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEPAUL HEALTH 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 PEGGY A LYNCH
001 2012-01-01 PEGGY A LYNCH PATRICK CALLAHAN 2013-10-07
001 2011-01-01 PEGGY A LYNCH PATRICK J CALLAHAN 2012-10-12
001 2010-01-01 PEGGY A LYNCH
001 2009-01-01 PEGGY LYNCH PATRICK CALLAHAN 2010-09-29

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	PEGGY A LYNCH
001	2012-01-01	PEGGY A LYNCH	PATRICK CALLAHAN	2013-10-07
001	2011-01-01	PEGGY A LYNCH	PATRICK J CALLAHAN	2012-10-12
001	2010-01-01	PEGGY A LYNCH
001	2009-01-01	PEGGY LYNCH	PATRICK CALLAHAN	2010-09-29

Plan Statistics for DEPAUL HEALTH 401(K) RETIREMENT PLAN

401k plan membership statisitcs for DEPAUL HEALTH 401(K) RETIREMENT PLAN

Measure Date Value
2013: DEPAUL HEALTH 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 700
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 613
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 80
Total of all active and inactive participants 2013-01-01 693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 694
Number of participants with account balances 2013-01-01 269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: DEPAUL HEALTH 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 712
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 595
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 76
Total of all active and inactive participants 2012-01-01 671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 671
Number of participants with account balances 2012-01-01 295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DEPAUL HEALTH 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 750
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 591
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 81
Total of all active and inactive participants 2011-01-01 672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 672
Number of participants with account balances 2011-01-01 315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2010: DEPAUL HEALTH 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 683
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 646
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 60
Total of all active and inactive participants 2010-01-01 706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 706
Number of participants with account balances 2010-01-01 310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: DEPAUL HEALTH 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 692
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 581
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 67
Total of all active and inactive participants 2009-01-01 648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 648
Number of participants with account balances 2009-01-01 297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 12

Measure	Date	Value
2013: DEPAUL HEALTH 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	700
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	613
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	80
Total of all active and inactive participants	2013-01-01	693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	694
Number of participants with account balances	2013-01-01	269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: DEPAUL HEALTH 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	712
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	595
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	76
Total of all active and inactive participants	2012-01-01	671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	671
Number of participants with account balances	2012-01-01	295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DEPAUL HEALTH 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	750
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	591
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	81
Total of all active and inactive participants	2011-01-01	672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	672
Number of participants with account balances	2011-01-01	315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2010: DEPAUL HEALTH 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	683
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	646
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	60
Total of all active and inactive participants	2010-01-01	706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	706
Number of participants with account balances	2010-01-01	310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: DEPAUL HEALTH 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	692
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	581
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	67
Total of all active and inactive participants	2009-01-01	648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	648
Number of participants with account balances	2009-01-01	297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	12

Financial Data on DEPAUL HEALTH 401(K) RETIREMENT PLAN

Measure	Date	Value
2013 : DEPAUL HEALTH 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$16,484
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	$1,476,124
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$444,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$424,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$454,026
Value of total assets at end of year	2013-12-31	$6,156,911
Value of total assets at beginning of year	2013-12-31	$5,142,037
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$20,517
Total interest from all sources	2013-12-31	$4,881
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$235,313
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	$235,313
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
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	$454,026
Participant contributions at end of year	2013-12-31	$162,564
Participant contributions at beginning of year	2013-12-31	$172,076
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	$1,031,358
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,156,911
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,142,037
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	$5,567,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,431,480
Interest on participant loans	2013-12-31	$4,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$426,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$538,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$538,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$781,904
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	No
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	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$424,249
Contract administrator fees	2013-12-31	$20,517
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	GABLE PERITZ MISHKIN LLP
Accountancy firm EIN	2013-12-31	232269857
2012 : DEPAUL HEALTH 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$42,804
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	$1,042,374
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$758,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$737,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$452,119
Value of total assets at end of year	2012-12-31	$5,142,037
Value of total assets at beginning of year	2012-12-31	$4,901,131
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$21,460
Total interest from all sources	2012-12-31	$5,825
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$104,237
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	$104,237
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
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	$452,119
Participant contributions at end of year	2012-12-31	$172,076
Participant contributions at beginning of year	2012-12-31	$178,547
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	$283,710
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,142,037
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,901,131
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	$4,431,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,183,028
Interest on participant loans	2012-12-31	$5,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$538,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$539,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$539,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$480,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$737,204
Contract administrator fees	2012-12-31	$21,460
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	GABLE PERITZ MISHKIN LLP
Accountancy firm EIN	2012-12-31	232269857
2011 : DEPAUL HEALTH 401(K) RETIREMENT 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	$485,647
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$358,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$332,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$482,923
Value of total assets at end of year	2011-12-31	$4,901,131
Value of total assets at beginning of year	2011-12-31	$4,773,694
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$25,320
Total interest from all sources	2011-12-31	$5,000
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$81,494
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	$81,494
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
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	$482,923
Participant contributions at end of year	2011-12-31	$178,547
Participant contributions at beginning of year	2011-12-31	$136,642
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	$127,437
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,901,131
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,773,694
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	$4,183,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,275,648
Interest on participant loans	2011-12-31	$5,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$539,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$361,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$361,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-83,770
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$332,890
Contract administrator fees	2011-12-31	$25,320
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	GABLE PERITZ MISHKIN LLP
Accountancy firm EIN	2011-12-31	232269857
2010 : DEPAUL HEALTH 401(K) RETIREMENT 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	$1,441
Total income from all sources (including contributions)	2010-12-31	$948,830
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$334,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$310,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$520,749
Value of total assets at end of year	2010-12-31	$4,773,694
Value of total assets at beginning of year	2010-12-31	$4,160,408
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$23,251
Total interest from all sources	2010-12-31	$5,152
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$84,642
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	$84,642
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
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	$469,010
Participant contributions at end of year	2010-12-31	$136,642
Participant contributions at beginning of year	2010-12-31	$129,624
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$51,739
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$1,441
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	$614,727
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,773,694
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,158,967
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	$4,275,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,512,276
Interest on participant loans	2010-12-31	$5,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$361,404
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$518,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$518,508
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$338,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$310,852
Contract administrator fees	2010-12-31	$23,251
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	GABLE PERITZ MISHKIN LLP
Accountancy firm EIN	2010-12-31	232269857
2009 : DEPAUL HEALTH 401(K) RETIREMENT 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 DEPAUL HEALTH 401(K) RETIREMENT PLAN

2013: DEPAUL HEALTH 401(K) RETIREMENT 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: DEPAUL HEALTH 401(K) RETIREMENT 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: DEPAUL HEALTH 401(K) RETIREMENT 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: DEPAUL HEALTH 401(K) RETIREMENT 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: DEPAUL HEALTH 401(K) RETIREMENT 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

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	BAKERS BAY ELDERLY ASSOCIATES
Employer identification number (EIN):	232384242
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	875604