401k Plan data: LIVING WELL DISABILITY SERVICES MONEY PURCHASE PLAN plan

LIVING WELL DISABILITY SERVICES MONEY PURCHASE PLAN 401k Plan overview

Plan Name	LIVING WELL DISABILITY SERVICES MONEY PURCHASE PLAN
Plan identification number	001

LIVING WELL DISABILITY SERVICES MONEY PURCHASE PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LIVING WELL DISABILITY SERVICES has sponsored the creation of one or more 401k plans.

Company Name: LIVING WELL DISABILITY SERVICES

Employer identification number (EIN): 237181360

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIVING WELL DISABILITY SERVICES MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 SYED GHAZI AKAILVI S 2015-10-14
001 2013-01-01 GHAZI AKAILVI GHAZI AKAILVI 2014-10-13
001 2012-01-01 GHAZI AKAILVI GHAZI AKAILVI 2013-10-15
001 2011-01-01 SYED GHAZI AKAILVI
001 2009-01-01 GEORGETTE PETERSON

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	SYED GHAZI AKAILVI	S	2015-10-14
001	2013-01-01	GHAZI AKAILVI	GHAZI AKAILVI	2014-10-13
001	2012-01-01	GHAZI AKAILVI	GHAZI AKAILVI	2013-10-15
001	2011-01-01	SYED GHAZI AKAILVI
001	2009-01-01	GEORGETTE PETERSON

Plan Statistics for LIVING WELL DISABILITY SERVICES MONEY PURCHASE PLAN

401k plan membership statisitcs for LIVING WELL DISABILITY SERVICES MONEY PURCHASE PLAN

Measure Date Value
2014: LIVING WELL DISABILITY SERVICES MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 339
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LIVING WELL DISABILITY SERVICES MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 357
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 282
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 65
Total of all active and inactive participants 2013-01-01 347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 347
Number of participants with account balances 2013-01-01 264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LIVING WELL DISABILITY SERVICES MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 331
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 247
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 63
Total of all active and inactive participants 2012-01-01 310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 310
Number of participants with account balances 2012-01-01 269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LIVING WELL DISABILITY SERVICES MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 349
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 267
Number of retired or separated participants receiving benefits 2011-01-01 56
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 323
Number of participants with account balances 2011-01-01 263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LIVING WELL DISABILITY SERVICES MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 297
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 245
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 44
Total of all active and inactive participants 2009-01-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 289
Number of participants with account balances 2009-01-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: LIVING WELL DISABILITY SERVICES MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	339
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LIVING WELL DISABILITY SERVICES MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	357
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	282
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	65
Total of all active and inactive participants	2013-01-01	347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	347
Number of participants with account balances	2013-01-01	264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LIVING WELL DISABILITY SERVICES MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	331
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	247
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	63
Total of all active and inactive participants	2012-01-01	310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	310
Number of participants with account balances	2012-01-01	269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LIVING WELL DISABILITY SERVICES MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	349
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	267
Number of retired or separated participants receiving benefits	2011-01-01	56
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	323
Number of participants with account balances	2011-01-01	263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LIVING WELL DISABILITY SERVICES MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	297
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	245
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	44
Total of all active and inactive participants	2009-01-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	289
Number of participants with account balances	2009-01-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LIVING WELL DISABILITY SERVICES MONEY PURCHASE PLAN

Measure	Date	Value
2014 : LIVING WELL DISABILITY SERVICES MONEY PURCHASE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$5,035,067
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	$751,943
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$182,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$177,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$477,123
Value of total assets at end of year	2014-12-31	$0
Value of total assets at beginning of year	2014-12-31	$4,466,026
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,040
Total interest from all sources	2014-12-31	$23,521
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
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
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$251,631
Amount contributed by the employer to the plan for this plan year	2014-12-31	$251,631
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$37,930
Other income not declared elsewhere	2014-12-31	$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	2014-12-31	No
Value of net income/loss	2014-12-31	$569,041
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,466,026
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 pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,814,915
Interest on participant loans	2014-12-31	$1,926
Interest earned on other investments	2014-12-31	$21,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$613,181
Net investment gain/loss from pooled separate accounts	2014-12-31	$251,299
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	No
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	$477,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$177,862
Contract administrator fees	2014-12-31	$5,040
Did the plan have assets held for investment	2014-12-31	No
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	Yes
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : LIVING WELL DISABILITY SERVICES MONEY PURCHASE 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	$909,949
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$268,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$263,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$222,261
Value of total assets at end of year	2013-12-31	$4,466,026
Value of total assets at beginning of year	2013-12-31	$3,824,652
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,132
Total interest from all sources	2013-12-31	$23,347
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
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
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$222,261
Amount contributed by the employer to the plan for this plan year	2013-12-31	$222,261
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Participant contributions at end of year	2013-12-31	$37,930
Participant contributions at beginning of year	2013-12-31	$36,811
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	$641,374
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,466,026
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,824,652
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 pooled separate accounts at end of year	2013-12-31	$3,814,915
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,196,348
Interest on participant loans	2013-12-31	$1,905
Interest earned on other investments	2013-12-31	$21,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$613,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$591,493
Net investment gain/loss from pooled separate accounts	2013-12-31	$664,341
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	$222,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$263,443
Contract administrator fees	2013-12-31	$5,132
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	2013-12-31	No
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2013-12-31	410746749
2012 : LIVING WELL DISABILITY SERVICES MONEY PURCHASE 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	$615,395
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$159,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$154,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$235,774
Value of total assets at end of year	2012-12-31	$3,824,652
Value of total assets at beginning of year	2012-12-31	$3,369,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$5,096
Total interest from all sources	2012-12-31	$24,863
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
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	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$222,088
Amount contributed by the employer to the plan for this plan year	2012-12-31	$222,088
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Participant contributions at end of year	2012-12-31	$36,811
Participant contributions at beginning of year	2012-12-31	$27,200
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$5,669
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	$455,407
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,824,652
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,369,245
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 pooled separate accounts at end of year	2012-12-31	$3,196,348
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,761,678
Interest on participant loans	2012-12-31	$1,425
Interest earned on other investments	2012-12-31	$23,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$591,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$580,367
Net investment gain/loss from pooled separate accounts	2012-12-31	$354,758
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
Contributions received in cash from employer	2012-12-31	$230,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$154,892
Contract administrator fees	2012-12-31	$5,096
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	No
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	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2012-12-31	410746749
2011 : LIVING WELL DISABILITY SERVICES MONEY PURCHASE 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	$259,649
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$333,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$327,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$247,264
Value of total assets at end of year	2011-12-31	$3,369,245
Value of total assets at beginning of year	2011-12-31	$3,442,965
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$5,412
Total interest from all sources	2011-12-31	$26,112
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
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
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$230,105
Amount contributed by the employer to the plan for this plan year	2011-12-31	$230,105
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Participant contributions at end of year	2011-12-31	$27,200
Participant contributions at beginning of year	2011-12-31	$34,983
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	$-73,720
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,369,245
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,442,965
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 pooled separate accounts at end of year	2011-12-31	$2,761,678
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,839,166
Interest on participant loans	2011-12-31	$2,170
Interest earned on other investments	2011-12-31	$23,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$580,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$568,816
Net investment gain/loss from pooled separate accounts	2011-12-31	$-13,727
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	$247,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$327,957
Contract administrator fees	2011-12-31	$5,412
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	2011-12-31	No
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2011-12-31	410746749
2010 : LIVING WELL DISABILITY SERVICES MONEY PURCHASE 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	$639,013
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$107,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$103,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$235,645
Value of total assets at end of year	2010-12-31	$3,442,965
Value of total assets at beginning of year	2010-12-31	$2,911,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$4,326
Total interest from all sources	2010-12-31	$26,540
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
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
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$247,807
Amount contributed by the employer to the plan for this plan year	2010-12-31	$247,807
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Participant contributions at end of year	2010-12-31	$34,983
Participant contributions at beginning of year	2010-12-31	$12,636
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	$531,021
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,442,965
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,911,944
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 pooled separate accounts at end of year	2010-12-31	$2,839,166
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,356,778
Interest on participant loans	2010-12-31	$1,731
Interest earned on other investments	2010-12-31	$24,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$568,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$542,530
Net investment gain/loss from pooled separate accounts	2010-12-31	$376,828
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
Contributions received in cash from employer	2010-12-31	$235,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$103,666
Contract administrator fees	2010-12-31	$4,326
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	2010-12-31	No
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	LARSONALLEN LLP
Accountancy firm EIN	2010-12-31	410746749
2009 : LIVING WELL DISABILITY SERVICES MONEY PURCHASE 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
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$235,103
Amount contributed by the employer to the plan for this plan year	2009-12-31	$235,103

Form 5500 Responses for LIVING WELL DISABILITY SERVICES MONEY PURCHASE PLAN

2014: LIVING WELL DISABILITY SERVICES MONEY PURCHASE 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	Yes
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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LIVING WELL DISABILITY SERVICES MONEY PURCHASE 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LIVING WELL DISABILITY SERVICES MONEY PURCHASE 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LIVING WELL DISABILITY SERVICES MONEY PURCHASE 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LIVING WELL DISABILITY SERVICES MONEY PURCHASE 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LIVING WELL DISABILITY SERVICES
Employer identification number (EIN):	237181360
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities