401k Plan data: 403(B) THRIFT PLAN OF SUGAR VALLEY LODGE plan

403(B) THRIFT PLAN OF SUGAR VALLEY LODGE 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF SUGAR VALLEY LODGE
Plan identification number	001

403(B) THRIFT PLAN OF SUGAR VALLEY LODGE 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

SUGAR VALLEY LODGE has sponsored the creation of one or more 401k plans.

Company Name: SUGAR VALLEY LODGE

Employer identification number (EIN): 251685893

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF SUGAR VALLEY LODGE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 AMY SEIGWORTH 2023-10-05
001 2021-01-01 JEANNE DICKINSON 2022-06-29
001 2020-01-01 MELISSA BURK 2021-03-18
001 2018-01-01 BRENDA WILKINSON 2019-04-04
001 2017-01-01 BRENDA WILKINSON 2018-04-25 BRENDA WILKINSON 2018-04-25
001 2016-01-01 BRENDA WILKINSON 2017-04-21 BRENDA WILKINSON 2017-04-21
001 2015-01-01 FRANCES LOCKREM 2016-06-29 FRANCES LOCKREM 2016-06-29
001 2014-01-01 FRANCES LOCKREM 2015-05-07 FRANCES LOCKREM 2015-05-07
001 2014-01-01 FRANCES LOCHREM 2015-05-06 FRANCES LOCHREM 2015-05-06
001 2013-01-01 FRANCES LOCKREM 2014-04-22 FRANCES LOCKREM 2014-04-22
001 2012-01-01 FRANCES LOCKREM 2013-04-16 FRANCES LOCKREM 2013-04-16
001 2011-01-01 FRANCES LOCKREM 2012-05-17 FRANCES LOCKREM 2012-05-17
001 2010-01-01 FRANCES LOCKREM 2011-05-12 FRANCES LOCKREM 2011-05-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	AMY SEIGWORTH	2023-10-05
001	2021-01-01	JEANNE DICKINSON	2022-06-29
001	2020-01-01	MELISSA BURK	2021-03-18
001	2018-01-01	BRENDA WILKINSON	2019-04-04
001	2017-01-01	BRENDA WILKINSON	2018-04-25	BRENDA WILKINSON	2018-04-25
001	2016-01-01	BRENDA WILKINSON	2017-04-21	BRENDA WILKINSON	2017-04-21
001	2015-01-01	FRANCES LOCKREM	2016-06-29	FRANCES LOCKREM	2016-06-29
001	2014-01-01	FRANCES LOCKREM	2015-05-07	FRANCES LOCKREM	2015-05-07
001	2014-01-01	FRANCES LOCHREM	2015-05-06	FRANCES LOCHREM	2015-05-06
001	2013-01-01	FRANCES LOCKREM	2014-04-22	FRANCES LOCKREM	2014-04-22
001	2012-01-01	FRANCES LOCKREM	2013-04-16	FRANCES LOCKREM	2013-04-16
001	2011-01-01	FRANCES LOCKREM	2012-05-17	FRANCES LOCKREM	2012-05-17
001	2010-01-01	FRANCES LOCKREM	2011-05-12	FRANCES LOCKREM	2011-05-12

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Company Name:	SUGAR VALLEY LODGE
Employer identification number (EIN):	251685893
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities