401k Plan data: MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN plan

MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN 401k Plan overview

Plan Name	MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN
Plan identification number	001

MILESTONE RETIREMENT 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MILESTONE RETIREMENT COMMUNITIES has sponsored the creation of one or more 401k plans.

Company Name: MILESTONE RETIREMENT COMMUNITIES

Employer identification number (EIN): 261945355

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 PAUL W. DENDY 2015-10-07
001 2013-01-01
001 2012-01-01 SARAH JONES 2013-10-14
001 2011-01-01 SARAH JONES
001 2010-01-01 PAUL DENDY
001 2008-01-01 PAUL DENDY
001 2008-01-01 PAUL DENDY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2014-01-01	PAUL W. DENDY	2015-10-07
001	2013-01-01
001	2012-01-01	SARAH JONES	2013-10-14
001	2011-01-01	SARAH JONES
001	2010-01-01	PAUL DENDY
001	2008-01-01	PAUL DENDY
001	2008-01-01	PAUL DENDY

Plan Statistics for MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN

401k plan membership statisitcs for MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN

Measure Date Value
2011: MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 244
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 247
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 13
Total of all active and inactive participants 2011-01-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 260
Number of participants with account balances 2011-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 6
2010: MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 237
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 7
Total of all active and inactive participants 2010-01-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 244
Number of participants with account balances 2010-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2008: MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 20
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 2
Total of all active and inactive participants 2008-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 22
Number of participants with account balances 2008-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0

Measure	Date	Value
2011: MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	244
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	247
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	13
Total of all active and inactive participants	2011-01-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	260
Number of participants with account balances	2011-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	6
2010: MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	237
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	7
Total of all active and inactive participants	2010-01-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	244
Number of participants with account balances	2010-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2008: MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	20
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	2
Total of all active and inactive participants	2008-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	22
Number of participants with account balances	2008-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Financial Data on MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN

Measure	Date	Value
2011 : MILESTONE RETIREMENT 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	$6,702
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$225,419
Total income from all sources (including contributions)	2011-12-31	$55,805
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$42,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$38,977
Value of total corrective distributions	2011-12-31	$3,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$72,428
Value of total assets at end of year	2011-12-31	$328,910
Value of total assets at beginning of year	2011-12-31	$534,304
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$57
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	$100,000
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	$51,276
Participant contributions at end of year	2011-12-31	$640
Participant contributions at beginning of year	2011-12-31	$2,018
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$1,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$6,702
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$225,419
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	$13,323
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$322,208
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$308,885
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	$328,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$531,191
Interest on participant loans	2011-12-31	$57
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-16,680
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	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	Yes
Contributions received in cash from employer	2011-12-31	$19,159
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$1,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$38,977
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	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	WORTHY & COMPANY, LLC
Accountancy firm EIN	2011-12-31	208092242
2010 : MILESTONE RETIREMENT 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	$225,419
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$132,139
Total income from all sources (including contributions)	2010-12-31	$116,316
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$500
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$89,299
Value of total assets at end of year	2010-12-31	$534,304
Value of total assets at beginning of year	2010-12-31	$325,343
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$135
Total interest from all sources	2010-12-31	$55
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	$100,000
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	$64,600
Participant contributions at end of year	2010-12-31	$2,018
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$225,419
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$132,139
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	$115,681
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$308,885
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$193,204
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	$531,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$325,343
Interest on participant loans	2010-12-31	$55
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$26,962
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	$24,249
Employer contributions (assets) at end of year	2010-12-31	$1,095
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$500
Contract administrator fees	2010-12-31	$135
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	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	WORTHY & COMPANY, LLC
Accountancy firm EIN	2010-12-31	208092242
2008 : MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN 2008 401k financial data
Transfers to/from the plan	2008-12-31	$71,022
Total plan liabilities at end of year	2008-12-31	$34,991
Total plan liabilities at beginning of year	2008-12-31	$0
Total income from all sources	2008-12-31	$8,912
Expenses. Total of all expenses incurred	2008-12-31	$0
Benefits paid (including direct rollovers)	2008-12-31	$0
Total plan assets at end of year	2008-12-31	$114,925
Total plan assets at beginning of year	2008-12-31	$0
Total contributions received or receivable from participants	2008-12-31	$26,970
Expenses. Other expenses not covered elsewhere	2008-12-31	$0
Contributions received from other sources (not participants or employers)	2008-12-31	$0
Other income received	2008-12-31	$-27,899
Noncash contributions received	2008-12-31	$0
Net income (gross income less expenses)	2008-12-31	$8,912
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$79,934
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$0
Total contributions received or receivable from employer(s)	2008-12-31	$9,841
Value of certain deemed distributions of participant loans	2008-12-31	$0
Value of corrective distributions	2008-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$0

Form 5500 Responses for MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN

2011: MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple 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: MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Submission has been amended	Yes
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
2008: MILESTONE RETIREMENT COMMUNITIES 401(K) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Mulitple employer plan
2008-01-01	First time form 5500 has been submitted	Yes
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MILESTONE RETIREMENT COMMUNITIES
Employer identification number (EIN):	261945355
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities