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ARISTACARE AT WHITING 401K PLAN 401k Plan overview

Plan NameARISTACARE AT WHITING 401K PLAN
Plan identification number 001

ARISTACARE AT WHITING 401K PLAN Benefits

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

401k Sponsoring company profile

ARISTACARE AT WHITING has sponsored the creation of one or more 401k plans.

Company Name:ARISTACARE AT WHITING
Employer identification number (EIN):262429737
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARISTACARE AT WHITING 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01SIDNEY GREENBERGER
0012017-01-01SIDNEY GREENBERGER
0012016-01-01SIDNEY GREENBERGER
0012015-01-01SIDNEY GREENBERGER
0012014-01-01SIDNEY GREENBERGER
0012013-01-01SIDNEY GREENBERGER
0012012-01-01SIDNEY GREENBERGER2013-07-29
0012011-01-01SIDNEY GREENBERGER2012-06-03
0012010-01-01SIDNEY GREENBERGER2011-08-16

Plan Statistics for ARISTACARE AT WHITING 401K PLAN

401k plan membership statisitcs for ARISTACARE AT WHITING 401K PLAN

Measure Date Value
2019: ARISTACARE AT WHITING 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01112
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: ARISTACARE AT WHITING 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01119
Total number of active participants reported on line 7a of the Form 55002018-01-01104
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-01112
Total participants2018-01-01112
Number of participants with account balances2018-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: ARISTACARE AT WHITING 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01106
Total number of active participants reported on line 7a of the Form 55002017-01-0190
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-0199
Total participants2017-01-0199
Number of participants with account balances2017-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: ARISTACARE AT WHITING 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01108
Total number of active participants reported on line 7a of the Form 55002016-01-0190
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0197
Total participants2016-01-0197
Number of participants with account balances2016-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: ARISTACARE AT WHITING 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01114
Total number of active participants reported on line 7a of the Form 55002015-01-0194
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01101
Number of participants with account balances2015-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: ARISTACARE AT WHITING 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01136
Total number of active participants reported on line 7a of the Form 55002014-01-01113
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01121
Number of participants with account balances2014-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: ARISTACARE AT WHITING 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01125
Total number of active participants reported on line 7a of the Form 55002013-01-01121
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01128
Total participants2013-01-01128
Number of participants with account balances2013-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014

Financial Data on ARISTACARE AT WHITING 401K PLAN

Measure Date Value
2019 : ARISTACARE AT WHITING 401K PLAN 2019 401k financial data
Total transfer of assets from this plan2019-12-31$1,225,696
Total transfer of assets from this plan2019-12-31$1,225,696
Total income from all sources (including contributions)2019-12-31$333,432
Total income from all sources (including contributions)2019-12-31$333,432
Total of all expenses incurred2019-12-31$33,406
Total of all expenses incurred2019-12-31$33,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$33,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$33,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$154,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$154,254
Value of total assets at end of year2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$925,670
Value of total assets at beginning of year2019-12-31$925,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$122,569
Value of fidelity bond cover2019-12-31$122,569
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$126,888
Contributions received from participants2019-12-31$126,888
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$8,376
Participant contributions at beginning of year2019-12-31$8,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$300,026
Value of net income/loss2019-12-31$300,026
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$925,670
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$925,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$915,439
Value of interest in pooled separate accounts at beginning of year2019-12-31$915,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$179,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$179,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$27,366
Contributions received in cash from employer2019-12-31$27,366
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,855
Employer contributions (assets) at beginning of year2019-12-31$1,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$33,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$33,406
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FASTEN HALBERSTAM LLP
Accountancy firm name2019-12-31FASTEN HALBERSTAM LLP
Accountancy firm EIN2019-12-31472319109
Accountancy firm EIN2019-12-31472319109
2018 : ARISTACARE AT WHITING 401K PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$200
Total income from all sources (including contributions)2018-12-31$69,187
Total of all expenses incurred2018-12-31$38,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$38,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$141,612
Value of total assets at end of year2018-12-31$925,670
Value of total assets at beginning of year2018-12-31$895,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$92,567
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$117,084
Participant contributions at end of year2018-12-31$8,376
Participant contributions at beginning of year2018-12-31$8,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$30,731
Value of net assets at end of year (total assets less liabilities)2018-12-31$925,670
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$894,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$915,439
Value of interest in pooled separate accounts at beginning of year2018-12-31$884,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-72,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$24,528
Employer contributions (assets) at end of year2018-12-31$1,855
Employer contributions (assets) at beginning of year2018-12-31$1,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$38,456
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FASTEN HALBERSTAM LLP
Accountancy firm EIN2018-12-31472319109
2017 : ARISTACARE AT WHITING 401K PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$200
Total income from all sources (including contributions)2017-12-31$224,983
Total of all expenses incurred2017-12-31$130,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$130,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$123,678
Value of total assets at end of year2017-12-31$895,139
Value of total assets at beginning of year2017-12-31$800,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$89,493
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$101,116
Participant contributions at end of year2017-12-31$8,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$94,265
Value of net assets at end of year (total assets less liabilities)2017-12-31$894,939
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$800,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$884,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$800,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$101,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$22,562
Employer contributions (assets) at end of year2017-12-31$1,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$130,718
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FASTEN HALBERSTAM LLP
Accountancy firm EIN2017-12-31472319109
2016 : ARISTACARE AT WHITING 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$162,286
Total of all expenses incurred2016-12-31$148,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$148,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$123,016
Value of total assets at end of year2016-12-31$800,674
Value of total assets at beginning of year2016-12-31$786,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$80,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$101,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$13,773
Value of net assets at end of year (total assets less liabilities)2016-12-31$800,674
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$786,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$800,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$786,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$39,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$21,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$148,513
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DAVID FISCH & CO.
Accountancy firm EIN2016-12-31133624679
2015 : ARISTACARE AT WHITING 401K PLAN 2015 401k financial data
Total transfer of assets from this plan2015-12-31$54,176
Total income from all sources (including contributions)2015-12-31$125,923
Total of all expenses incurred2015-12-31$13,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$141,838
Value of total assets at end of year2015-12-31$786,901
Value of total assets at beginning of year2015-12-31$728,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$79,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$118,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$112,508
Value of net assets at end of year (total assets less liabilities)2015-12-31$786,901
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$728,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$786,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$728,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-15,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$23,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,415
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DAVID FISCH & CO. CPAS PA
Accountancy firm EIN2015-12-31133624679
2014 : ARISTACARE AT WHITING 401K PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$139,196
Total of all expenses incurred2014-12-31$8,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$120,032
Value of total assets at end of year2014-12-31$728,569
Value of total assets at beginning of year2014-12-31$597,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$101,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$130,600
Value of net assets at end of year (total assets less liabilities)2014-12-31$728,569
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$597,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$728,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$597,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$19,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$18,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,596
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DAVID FISCH & CO. CPAS PA
Accountancy firm EIN2014-12-31133624679
2013 : ARISTACARE AT WHITING 401K PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$172,989
Total of all expenses incurred2013-12-31$51,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$51,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$125,567
Value of total assets at end of year2013-12-31$597,969
Value of total assets at beginning of year2013-12-31$476,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$103,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$121,191
Value of net assets at end of year (total assets less liabilities)2013-12-31$597,969
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$476,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$597,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$476,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$47,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$22,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$51,798
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DAVID FISCH & CO CPAS PC
Accountancy firm EIN2013-12-31133624679

Form 5500 Responses for ARISTACARE AT WHITING 401K PLAN

2019: ARISTACARE AT WHITING 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ARISTACARE AT WHITING 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ARISTACARE AT WHITING 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ARISTACARE AT WHITING 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ARISTACARE AT WHITING 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ARISTACARE AT WHITING 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ARISTACARE AT WHITING 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number350-01009
Policy instance 1
Insurance contract or identification number350-01009
Number of Individuals Covered42
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,315
Total amount of fees paid to insurance companyUSD $1,129
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,315
Amount paid for insurance broker fees1129
Insurance broker organization code?5
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number350-01009
Policy instance 1
Insurance contract or identification number350-01009
Number of Individuals Covered115
Total amount of commissions paid to insurance brokerUSD $5,711
Total amount of fees paid to insurance companyUSD $1,079
Commission paid to Insurance BrokerUSD $5,711
Amount paid for insurance broker fees1079
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number350-01009
Policy instance 1
Insurance contract or identification number350-01009
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,921
Total amount of fees paid to insurance companyUSD $1,025
Commission paid to Insurance BrokerUSD $4,921
Amount paid for insurance broker fees1025
Insurance broker organization code?4
Insurance broker nameWALNUT STREET SECURITIES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number350-01009
Policy instance 1
Insurance contract or identification number350-01009
Number of Individuals Covered35
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,375
Total amount of fees paid to insurance companyUSD $963
Commission paid to Insurance BrokerUSD $4,375
Amount paid for insurance broker fees963
Insurance broker organization code?4
Insurance broker nameWALNUT STREET SECURITIES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number350-01009
Policy instance 1
Insurance contract or identification number350-01009
Number of Individuals Covered132
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $3,961
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees3961
Additional information about fees paid to insurance broker861
Insurance broker organization code?4
Insurance broker nameWALNUT STREET SECURITIES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number350-01009
Policy instance 1
Insurance contract or identification number350-01009
Number of Individuals Covered125
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $3,182
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3182
Additional information about fees paid to insurance broker660
Insurance broker organization code?4
Insurance broker nameWALNUT STREET SECURITIES

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