401k Plan data: THE GUILFORD HOUSE 401(K) RETIREMENT PLAN plan

THE GUILFORD HOUSE 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	THE GUILFORD HOUSE 401(K) RETIREMENT PLAN
Plan identification number	001

THE GUILFORD HOUSE 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

THE GUILFORD HOUSE, LLC has sponsored the creation of one or more 401k plans.

Company Name: THE GUILFORD HOUSE, LLC

Employer identification number (EIN): 300071036

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GUILFORD HOUSE 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01 CALVIN A. MOFFIE 2024-01-13
001 2021-10-01 CALVIN A. MOFFIE 2023-03-10
001 2020-10-01 CALVIN A. MOFFIE 2022-01-17
001 2019-10-01 CALVIN A. MOFFIE 2021-02-05
001 2018-10-01 CALVIN A. MOFFIE 2019-12-05
001 2017-10-01 CALVIN A. MOFFIE 2019-02-20
001 2016-10-01 CALVIN A. MOFFIE 2018-02-13
001 2015-10-01 CALVIN A. MOFFIE 2016-12-29
001 2014-10-01 CALVIN A. MOFFIE
001 2013-10-01 CALVIN A. MOFFIE
001 2012-10-01 CALVIN A. MOFFIE
001 2011-10-01 CALVIN A. MOFFIE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-10-01	CALVIN A. MOFFIE	2024-01-13
001	2021-10-01	CALVIN A. MOFFIE	2023-03-10
001	2020-10-01	CALVIN A. MOFFIE	2022-01-17
001	2019-10-01	CALVIN A. MOFFIE	2021-02-05
001	2018-10-01	CALVIN A. MOFFIE	2019-12-05
001	2017-10-01	CALVIN A. MOFFIE	2019-02-20
001	2016-10-01	CALVIN A. MOFFIE	2018-02-13
001	2015-10-01	CALVIN A. MOFFIE	2016-12-29
001	2014-10-01	CALVIN A. MOFFIE
001	2013-10-01	CALVIN A. MOFFIE
001	2012-10-01	CALVIN A. MOFFIE
001	2011-10-01	CALVIN A. MOFFIE

Plan Statistics for THE GUILFORD HOUSE 401(K) RETIREMENT PLAN

401k plan membership statisitcs for THE GUILFORD HOUSE 401(K) RETIREMENT PLAN

Measure Date Value
2014: THE GUILFORD HOUSE 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 71
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 95
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 1
Total of all active and inactive participants 2014-10-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 96
Number of participants with account balances 2014-10-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: THE GUILFORD HOUSE 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 69
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 67
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 4
Total of all active and inactive participants 2013-10-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 71
Number of participants with account balances 2013-10-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 3
2012: THE GUILFORD HOUSE 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 68
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 68
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 1
Total of all active and inactive participants 2012-10-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 69
Number of participants with account balances 2012-10-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 1
2011: THE GUILFORD HOUSE 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 0
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 65
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 3
Total of all active and inactive participants 2011-10-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 68
Number of participants with account balances 2011-10-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0

Measure	Date	Value
2014: THE GUILFORD HOUSE 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	71
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	95
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	1
Total of all active and inactive participants	2014-10-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	96
Number of participants with account balances	2014-10-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: THE GUILFORD HOUSE 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	69
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	67
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	4
Total of all active and inactive participants	2013-10-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	71
Number of participants with account balances	2013-10-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	3
2012: THE GUILFORD HOUSE 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	68
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	68
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	1
Total of all active and inactive participants	2012-10-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	69
Number of participants with account balances	2012-10-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	1
2011: THE GUILFORD HOUSE 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	0
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	65
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	3
Total of all active and inactive participants	2011-10-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	68
Number of participants with account balances	2011-10-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0

Financial Data on THE GUILFORD HOUSE 401(K) RETIREMENT PLAN

Measure	Date	Value
2015 : THE GUILFORD HOUSE 401(K) RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-09-30	$0
Total plan liabilities at end of year	2015-09-30	$0
Total plan liabilities at beginning of year	2015-09-30	$0
Total income from all sources	2015-09-30	$69,358
Expenses. Total of all expenses incurred	2015-09-30	$13,401
Benefits paid (including direct rollovers)	2015-09-30	$6,691
Total plan assets at end of year	2015-09-30	$242,057
Total plan assets at beginning of year	2015-09-30	$186,100
Value of fidelity bond covering the plan	2015-09-30	$500,000
Total contributions received or receivable from participants	2015-09-30	$60,716
Expenses. Other expenses not covered elsewhere	2015-09-30	$0
Contributions received from other sources (not participants or employers)	2015-09-30	$0
Other income received	2015-09-30	$-10,258
Noncash contributions received	2015-09-30	$0
Net income (gross income less expenses)	2015-09-30	$55,957
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$242,057
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$186,100
Total contributions received or receivable from employer(s)	2015-09-30	$18,900
Value of certain deemed distributions of participant loans	2015-09-30	$0
Value of corrective distributions	2015-09-30	$2,900
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$3,810
2014 : THE GUILFORD HOUSE 401(K) RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-09-30	$0
Total plan liabilities at end of year	2014-09-30	$0
Total plan liabilities at beginning of year	2014-09-30	$0
Total income from all sources	2014-09-30	$64,583
Expenses. Total of all expenses incurred	2014-09-30	$12,793
Benefits paid (including direct rollovers)	2014-09-30	$6,687
Total plan assets at end of year	2014-09-30	$186,100
Total plan assets at beginning of year	2014-09-30	$134,310
Total contributions received or receivable from participants	2014-09-30	$54,990
Expenses. Other expenses not covered elsewhere	2014-09-30	$0
Contributions received from other sources (not participants or employers)	2014-09-30	$0
Other income received	2014-09-30	$9,593
Noncash contributions received	2014-09-30	$0
Net income (gross income less expenses)	2014-09-30	$51,790
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$186,100
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$134,310
Total contributions received or receivable from employer(s)	2014-09-30	$0
Value of certain deemed distributions of participant loans	2014-09-30	$0
Value of corrective distributions	2014-09-30	$3,241
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$2,865
2013 : THE GUILFORD HOUSE 401(K) RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-09-30	$0
Total plan liabilities at end of year	2013-09-30	$0
Total plan liabilities at beginning of year	2013-09-30	$0
Total income from all sources	2013-09-30	$87,568
Expenses. Total of all expenses incurred	2013-09-30	$9,253
Benefits paid (including direct rollovers)	2013-09-30	$8,010
Total plan assets at end of year	2013-09-30	$134,310
Total plan assets at beginning of year	2013-09-30	$55,995
Value of fidelity bond covering the plan	2013-09-30	$10,000
Total contributions received or receivable from participants	2013-09-30	$56,539
Expenses. Other expenses not covered elsewhere	2013-09-30	$0
Contributions received from other sources (not participants or employers)	2013-09-30	$561
Other income received	2013-09-30	$6,448
Noncash contributions received	2013-09-30	$0
Net income (gross income less expenses)	2013-09-30	$78,315
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$134,310
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$55,995
Total contributions received or receivable from employer(s)	2013-09-30	$24,020
Value of certain deemed distributions of participant loans	2013-09-30	$0
Value of corrective distributions	2013-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$1,243
2012 : THE GUILFORD HOUSE 401(K) RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan	2012-09-30	$0
Total plan liabilities at end of year	2012-09-30	$0
Total plan liabilities at beginning of year	2012-09-30	$0
Total income from all sources	2012-09-30	$56,239
Expenses. Total of all expenses incurred	2012-09-30	$244
Benefits paid (including direct rollovers)	2012-09-30	$0
Total plan assets at end of year	2012-09-30	$55,995
Total plan assets at beginning of year	2012-09-30	$0
Total contributions received or receivable from participants	2012-09-30	$37,060
Expenses. Other expenses not covered elsewhere	2012-09-30	$0
Contributions received from other sources (not participants or employers)	2012-09-30	$0
Other income received	2012-09-30	$1,461
Noncash contributions received	2012-09-30	$0
Net income (gross income less expenses)	2012-09-30	$55,995
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$55,995
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$0
Total contributions received or receivable from employer(s)	2012-09-30	$17,718
Value of certain deemed distributions of participant loans	2012-09-30	$0
Value of corrective distributions	2012-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$244

Form 5500 Responses for THE GUILFORD HOUSE 401(K) RETIREMENT PLAN

2014: THE GUILFORD HOUSE 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Insurance	Yes
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement – Insurance	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: THE GUILFORD HOUSE 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: THE GUILFORD HOUSE 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: THE GUILFORD HOUSE 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	First time form 5500 has been submitted	Yes
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

807502

Policy instance

Insurance contract or identification number	807502
Number of Individuals Covered	92
Insurance policy start date	2014-10-01
Insurance policy end date	2015-09-30
Total amount of commissions paid to insurance broker	USD $800
Total amount of fees paid to insurance company	USD $158
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $800
Insurance broker organization code?	3
Amount paid for insurance broker fees	158
Additional information about fees paid to insurance broker	THIRD PARTY ADMINISTRATIVE FEES
Insurance broker name	WELLS THOMAS, LLC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

807502

Policy instance

Insurance contract or identification number	807502
Insurance policy start date	2013-10-01
Insurance policy end date	2014-09-30
Total amount of commissions paid to insurance broker	USD $516
Total amount of fees paid to insurance company	USD $383
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $516
Amount paid for insurance broker fees	112
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	CITIGROUP GLOBAL MARKETS INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

807502

Policy instance

Insurance contract or identification number	807502
Number of Individuals Covered	22
Insurance policy start date	2012-10-01
Insurance policy end date	2013-09-30
Total amount of commissions paid to insurance broker	USD $211
Total amount of fees paid to insurance company	USD $107
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $211
Amount paid for insurance broker fees	44
Additional information about fees paid to insurance broker	REFERRAL SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	CITIGROUP GLOBAL MARKETS INC

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Company Name:	THE GUILFORD HOUSE, LLC
Employer identification number (EIN):	300071036
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities