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WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameWESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

WESTMINSTER VILLAGE WEST LAFAYETTE INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:WESTMINSTER VILLAGE WEST LAFAYETTE INCORPORATED
Employer identification number (EIN):311002846
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-07-01TODD PAYNE
0012014-07-01TODD PAYNE
0012013-07-01TODD PAYNE
0012012-07-01TODD PAYNE
0012011-07-01DEANN DALTON
0012009-07-01DEANN DALTON
0012007-07-01DEANN DALTON
0012006-07-01DEANN DALTON
0012005-07-01DEANN DALTON
0012004-07-01DEANN DALTON
0012003-07-01DEANN DALTON

Plan Statistics for WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2015: WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01201
Total number of active participants reported on line 7a of the Form 55002015-07-010
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-010
Number of participants with account balances2015-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01226
Total number of active participants reported on line 7a of the Form 55002014-07-01183
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0118
Total of all active and inactive participants2014-07-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01201
Number of participants with account balances2014-07-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01188
Total number of active participants reported on line 7a of the Form 55002013-07-01206
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0120
Total of all active and inactive participants2013-07-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01226
Number of participants with account balances2013-07-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01177
Total number of active participants reported on line 7a of the Form 55002012-07-01168
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0120
Total of all active and inactive participants2012-07-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01188
Number of participants with account balances2012-07-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01168
Total number of active participants reported on line 7a of the Form 55002011-07-01158
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0119
Total of all active and inactive participants2011-07-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01177
Number of participants with account balances2011-07-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01152
Total number of active participants reported on line 7a of the Form 55002009-07-01144
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-012
Total of all active and inactive participants2009-07-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01146
Number of participants with account balances2009-07-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2015 : WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$2,989
Total income from all sources (including contributions)2015-08-31$-1,836
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$1,305,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$1,305,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$35,534
Value of total assets at end of year2015-08-31$0
Value of total assets at beginning of year2015-08-31$1,310,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$0
Total interest from all sources2015-08-31$1,335
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-08-31$0
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$500,000
If this is an individual account plan, was there a blackout period2015-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$25,255
Participant contributions at end of year2015-08-31$0
Participant contributions at beginning of year2015-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-1,307,529
Value of net assets at end of year (total assets less liabilities)2015-08-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$1,307,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$954,003
Value of interest in pooled separate accounts at end of year2015-08-31$0
Value of interest in pooled separate accounts at beginning of year2015-08-31$143,248
Interest earned on other investments2015-08-31$1,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-08-31$213,267
Expenses. Payments to insurance carriers foe the provision of benefits2015-08-31$1,246,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-40,689
Net investment gain/loss from pooled separate accounts2015-08-31$1,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$10,279
Employer contributions (assets) at end of year2015-08-31$0
Employer contributions (assets) at beginning of year2015-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$59,360
Liabilities. Value of benefit claims payable at end of year2015-08-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-08-31$2,989
Did the plan have assets held for investment2015-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-08-31410746749
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$2,989
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$3,916
Total income from all sources (including contributions)2015-06-30$220,204
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$51,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$48,932
Value of total corrective distributions2015-06-30$2,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$161,331
Value of total assets at end of year2015-06-30$1,310,518
Value of total assets at beginning of year2015-06-30$1,143,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$7,170
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$115,943
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$168,283
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,307,529
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,139,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$954,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$876,683
Value of interest in pooled separate accounts at end of year2015-06-30$143,248
Value of interest in pooled separate accounts at beginning of year2015-06-30$101,479
Interest earned on other investments2015-06-30$7,170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$213,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$165,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$39,802
Net investment gain/loss from pooled separate accounts2015-06-30$11,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$45,388
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$48,932
Liabilities. Value of benefit claims payable at end of year2015-06-30$2,989
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$3,916
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-06-30410746749
2014 : WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$3,916
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$3,126
Total income from all sources (including contributions)2014-06-30$282,160
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$42,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$38,311
Value of total corrective distributions2014-06-30$3,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$139,878
Value of total assets at end of year2014-06-30$1,143,162
Value of total assets at beginning of year2014-06-30$902,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$5,627
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$91,186
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$8,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$239,933
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,139,246
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$899,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$876,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$685,214
Value of interest in pooled separate accounts at end of year2014-06-30$101,479
Value of interest in pooled separate accounts at beginning of year2014-06-30$87,056
Interest earned on other investments2014-06-30$5,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$165,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$130,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$126,735
Net investment gain/loss from pooled separate accounts2014-06-30$9,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$40,081
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$38,311
Liabilities. Value of benefit claims payable at end of year2014-06-30$3,916
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$3,126
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-06-30410746749
2013 : WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$3,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$3,036
Total income from all sources (including contributions)2013-06-30$196,342
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$9,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$6,522
Value of total corrective distributions2013-06-30$3,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$114,627
Value of total assets at end of year2013-06-30$902,439
Value of total assets at beginning of year2013-06-30$715,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$4,988
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$125,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$76,418
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$186,694
Value of net assets at end of year (total assets less liabilities)2013-06-30$899,313
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$712,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$685,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$532,707
Value of interest in pooled separate accounts at end of year2013-06-30$87,056
Value of interest in pooled separate accounts at beginning of year2013-06-30$65,826
Interest earned on other investments2013-06-30$4,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$130,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$117,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$70,325
Net investment gain/loss from pooled separate accounts2013-06-30$6,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$38,209
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$6,522
Liabilities. Value of benefit claims payable at end of year2013-06-30$3,126
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$3,036
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-06-30410746749
2012 : WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$3,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$2,144
Total income from all sources (including contributions)2012-06-30$113,308
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$34,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$31,036
Value of total corrective distributions2012-06-30$3,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$98,406
Value of total assets at end of year2012-06-30$715,655
Value of total assets at beginning of year2012-06-30$635,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$4,854
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$125,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$65,418
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$1,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$79,236
Value of net assets at end of year (total assets less liabilities)2012-06-30$712,619
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$633,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$532,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$462,699
Value of interest in pooled separate accounts at end of year2012-06-30$65,826
Value of interest in pooled separate accounts at beginning of year2012-06-30$54,510
Interest earned on other investments2012-06-30$4,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$117,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$116,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$3,679
Net investment gain/loss from pooled separate accounts2012-06-30$6,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$32,988
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$31,036
Liabilities. Value of benefit claims payable at end of year2012-06-30$3,036
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$2,144
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-06-30410746749
2011 : WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$2,144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$189,192
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$15,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$13,823
Value of total corrective distributions2011-06-30$2,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$99,507
Value of total assets at end of year2011-06-30$635,527
Value of total assets at beginning of year2011-06-30$460,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$4,407
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$125,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$66,525
Participant contributions at end of year2011-06-30$1,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$173,225
Value of net assets at end of year (total assets less liabilities)2011-06-30$633,383
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$460,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$462,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$315,782
Value of interest in pooled separate accounts at end of year2011-06-30$54,510
Value of interest in pooled separate accounts at beginning of year2011-06-30$40,959
Interest earned on other investments2011-06-30$4,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$116,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$103,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$76,805
Net investment gain/loss from pooled separate accounts2011-06-30$8,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$32,982
Employer contributions (assets) at end of year2011-06-30$525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$13,823
Liabilities. Value of benefit claims payable at end of year2011-06-30$2,144
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-06-30410746749
2010 : WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN

2015: WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingYes
2015-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2007: WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedYes
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2006: WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2006 form 5500 responses
2006-07-01Type of plan entitySingle employer plan
2006-07-01Submission has been amendedYes
2006-07-01This submission is the final filingNo
2006-07-01This return/report is a short plan year return/report (less than 12 months)No
2006-07-01Plan is a collectively bargained planNo
2005: WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2005 form 5500 responses
2005-07-01Type of plan entitySingle employer plan
2005-07-01Submission has been amendedYes
2005-07-01This submission is the final filingNo
2005-07-01This return/report is a short plan year return/report (less than 12 months)No
2005-07-01Plan is a collectively bargained planNo
2004: WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2004 form 5500 responses
2004-07-01Type of plan entitySingle employer plan
2004-07-01Submission has been amendedYes
2004-07-01This submission is the final filingNo
2004-07-01This return/report is a short plan year return/report (less than 12 months)No
2004-07-01Plan is a collectively bargained planNo
2003: WESTMINSTER VILLAGE DEFINED CONTRIBUTION RETIREMENT PLAN 2003 form 5500 responses
2003-07-01Type of plan entitySingle employer plan
2003-07-01Submission has been amendedYes
2003-07-01This submission is the final filingNo
2003-07-01This return/report is a short plan year return/report (less than 12 months)No
2003-07-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number388486
Policy instance 1
Insurance contract or identification number388486
Number of Individuals Covered0
Insurance policy start date2015-07-01
Insurance policy end date2015-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number388486
Policy instance 1
Insurance contract or identification number388486
Number of Individuals Covered64
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number388486
Policy instance 1
Insurance contract or identification number388486
Number of Individuals Covered60
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number388486
Policy instance 1
Insurance contract or identification number388486
Number of Individuals Covered55
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number388486
Policy instance 1
Insurance contract or identification number388486
Number of Individuals Covered52
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number388486
Policy instance 1
Insurance contract or identification number388486
Number of Individuals Covered50
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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