401k Plan data: AIR FORCE VILLAGE WEST 403(B) PLAN plan

AIR FORCE VILLAGE WEST 403(B) PLAN 401k Plan overview

Plan Name	AIR FORCE VILLAGE WEST 403(B) PLAN
Plan identification number	001

AIR FORCE VILLAGE WEST 403(B) PLAN Benefits

401k Plan Type

Defined 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.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

AIR FORCE VILLAGE WEST has sponsored the creation of one or more 401k plans.

Company Name: AIR FORCE VILLAGE WEST

Employer identification number (EIN): 330061828

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AIR FORCE VILLAGE WEST 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01
001 2012-01-01 ERVIN REED
001 2011-01-01 ERVIN REED
001 2009-01-01 CHARLES LAMB

Plan Statistics for AIR FORCE VILLAGE WEST 403(B) PLAN

401k plan membership statisitcs for AIR FORCE VILLAGE WEST 403(B) PLAN

Measure Date Value
2013: AIR FORCE VILLAGE WEST 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 70
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 53
Total of all active and inactive participants 2013-01-01 123
Total participants 2013-01-01 123
2012: AIR FORCE VILLAGE WEST 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 74
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 53
Total of all active and inactive participants 2012-01-01 128
Total participants 2012-01-01 128
2011: AIR FORCE VILLAGE WEST 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 81
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 49
Total of all active and inactive participants 2011-01-01 131
Total participants 2011-01-01 131
2009: AIR FORCE VILLAGE WEST 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 318
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 372
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 44
Total of all active and inactive participants 2009-01-01 417
Total participants 2009-01-01 417
Number of participants with account balances 2009-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 11

Measure	Date	Value
2013: AIR FORCE VILLAGE WEST 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	70
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	53
Total of all active and inactive participants	2013-01-01	123
Total participants	2013-01-01	123
2012: AIR FORCE VILLAGE WEST 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	74
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	53
Total of all active and inactive participants	2012-01-01	128
Total participants	2012-01-01	128
2011: AIR FORCE VILLAGE WEST 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	81
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	49
Total of all active and inactive participants	2011-01-01	131
Total participants	2011-01-01	131
2009: AIR FORCE VILLAGE WEST 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	318
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	372
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	44
Total of all active and inactive participants	2009-01-01	417
Total participants	2009-01-01	417
Number of participants with account balances	2009-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	11

Financial Data on AIR FORCE VILLAGE WEST 403(B) PLAN

Measure	Date	Value
2013 : AIR FORCE VILLAGE WEST 403(B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$214,419
Total unrealized appreciation/depreciation of assets	2013-12-31	$214,419
Total income from all sources (including contributions)	2013-12-31	$369,629
Total of all expenses incurred	2013-12-31	$131,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$130,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$127,322
Value of total assets at end of year	2013-12-31	$2,034,725
Value of total assets at beginning of year	2013-12-31	$1,796,237
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$617
Total interest from all sources	2013-12-31	$27,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$127,322
Participant contributions at end of year	2013-12-31	$39,962
Participant contributions at beginning of year	2013-12-31	$46,243
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$238,488
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,034,725
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,796,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,021,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$796,473
Interest on participant loans	2013-12-31	$1,376
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$26,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$973,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$952,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$130,524
Contract administrator fees	2013-12-31	$617
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MUELLER PROST LC
Accountancy firm EIN	2013-12-31	431594752
2012 : AIR FORCE VILLAGE WEST 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$98,908
Total unrealized appreciation/depreciation of assets	2012-12-31	$98,908
Total income from all sources (including contributions)	2012-12-31	$288,998
Total of all expenses incurred	2012-12-31	$331,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$294,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$157,913
Value of total assets at end of year	2012-12-31	$1,796,237
Value of total assets at beginning of year	2012-12-31	$1,838,417
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$36,704
Total interest from all sources	2012-12-31	$32,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$153,670
Participant contributions at end of year	2012-12-31	$46,243
Participant contributions at beginning of year	2012-12-31	$41,273
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$730
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$725
Administrative expenses (other) incurred	2012-12-31	$36,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-42,180
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,796,237
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,838,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$796,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$671,550
Interest on participant loans	2012-12-31	$1,367
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$30,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$952,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,119,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$4,243
Employer contributions (assets) at end of year	2012-12-31	$600
Employer contributions (assets) at beginning of year	2012-12-31	$5,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$294,474
Contract administrator fees	2012-12-31	$496
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	AHERN ADCOCK DEVLIN LLP
Accountancy firm EIN	2012-12-31	330919055
2011 : AIR FORCE VILLAGE WEST 403(B) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-10,581
Total unrealized appreciation/depreciation of assets	2011-12-31	$-10,581
Total income from all sources (including contributions)	2011-12-31	$178,876
Total of all expenses incurred	2011-12-31	$70,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$70,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$154,964
Value of total assets at end of year	2011-12-31	$1,838,417
Value of total assets at beginning of year	2011-12-31	$1,730,241
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$397
Total interest from all sources	2011-12-31	$34,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$151,223
Participant contributions at end of year	2011-12-31	$41,273
Participant contributions at beginning of year	2011-12-31	$38,798
Participant contributions at end of year	2011-12-31	$5,664
Participant contributions at beginning of year	2011-12-31	$5,793
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$725
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$108,176
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,838,417
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,730,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$671,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$668,237
Interest on participant loans	2011-12-31	$1,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$33,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,119,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,016,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$3,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$70,303
Contract administrator fees	2011-12-31	$397
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	AHERN ADCOCK DEVLIN LLP
Accountancy firm EIN	2011-12-31	330919055
2010 : AIR FORCE VILLAGE WEST 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$292,910
Total of all expenses incurred	2010-12-31	$90,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$89,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$165,513
Value of total assets at end of year	2010-12-31	$1,730,241
Value of total assets at beginning of year	2010-12-31	$1,503,687
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$281
Total interest from all sources	2010-12-31	$34,220
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$93,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$93,177
Administrative expenses professional fees incurred	2010-12-31	$281
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$163,633
Participant contributions at end of year	2010-12-31	$38,798
Participant contributions at beginning of year	2010-12-31	$18,164
Participant contributions at end of year	2010-12-31	$5,793
Participant contributions at beginning of year	2010-12-31	$6,330
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$534
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$1,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$202,823
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,730,241
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,503,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$668,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$535,896
Interest on participant loans	2010-12-31	$1,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$33,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,016,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$942,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$89,806
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	AHERN ADCOCK DEVLIN LLP
Accountancy firm EIN	2010-12-31	330919055

Form 5500 Responses for AIR FORCE VILLAGE WEST 403(B) PLAN

2013: AIR FORCE VILLAGE WEST 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: AIR FORCE VILLAGE WEST 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: AIR FORCE VILLAGE WEST 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: AIR FORCE VILLAGE WEST 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	AIR FORCE VILLAGE WEST
Employer identification number (EIN):	330061828
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Plan id#	Filing Submission Date	Name of Administrator
001	2013-01-01
001	2012-01-01	ERVIN REED
001	2011-01-01	ERVIN REED
001	2009-01-01	CHARLES LAMB