401k Plan data: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST plan

VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AVANTI HEALTH SYSTEMS has sponsored the creation of one or more 401k plans.

Company Name: AVANTI HEALTH SYSTEMS

Employer identification number (EIN): 331016260

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOSEPH SIMONICH
001 2016-01-01 JOSEPH SIMONICH
001 2015-01-01 JOSEPH SIMONICH
001 2014-01-01 JOSEPH SIMONICH
001 2013-01-01 JOSEPH SIMONICH
001 2012-01-01 JOSEPH SIMONICH
001 2011-01-01 JOSEPH SIMONICH
001 2009-01-01 JOSEPH SIMONICH

Plan Statistics for VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 343
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 220
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 97
Total of all active and inactive participants 2022-01-01 317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 317
Number of participants with account balances 2022-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 328
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 232
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 110
Total of all active and inactive participants 2021-01-01 342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 342
Number of participants with account balances 2021-01-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 470
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 427
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 44
Total of all active and inactive participants 2020-01-01 471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 471
Number of participants with account balances 2020-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 24
2019: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 481
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 418
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 52
Total of all active and inactive participants 2019-01-01 470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 470
Number of participants with account balances 2019-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 50
2018: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 485
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 427
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 35
Total of all active and inactive participants 2018-01-01 462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 462
Number of participants with account balances 2018-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 67
2017: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 486
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 425
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 30
Total of all active and inactive participants 2017-01-01 455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 455
Number of participants with account balances 2017-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 52
2016: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 496
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 454
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 31
Total of all active and inactive participants 2016-01-01 486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 486
Number of participants with account balances 2016-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 48
2015: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 497
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 475
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 20
Total of all active and inactive participants 2015-01-01 496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 496
Number of participants with account balances 2015-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 46
2014: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 495
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 457
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 23
Total of all active and inactive participants 2014-01-01 480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 480
Number of participants with account balances 2014-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 50
2013: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 532
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 458
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 26
Total of all active and inactive participants 2013-01-01 484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 484
Number of participants with account balances 2013-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 55
2012: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 580
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 504
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 28
Total of all active and inactive participants 2012-01-01 532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 532
Number of participants with account balances 2012-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 86
2011: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 545
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 498
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 27
Total of all active and inactive participants 2011-01-01 525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 525
Number of participants with account balances 2011-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 48
2009: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 642
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 502
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 28
Total of all active and inactive participants 2009-01-01 531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 531
Number of participants with account balances 2009-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 77

Measure	Date	Value
2022: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	343
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	220
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	97
Total of all active and inactive participants	2022-01-01	317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	317
Number of participants with account balances	2022-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	328
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	232
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	110
Total of all active and inactive participants	2021-01-01	342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	342
Number of participants with account balances	2021-01-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	470
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	427
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	44
Total of all active and inactive participants	2020-01-01	471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	471
Number of participants with account balances	2020-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	24
2019: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	481
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	418
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	52
Total of all active and inactive participants	2019-01-01	470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	470
Number of participants with account balances	2019-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	50
2018: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	485
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	427
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	35
Total of all active and inactive participants	2018-01-01	462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	462
Number of participants with account balances	2018-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	67
2017: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	486
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	425
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	30
Total of all active and inactive participants	2017-01-01	455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	455
Number of participants with account balances	2017-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	52
2016: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	496
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	454
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	31
Total of all active and inactive participants	2016-01-01	486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	486
Number of participants with account balances	2016-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	48
2015: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	497
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	475
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	20
Total of all active and inactive participants	2015-01-01	496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	496
Number of participants with account balances	2015-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	46
2014: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	495
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	457
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	23
Total of all active and inactive participants	2014-01-01	480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	480
Number of participants with account balances	2014-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	50
2013: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	532
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	458
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	26
Total of all active and inactive participants	2013-01-01	484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	484
Number of participants with account balances	2013-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	55
2012: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	580
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	504
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	28
Total of all active and inactive participants	2012-01-01	532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	532
Number of participants with account balances	2012-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	86
2011: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	545
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	498
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	27
Total of all active and inactive participants	2011-01-01	525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	525
Number of participants with account balances	2011-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	48
2009: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	642
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	502
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	28
Total of all active and inactive participants	2009-01-01	531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	531
Number of participants with account balances	2009-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	77

Financial Data on VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2022 : VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-639,229
Total of all expenses incurred	2022-12-31	$606,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$573,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$403,864
Value of total assets at end of year	2022-12-31	$6,939,364
Value of total assets at beginning of year	2022-12-31	$8,184,753
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,863
Total interest from all sources	2022-12-31	$2,562
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$155,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$155,743
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$285,426
Participant contributions at end of year	2022-12-31	$86,885
Participant contributions at beginning of year	2022-12-31	$30,308
Administrative expenses (other) incurred	2022-12-31	$22,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,245,389
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,939,364
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,184,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$9,875
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,826,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,127,999
Interest on participant loans	2022-12-31	$2,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$26,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$26,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$26,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,201,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$118,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$573,297
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	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WIPFLI LLC
Accountancy firm EIN	2022-12-31	390758449
2021 : VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$5,407
Total income from all sources (including contributions)	2021-12-31	$1,579,034
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,335,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,272,326
Expenses. Certain deemed distributions of participant loans	2021-12-31	$18,437
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$528,685
Value of total assets at end of year	2021-12-31	$8,184,753
Value of total assets at beginning of year	2021-12-31	$7,946,631
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$44,742
Total interest from all sources	2021-12-31	$2,404
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$487,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$487,066
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$378,250
Participant contributions at end of year	2021-12-31	$30,308
Participant contributions at beginning of year	2021-12-31	$80,895
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$5,407
Administrative expenses (other) incurred	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$243,529
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,184,753
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,941,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$33,641
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,127,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,665,610
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$2,398
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$26,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$200,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$200,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$6
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$560,879
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$0
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$150,435
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,272,326
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$11,101
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	2021-12-31	Yes
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WIPFLI LLC
Accountancy firm EIN	2021-12-31	390758449
2020 : VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$5,407
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$4,003
Total income from all sources (including contributions)	2020-12-31	$1,882,879
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$976,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$970,339
Value of total corrective distributions	2020-12-31	$4,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$712,455
Value of total assets at end of year	2020-12-31	$7,946,631
Value of total assets at beginning of year	2020-12-31	$7,038,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,065
Total interest from all sources	2020-12-31	$3,870
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$208,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$208,502
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$511,578
Participant contributions at end of year	2020-12-31	$80,895
Participant contributions at beginning of year	2020-12-31	$74,089
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,308
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$5,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$4,003
Other income not declared elsewhere	2020-12-31	$3,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$906,472
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,941,224
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,034,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,665,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,893,967
Interest on participant loans	2020-12-31	$3,790
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$200,126
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$70,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$70,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$80
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$954,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$198,569
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$970,339
Contract administrator fees	2020-12-31	$2,065
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WIPFLI LLP
Accountancy firm EIN	2020-12-31	390758449
2019 : VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$4,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,841,005
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$583,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$581,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$606,678
Value of total assets at end of year	2019-12-31	$7,038,755
Value of total assets at beginning of year	2019-12-31	$5,777,701
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,323
Total interest from all sources	2019-12-31	$5,721
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$295,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$295,983
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$467,797
Participant contributions at end of year	2019-12-31	$74,089
Participant contributions at beginning of year	2019-12-31	$80,546
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$6,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$4,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,257,051
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,034,752
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,777,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,893,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,647,729
Interest on participant loans	2019-12-31	$4,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$70,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$49,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$49,426
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$932,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$132,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$581,631
Contract administrator fees	2019-12-31	$2,323
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WIPFLI LLP
Accountancy firm EIN	2019-12-31	390758449
2018 : VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$230,447
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,566,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,563,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$541,586
Value of total assets at end of year	2018-12-31	$5,777,701
Value of total assets at beginning of year	2018-12-31	$7,113,463
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,397
Total interest from all sources	2018-12-31	$4,404
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$352,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$352,423
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$407,821
Participant contributions at end of year	2018-12-31	$80,546
Participant contributions at beginning of year	2018-12-31	$78,259
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$4,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,335,762
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,777,701
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,113,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,647,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,966,536
Interest on participant loans	2018-12-31	$3,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$49,426
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$68,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$68,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$494
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-667,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$129,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,563,812
Contract administrator fees	2018-12-31	$2,397
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WIPFLI LLP
Accountancy firm EIN	2018-12-31	390758449
2017 : VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,571,413
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$394,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$392,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$489,957
Value of total assets at end of year	2017-12-31	$7,113,463
Value of total assets at beginning of year	2017-12-31	$5,936,285
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,775
Total interest from all sources	2017-12-31	$4,055
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$299,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$299,557
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$359,898
Participant contributions at end of year	2017-12-31	$78,259
Participant contributions at beginning of year	2017-12-31	$98,745
Other income not declared elsewhere	2017-12-31	$3,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,177,178
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,113,463
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,936,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,966,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,779,893
Interest on participant loans	2017-12-31	$4,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$68,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$57,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$57,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$774,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$130,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$392,460
Contract administrator fees	2017-12-31	$1,775
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WIPFLI LLP
Accountancy firm EIN	2017-12-31	390758449
2016 : VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$931,752
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$541,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$539,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$502,885
Value of total assets at end of year	2016-12-31	$5,936,285
Value of total assets at beginning of year	2016-12-31	$5,545,793
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,455
Total interest from all sources	2016-12-31	$4,629
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$203,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$203,730
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$374,652
Participant contributions at end of year	2016-12-31	$98,745
Participant contributions at beginning of year	2016-12-31	$87,225
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$8,209
Other income not declared elsewhere	2016-12-31	$5,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$390,492
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,936,285
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,545,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,779,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,372,532
Interest on participant loans	2016-12-31	$4,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$57,647
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$86,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$86,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$214,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$120,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$539,805
Contract administrator fees	2016-12-31	$1,455
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WIPFLI LLP
Accountancy firm EIN	2016-12-31	390758449
2015 : VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$457,084
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$580,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$579,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$471,884
Value of total assets at end of year	2015-12-31	$5,545,793
Value of total assets at beginning of year	2015-12-31	$5,669,398
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,352
Total interest from all sources	2015-12-31	$3,227
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$293,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$293,086
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$337,587
Participant contributions at end of year	2015-12-31	$87,225
Participant contributions at beginning of year	2015-12-31	$90,092
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$41,257
Other income not declared elsewhere	2015-12-31	$5,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-123,605
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,545,793
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,669,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,372,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,478,832
Interest on participant loans	2015-12-31	$3,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$86,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$100,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$100,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-316,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$93,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$579,337
Contract administrator fees	2015-12-31	$1,352
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WIPFLI LLP
Accountancy firm EIN	2015-12-31	390758449
2014 : VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$674,727
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$397,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$396,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$337,872
Value of total assets at end of year	2014-12-31	$5,669,398
Value of total assets at beginning of year	2014-12-31	$5,392,268
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,025
Total interest from all sources	2014-12-31	$2,674
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$308,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$308,299
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$260,123
Participant contributions at end of year	2014-12-31	$90,092
Participant contributions at beginning of year	2014-12-31	$54,897
Other income not declared elsewhere	2014-12-31	$3,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$277,130
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,669,398
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,392,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,478,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,137,251
Interest on participant loans	2014-12-31	$2,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$100,474
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$200,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$200,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$22,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$77,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$396,572
Contract administrator fees	2014-12-31	$1,025
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WIPFLI LLP
Accountancy firm EIN	2014-12-31	390758449
2013 : VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,219,567
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$661,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$661,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$319,417
Value of total assets at end of year	2013-12-31	$5,392,268
Value of total assets at beginning of year	2013-12-31	$4,834,061
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$269
Total interest from all sources	2013-12-31	$3,171
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$207,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$207,021
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$232,108
Participant contributions at end of year	2013-12-31	$54,897
Participant contributions at beginning of year	2013-12-31	$77,235
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,183
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
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$558,207
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,392,268
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,834,061
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	$5,137,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,561,329
Interest on participant loans	2013-12-31	$2,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$200,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$195,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$195,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$526
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$689,958
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
Contributions received in cash from employer	2013-12-31	$86,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$661,091
Contract administrator fees	2013-12-31	$269
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	WIPFLI LLP
Accountancy firm EIN	2013-12-31	390758449
2012 : VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$948,181
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$532,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$532,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$361,479
Value of total assets at end of year	2012-12-31	$4,834,061
Value of total assets at beginning of year	2012-12-31	$4,418,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$319
Total interest from all sources	2012-12-31	$7,032
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$109,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$109,709
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$265,670
Participant contributions at end of year	2012-12-31	$77,235
Participant contributions at beginning of year	2012-12-31	$85,054
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	$415,317
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,834,061
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,418,744
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	$4,561,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,240,055
Interest on participant loans	2012-12-31	$3,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$195,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$93,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$93,635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$3,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$469,961
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	$95,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$532,545
Contract administrator fees	2012-12-31	$319
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	WIPFLI LLP
Accountancy firm EIN	2012-12-31	390758449
2011 : VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$268,717
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$529,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$529,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$395,555
Value of total assets at end of year	2011-12-31	$4,418,744
Value of total assets at beginning of year	2011-12-31	$4,679,824
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$356
Total interest from all sources	2011-12-31	$5,577
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$89,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$89,343
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$425,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$291,479
Participant contributions at end of year	2011-12-31	$85,054
Participant contributions at beginning of year	2011-12-31	$120,020
Other income not declared elsewhere	2011-12-31	$4,187
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	$-261,080
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,418,744
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,679,824
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	$4,240,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,496,641
Interest on participant loans	2011-12-31	$5,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$93,635
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$63,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$63,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-225,945
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	$104,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$529,441
Contract administrator fees	2011-12-31	$356
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	WIPFLI LLP
Accountancy firm EIN	2011-12-31	390758449
2010 : VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$870,148
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$364,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$364,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$420,126
Value of total assets at end of year	2010-12-31	$4,679,824
Value of total assets at beginning of year	2010-12-31	$4,174,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$300
Total interest from all sources	2010-12-31	$7,401
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$83,896
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	$83,896
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$425,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$320,148
Participant contributions at end of year	2010-12-31	$120,020
Participant contributions at beginning of year	2010-12-31	$126,666
Other income not declared elsewhere	2010-12-31	$603
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	$505,373
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,679,824
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,174,451
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	$4,496,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,922,281
Interest on participant loans	2010-12-31	$7,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$63,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$125,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$125,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$358,122
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	$99,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$364,475
Contract administrator fees	2010-12-31	$300
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	WIPFLI LLP
Accountancy firm EIN	2010-12-31	390758449
2009 : VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST

2022: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 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	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 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	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: VILLA MARIA HEALTH AND REHABIL 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517875

Policy instance

Insurance contract or identification number	517875
Number of Individuals Covered	173
Insurance policy start date	2022-05-17
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	AVANTI HEALTH SYSTEMS
Employer identification number (EIN):	331016260
NAIC Classification:	621610
NAIC Description:	Home Health Care Services