401k Plan data: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN plan

THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 401k Plan overview

Plan Name	THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN
Plan identification number	001

THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1. Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

THE HERITAGE COMMUNITY OF KALAMAZOO has sponsored the creation of one or more 401k plans.

Company Name: THE HERITAGE COMMUNITY OF KALAMAZOO

Employer identification number (EIN): 382758582

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 RACHEL OLMSTED 2024-03-12
001 2021-07-01 RACHEL OLMSTED 2023-02-15
001 2020-07-01 RACHEL OLMSTED 2022-04-04
001 2019-07-01
001 2018-07-01
001 2017-07-01 RACHEL OLMSTED
001 2016-07-01 RACHEL OLMSTED
001 2015-07-01 RACHEL OLMSTED
001 2014-07-01 DEAN MACVICAR
001 2013-07-01 SUZANNE PANETTA
001 2012-07-01 SUZANNE PANETTA SUZANNE PANETTA 2014-03-31
001 2011-07-01 SUZANNE PANETTA
001 2010-07-01 SUZANNE PANETTA
001 2009-07-01 TIMOTHY S. BUIST

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01	RACHEL OLMSTED	2024-03-12
001	2021-07-01	RACHEL OLMSTED	2023-02-15
001	2020-07-01	RACHEL OLMSTED	2022-04-04
001	2019-07-01
001	2018-07-01
001	2017-07-01	RACHEL OLMSTED
001	2016-07-01	RACHEL OLMSTED
001	2015-07-01	RACHEL OLMSTED
001	2014-07-01	DEAN MACVICAR
001	2013-07-01	SUZANNE PANETTA
001	2012-07-01	SUZANNE PANETTA		SUZANNE PANETTA	2014-03-31
001	2011-07-01	SUZANNE PANETTA
001	2010-07-01	SUZANNE PANETTA
001	2009-07-01	TIMOTHY S. BUIST

Plan Statistics for THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN

401k plan membership statisitcs for THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN

Measure Date Value
2022: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 431
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 322
Number of retired or separated participants receiving benefits 2022-07-01 11
Number of other retired or separated participants entitled to future benefits 2022-07-01 97
Total of all active and inactive participants 2022-07-01 430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 430
Number of participants with account balances 2022-07-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 6
2021: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 471
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 306
Number of retired or separated participants receiving benefits 2021-07-01 8
Number of other retired or separated participants entitled to future benefits 2021-07-01 113
Total of all active and inactive participants 2021-07-01 427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 427
Number of participants with account balances 2021-07-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 533
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 411
Number of retired or separated participants receiving benefits 2020-07-01 8
Number of other retired or separated participants entitled to future benefits 2020-07-01 101
Total of all active and inactive participants 2020-07-01 520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 520
Number of participants with account balances 2020-07-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 592
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 424
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 20
Total of all active and inactive participants 2019-07-01 444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 444
Number of participants with account balances 2019-07-01 35
2018: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 42
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 21
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 21
Total of all active and inactive participants 2018-07-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 1
Total participants 2018-07-01 43
Number of participants with account balances 2018-07-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 613
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 462
Number of retired or separated participants receiving benefits 2017-07-01 10
Number of other retired or separated participants entitled to future benefits 2017-07-01 106
Total of all active and inactive participants 2017-07-01 578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 578
Number of participants with account balances 2017-07-01 327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 25
2016: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 570
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 460
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 153
Total of all active and inactive participants 2016-07-01 613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 613
Number of participants with account balances 2016-07-01 392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 33
2015: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 539
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 473
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 111
Total of all active and inactive participants 2015-07-01 584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 584
Number of participants with account balances 2015-07-01 370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 21
2014: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 517
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 437
Number of retired or separated participants receiving benefits 2014-07-01 1
Number of other retired or separated participants entitled to future benefits 2014-07-01 96
Total of all active and inactive participants 2014-07-01 534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 534
Number of participants with account balances 2014-07-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 10
2013: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 522
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 453
Number of retired or separated participants receiving benefits 2013-07-01 1
Number of other retired or separated participants entitled to future benefits 2013-07-01 77
Total of all active and inactive participants 2013-07-01 531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 531
Number of participants with account balances 2013-07-01 246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 524
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 464
Number of retired or separated participants receiving benefits 2012-07-01 1
Number of other retired or separated participants entitled to future benefits 2012-07-01 86
Total of all active and inactive participants 2012-07-01 551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 551
Number of participants with account balances 2012-07-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 6
2011: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 504
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 459
Number of retired or separated participants receiving benefits 2011-07-01 1
Number of other retired or separated participants entitled to future benefits 2011-07-01 86
Total of all active and inactive participants 2011-07-01 546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 546
Number of participants with account balances 2011-07-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 3
2010: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 503
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 426
Number of retired or separated participants receiving benefits 2010-07-01 1
Number of other retired or separated participants entitled to future benefits 2010-07-01 89
Total of all active and inactive participants 2010-07-01 516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 516
Number of participants with account balances 2010-07-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 11
2009: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 494
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 424
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 81
Total of all active and inactive participants 2009-07-01 505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 505
Number of participants with account balances 2009-07-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 3

Measure	Date	Value
2022: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	431
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	322
Number of retired or separated participants receiving benefits	2022-07-01	11
Number of other retired or separated participants entitled to future benefits	2022-07-01	97
Total of all active and inactive participants	2022-07-01	430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	430
Number of participants with account balances	2022-07-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	6
2021: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	471
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	306
Number of retired or separated participants receiving benefits	2021-07-01	8
Number of other retired or separated participants entitled to future benefits	2021-07-01	113
Total of all active and inactive participants	2021-07-01	427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	427
Number of participants with account balances	2021-07-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	533
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	411
Number of retired or separated participants receiving benefits	2020-07-01	8
Number of other retired or separated participants entitled to future benefits	2020-07-01	101
Total of all active and inactive participants	2020-07-01	520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	520
Number of participants with account balances	2020-07-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	592
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	424
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	20
Total of all active and inactive participants	2019-07-01	444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	444
Number of participants with account balances	2019-07-01	35
2018: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	42
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	21
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	21
Total of all active and inactive participants	2018-07-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	1
Total participants	2018-07-01	43
Number of participants with account balances	2018-07-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	613
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	462
Number of retired or separated participants receiving benefits	2017-07-01	10
Number of other retired or separated participants entitled to future benefits	2017-07-01	106
Total of all active and inactive participants	2017-07-01	578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	578
Number of participants with account balances	2017-07-01	327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	25
2016: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	570
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	460
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	153
Total of all active and inactive participants	2016-07-01	613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	613
Number of participants with account balances	2016-07-01	392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	33
2015: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	539
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	473
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	111
Total of all active and inactive participants	2015-07-01	584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	584
Number of participants with account balances	2015-07-01	370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	21
2014: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	517
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	437
Number of retired or separated participants receiving benefits	2014-07-01	1
Number of other retired or separated participants entitled to future benefits	2014-07-01	96
Total of all active and inactive participants	2014-07-01	534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	534
Number of participants with account balances	2014-07-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	10
2013: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	522
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	453
Number of retired or separated participants receiving benefits	2013-07-01	1
Number of other retired or separated participants entitled to future benefits	2013-07-01	77
Total of all active and inactive participants	2013-07-01	531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	531
Number of participants with account balances	2013-07-01	246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	524
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	464
Number of retired or separated participants receiving benefits	2012-07-01	1
Number of other retired or separated participants entitled to future benefits	2012-07-01	86
Total of all active and inactive participants	2012-07-01	551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	551
Number of participants with account balances	2012-07-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	6
2011: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	504
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	459
Number of retired or separated participants receiving benefits	2011-07-01	1
Number of other retired or separated participants entitled to future benefits	2011-07-01	86
Total of all active and inactive participants	2011-07-01	546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	546
Number of participants with account balances	2011-07-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	3
2010: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	503
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	426
Number of retired or separated participants receiving benefits	2010-07-01	1
Number of other retired or separated participants entitled to future benefits	2010-07-01	89
Total of all active and inactive participants	2010-07-01	516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	516
Number of participants with account balances	2010-07-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	11
2009: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	494
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	424
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	81
Total of all active and inactive participants	2009-07-01	505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	505
Number of participants with account balances	2009-07-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	3

Financial Data on THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN

Measure	Date	Value
2023 : THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$34,026
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$13,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$10,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$0
Value of total assets at end of year	2023-06-30	$333,374
Value of total assets at beginning of year	2023-06-30	$312,717
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$3,071
Total interest from all sources	2023-06-30	$199
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Participant contributions at end of year	2023-06-30	$1,780
Participant contributions at beginning of year	2023-06-30	$138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$20,657
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$333,374
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$312,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Interest on participant loans	2023-06-30	$96
Value of interest in master investment trust accounts at end of year	2023-06-30	$326,679
Value of interest in master investment trust accounts at beginning of year	2023-06-30	$307,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-06-30	$4,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-06-30	$4,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-06-30	$4,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-06-30	$103
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$33,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$10,298
Contract administrator fees	2023-06-30	$3,071
Did the plan have assets held for investment	2023-06-30	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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	SEBER TANS
Accountancy firm EIN	2023-06-30	200503877
2022 : THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-51,368
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$6,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$4,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$0
Value of total assets at end of year	2022-06-30	$312,717
Value of total assets at beginning of year	2022-06-30	$371,068
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$1,998
Total interest from all sources	2022-06-30	$32
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Participant contributions at end of year	2022-06-30	$138
Participant contributions at beginning of year	2022-06-30	$712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-58,351
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$312,717
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$371,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Interest on participant loans	2022-06-30	$26
Value of interest in master investment trust accounts at end of year	2022-06-30	$307,600
Value of interest in master investment trust accounts at beginning of year	2022-06-30	$365,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$4,979
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$4,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$4,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-51,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$4,985
Contract administrator fees	2022-06-30	$1,998
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	SEBER TANS
Accountancy firm EIN	2022-06-30	200503877
2021 : THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$85,575
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$3,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$0
Value of total assets at end of year	2021-06-30	$371,068
Value of total assets at beginning of year	2021-06-30	$289,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$1,813
Total interest from all sources	2021-06-30	$99
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Participant contributions at end of year	2021-06-30	$712
Participant contributions at beginning of year	2021-06-30	$1,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$81,890
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$371,068
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$289,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Interest on participant loans	2021-06-30	$97
Value of interest in master investment trust accounts at end of year	2021-06-30	$365,377
Value of interest in master investment trust accounts at beginning of year	2021-06-30	$287,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$4,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$85,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,872
Contract administrator fees	2021-06-30	$1,813
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	SEBER TANS
Accountancy firm EIN	2021-06-30	200503877
2020 : THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$11,794
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$5,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$3,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$0
Value of total assets at end of year	2020-06-30	$289,178
Value of total assets at beginning of year	2020-06-30	$283,091
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$1,804
Total interest from all sources	2020-06-30	$142
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$350,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Participant contributions at end of year	2020-06-30	$1,309
Participant contributions at beginning of year	2020-06-30	$1,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$6,087
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$289,178
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$283,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Interest on participant loans	2020-06-30	$98
Value of interest in master investment trust accounts at end of year	2020-06-30	$287,869
Value of interest in master investment trust accounts at beginning of year	2020-06-30	$281,186
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$44
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$11,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$3,903
Contract administrator fees	2020-06-30	$1,804
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	PLANTE & MORAN, PLC
Accountancy firm EIN	2020-06-30	381357951
2019 : THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$16,972
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$10,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$8,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$0
Value of total assets at end of year	2019-06-30	$283,091
Value of total assets at beginning of year	2019-06-30	$276,410
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$2,010
Total interest from all sources	2019-06-30	$166
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$350,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Participant contributions at end of year	2019-06-30	$1,905
Participant contributions at beginning of year	2019-06-30	$2,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$6,681
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$283,091
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$276,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Interest on participant loans	2019-06-30	$128
Value of interest in master investment trust accounts at end of year	2019-06-30	$281,186
Value of interest in master investment trust accounts at beginning of year	2019-06-30	$274,403
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$38
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$16,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$8,281
Contract administrator fees	2019-06-30	$2,010
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	PLANTE & MORAN, PLC
Accountancy firm EIN	2019-06-30	381357951
2018 : THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$28,666
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$140,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$138,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$0
Value of total assets at end of year	2018-06-30	$276,410
Value of total assets at beginning of year	2018-06-30	$388,583
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$2,508
Total interest from all sources	2018-06-30	$336
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$350,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Participant contributions at end of year	2018-06-30	$2,007
Participant contributions at beginning of year	2018-06-30	$9,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$-112,173
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$276,410
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$388,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Interest on participant loans	2018-06-30	$323
Value of interest in master investment trust accounts at end of year	2018-06-30	$274,403
Value of interest in master investment trust accounts at beginning of year	2018-06-30	$379,558
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$28,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$138,331
Contract administrator fees	2018-06-30	$2,508
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	PLANTE & MORAN, PLC
Accountancy firm EIN	2018-06-30	381357951
2017 : THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$51,203
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$14,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$11,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$0
Value of total assets at end of year	2017-06-30	$388,583
Value of total assets at beginning of year	2017-06-30	$352,096
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$3,247
Total interest from all sources	2017-06-30	$473
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$350,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Participant contributions at end of year	2017-06-30	$9,025
Participant contributions at beginning of year	2017-06-30	$9,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$36,487
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$388,583
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$352,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Interest on participant loans	2017-06-30	$469
Value of interest in master investment trust accounts at end of year	2017-06-30	$379,558
Value of interest in master investment trust accounts at beginning of year	2017-06-30	$342,828
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$4
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$11,469
Contract administrator fees	2017-06-30	$3,247
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	PLANTE & MORAN PLC
Accountancy firm EIN	2017-06-30	381357951
2016 : THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$1,078
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$94,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$91,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$0
Value of total assets at end of year	2016-06-30	$352,096
Value of total assets at beginning of year	2016-06-30	$445,329
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$3,150
Total interest from all sources	2016-06-30	$452
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$350,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Participant contributions at end of year	2016-06-30	$9,268
Participant contributions at beginning of year	2016-06-30	$8,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-93,233
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$352,096
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$445,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Interest on participant loans	2016-06-30	$451
Value of interest in master investment trust accounts at end of year	2016-06-30	$342,828
Value of interest in master investment trust accounts at beginning of year	2016-06-30	$436,790
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$91,161
Contract administrator fees	2016-06-30	$3,150
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	PLANTE & MORAN PLLC
Accountancy firm EIN	2016-06-30	381357951
2015 : THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$6,590
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$41,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$37,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$0
Value of total assets at end of year	2015-06-30	$445,329
Value of total assets at beginning of year	2015-06-30	$479,933
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$3,555
Total interest from all sources	2015-06-30	$495
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$350,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Participant contributions at end of year	2015-06-30	$8,539
Participant contributions at beginning of year	2015-06-30	$11,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-34,604
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$445,329
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$479,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Interest on participant loans	2015-06-30	$495
Value of interest in master investment trust accounts at end of year	2015-06-30	$436,790
Value of interest in master investment trust accounts at beginning of year	2015-06-30	$468,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$37,639
Contract administrator fees	2015-06-30	$3,555
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	PLANTE & MORAN PLLC
Accountancy firm EIN	2015-06-30	381357951
2014 : THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$76,778
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$25,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$22,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$0
Value of total assets at end of year	2014-06-30	$479,933
Value of total assets at beginning of year	2014-06-30	$428,405
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$2,989
Total interest from all sources	2014-06-30	$246
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$350,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Participant contributions at end of year	2014-06-30	$11,168
Participant contributions at beginning of year	2014-06-30	$6,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$51,528
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$479,933
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$428,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Income. Interest from loans (other than to participants)	2014-06-30	$246
Value of interest in master investment trust accounts at end of year	2014-06-30	$468,765
Value of interest in master investment trust accounts at beginning of year	2014-06-30	$421,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$22,261
Contract administrator fees	2014-06-30	$2,989
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	PLANTE & MORAN PLLC
Accountancy firm EIN	2014-06-30	381357951
2013 : THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$49,619
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$53,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$50,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$0
Value of total assets at end of year	2013-06-30	$428,405
Value of total assets at beginning of year	2013-06-30	$432,475
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$3,352
Total interest from all sources	2013-06-30	$362
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$350,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Participant contributions at end of year	2013-06-30	$6,538
Participant contributions at beginning of year	2013-06-30	$9,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$-4,070
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$428,405
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$432,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Income. Interest from loans (other than to participants)	2013-06-30	$362
Value of interest in master investment trust accounts at end of year	2013-06-30	$421,867
Value of interest in master investment trust accounts at beginning of year	2013-06-30	$422,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$50,337
Contract administrator fees	2013-06-30	$3,352
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	PLANTE & MORAN PLLC
Accountancy firm EIN	2013-06-30	381357951
2012 : THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$-1,380
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$91,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$86,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$0
Value of total assets at end of year	2012-06-30	$432,475
Value of total assets at beginning of year	2012-06-30	$524,993
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$4,168
Total interest from all sources	2012-06-30	$398
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$350,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Participant contributions at end of year	2012-06-30	$9,810
Participant contributions at beginning of year	2012-06-30	$13,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-92,518
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$432,475
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$524,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Interest on participant loans	2012-06-30	$398
Value of interest in master investment trust accounts at end of year	2012-06-30	$422,665
Value of interest in master investment trust accounts at beginning of year	2012-06-30	$511,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$86,970
Contract administrator fees	2012-06-30	$4,168
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	PLANTE & MORAN PLLC
Accountancy firm EIN	2012-06-30	381357951
2011 : THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total transfer of assets to this plan	2011-06-30	$28,882
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$96,190
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$28,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$24,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$0
Value of total assets at end of year	2011-06-30	$524,993
Value of total assets at beginning of year	2011-06-30	$428,394
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$4,124
Total interest from all sources	2011-06-30	$537
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$350,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Participant contributions at end of year	2011-06-30	$13,392
Administrative expenses (other) incurred	2011-06-30	$4,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$67,717
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$524,993
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$428,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Interest on participant loans	2011-06-30	$537
Value of interest in master investment trust accounts at end of year	2011-06-30	$511,601
Value of interest in master investment trust accounts at beginning of year	2011-06-30	$428,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$24,349
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	PLANTE & MORAN PLLC
Accountancy firm EIN	2011-06-30	381357951
2010 : THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN

2022: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	Yes
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: THE HERITAGE COMMUNITY OF KALAMAZOO SAVINGS PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE HERITAGE COMMUNITY OF KALAMAZOO
Employer identification number (EIN):	382758582
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities