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SANTA MARIA/LEDGEVIEW 401(K) PLAN 401k Plan overview

Plan NameSANTA MARIA/LEDGEVIEW 401(K) PLAN
Plan identification number 001

SANTA MARIA/LEDGEVIEW 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SANTA MARIA/LEDGEVIEW NURSING HOME has sponsored the creation of one or more 401k plans.

Company Name:SANTA MARIA/LEDGEVIEW NURSING HOME
Employer identification number (EIN):391086866
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANTA MARIA/LEDGEVIEW 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01
0012013-01-01
0012012-01-01DARLENE DAUL2013-09-25
0012011-01-01DARLENE DAUL
0012009-01-01DARLENE DAUL DARLENE DAUL2010-06-16

Financial Data on SANTA MARIA/LEDGEVIEW 401(K) PLAN

Measure Date Value
2011 : SANTA MARIA/LEDGEVIEW 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$21,543
Expenses. Total of all expenses incurred2011-12-31$46,799
Benefits paid (including direct rollovers)2011-12-31$45,824
Total plan assets at end of year2011-12-31$277,807
Total plan assets at beginning of year2011-12-31$303,063
Value of fidelity bond covering the plan2011-12-31$10,000
Total contributions received or receivable from participants2011-12-31$35,482
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-13,939
Net income (gross income less expenses)2011-12-31$-25,256
Net plan assets at end of year (total assets less liabilities)2011-12-31$277,807
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$303,063
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$975
2010 : SANTA MARIA/LEDGEVIEW 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$73,659
Expenses. Total of all expenses incurred2010-12-31$14,515
Benefits paid (including direct rollovers)2010-12-31$14,515
Total plan assets at end of year2010-12-31$303,063
Total plan assets at beginning of year2010-12-31$243,919
Value of fidelity bond covering the plan2010-12-31$10,000
Total contributions received or receivable from participants2010-12-31$35,338
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$38,321
Net income (gross income less expenses)2010-12-31$59,144
Net plan assets at end of year (total assets less liabilities)2010-12-31$303,063
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$243,919
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for SANTA MARIA/LEDGEVIEW 401(K) PLAN

2011: SANTA MARIA/LEDGEVIEW 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: SANTA MARIA/LEDGEVIEW 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number932253
Policy instance 1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number932253
Policy instance 1

Potentially related plans

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