401k Plan data: ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN plan

ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN 401k Plan overview

Plan Name	ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN
Plan identification number	001

ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily flat dollar (includes dollars per year of service) Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

ST. MARKS LUTHERAN HOME, INC. has sponsored the creation of one or more 401k plans.

Company Name: ST. MARKS LUTHERAN HOME, INC.

Employer identification number (EIN): 410859697

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 KARI WILSON 2021-08-17
001 2019-01-01 KARI WILSON 2020-10-13
001 2018-01-01 KARI WILSON 2019-05-23
001 2017-01-01 KARI WILSON 2018-04-13
001 2016-01-01 KARI WILSON 2017-08-10
001 2015-01-01 KARI WILSON 2016-06-17
001 2014-01-01 CAMILLE RASMUSSEN 2015-07-30
001 2013-01-01 CHRIS SCHULZ 2014-07-03
001 2012-01-01 MARY GLEASON 2013-08-19
001 2011-01-01 CHRIS SCHULZ 2012-07-30
001 2010-01-01 CHRISTINE HARRIS 2011-07-19
001 2009-01-01 MARY GLEASON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	KARI WILSON	2021-08-17
001	2019-01-01	KARI WILSON	2020-10-13
001	2018-01-01	KARI WILSON	2019-05-23
001	2017-01-01	KARI WILSON	2018-04-13
001	2016-01-01	KARI WILSON	2017-08-10
001	2015-01-01	KARI WILSON	2016-06-17
001	2014-01-01	CAMILLE RASMUSSEN	2015-07-30
001	2013-01-01	CHRIS SCHULZ	2014-07-03
001	2012-01-01	MARY GLEASON	2013-08-19
001	2011-01-01	CHRIS SCHULZ	2012-07-30
001	2010-01-01	CHRISTINE HARRIS	2011-07-19
001	2009-01-01	MARY GLEASON

Plan Statistics for ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN

401k plan membership statisitcs for ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN

Measure Date Value
2023: ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN 2023 401k membership
Market value of plan assets 2023-09-30 378,476
Acturial value of plan assets 2023-09-30 378,476
Funding target for retired participants and beneficiaries receiving payment 2023-09-30 167,523
Number of terminated vested participants 2023-09-30 3
Fundng target for terminated vested participants 2023-09-30 50,049
Active participant vested funding target 2023-09-30 264,480
Number of active participants 2023-09-30 7
Total funding liabilities for active participants 2023-09-30 264,480
Total participant count 2023-09-30 18
Total funding target for all participants 2023-09-30 482,052
Balance at beginning of prior year after applicable adjustments 2023-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-09-30 10,090
Carryover balanced portion elected for use to offset prior years funding requirement 2023-09-30 0
Prefunding balanced used to offset prior years funding requirement 2023-09-30 0
Amount remaining of carryover balance 2023-09-30 0
Amount remaining of prefunding balance 2023-09-30 10,090
Present value of excess contributions 2023-09-30 10,237
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-09-30 10,805
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-09-30 10,805
Reductions in caryover balances due to elections or deemed elections 2023-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2023-09-30 0
Balance of carryovers at beginning of current year 2023-09-30 0
Balance of prefunding at beginning of current year 2023-09-30 21,309
Total employer contributions 2023-09-30 2,897
Total employee contributions 2023-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2023-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-09-30 2,635
Unpaid minimum required contributions for all prior years 2023-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-09-30 0
Remaining amount of unpaid minimum required contributions 2023-09-30 0
Minimum required contributions for current year target normal cost 2023-09-30 12,000
Net shortfall amortization installment of oustanding balance 2023-09-30 124,885
Total funding amount beforereflecting carryover/prefunding balances 2023-09-30 23,941
Carryover balance elected to use to offset funding requirement 2023-09-30 0
Prefunding balance elected to use to offset funding requirement 2023-09-30 21,309
Additional cash requirement 2023-09-30 2,632
Contributions allocatedtoward minimum required contributions for current year 2023-09-30 2,635
Unpaid minimum required contributions for current year 2023-09-30 0
Unpaid minimum required contributions for all years 2023-09-30 0
2020: ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 482,681
Acturial value of plan assets 2020-12-31 482,681
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 201,634
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 2,276
Active participant vested funding target 2020-12-31 386,135
Number of active participants 2020-12-31 13
Total funding liabilities for active participants 2020-12-31 386,135
Total participant count 2020-12-31 25
Total funding target for all participants 2020-12-31 590,045
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 8,997
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 8,997
Present value of excess contributions 2020-12-31 9,250
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 9,764
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 9,706
Total employer contributions 2020-12-31 98,200
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 92,423
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 23,000
Net shortfall amortization installment of oustanding balance 2020-12-31 117,070
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 62,174
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 62,174
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 92,423
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 511,672
Acturial value of plan assets 2019-12-31 511,672
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 205,664
Number of terminated vested participants 2019-12-31 3
Fundng target for terminated vested participants 2019-12-31 8,203
Active participant vested funding target 2019-12-31 409,391
Number of active participants 2019-12-31 14
Total funding liabilities for active participants 2019-12-31 409,391
Total participant count 2019-12-31 27
Total funding target for all participants 2019-12-31 623,258
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 9,354
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 9,354
Present value of excess contributions 2019-12-31 23,569
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 24,861
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 8,997
Total employer contributions 2019-12-31 52,684
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 50,781
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 20,000
Net shortfall amortization installment of oustanding balance 2019-12-31 120,583
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 41,531
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 41,531
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 50,781
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 539,742
Acturial value of plan assets 2018-12-31 539,742
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 153,835
Number of terminated vested participants 2018-12-31 4
Fundng target for terminated vested participants 2018-12-31 64,282
Active participant vested funding target 2018-12-31 434,713
Number of active participants 2018-12-31 15
Total funding liabilities for active participants 2018-12-31 434,713
Total participant count 2018-12-31 28
Total funding target for all participants 2018-12-31 652,830
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 8,810
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 8,810
Present value of excess contributions 2018-12-31 519
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 548
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 9,354
Total employer contributions 2018-12-31 85,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 81,417
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 25,000
Net shortfall amortization installment of oustanding balance 2018-12-31 122,442
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 57,848
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 57,848
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 81,417
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 526,093
Acturial value of plan assets 2017-12-31 526,093
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 129,051
Number of terminated vested participants 2017-12-31 4
Fundng target for terminated vested participants 2017-12-31 51,171
Active participant vested funding target 2017-12-31 466,381
Number of active participants 2017-12-31 17
Total funding liabilities for active participants 2017-12-31 466,381
Total participant count 2017-12-31 32
Total funding target for all participants 2017-12-31 646,603
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 32,784
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 32,784
Present value of excess contributions 2017-12-31 73
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 77
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 24,990
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 8,810
Total employer contributions 2017-12-31 79,534
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 76,882
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 32,316
Net shortfall amortization installment of oustanding balance 2017-12-31 129,320
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 76,363
Additional cash requirement 2017-12-31 76,363
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 76,882
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 491,016
Acturial value of plan assets 2016-12-31 491,016
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 117,074
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 5,591
Active participant vested funding target 2016-12-31 511,466
Number of active participants 2016-12-31 19
Total funding liabilities for active participants 2016-12-31 511,466
Total participant count 2016-12-31 34
Total funding target for all participants 2016-12-31 634,131
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 32,543
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 32,543
Present value of excess contributions 2016-12-31 1,333
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 1,412
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 32,784
Total employer contributions 2016-12-31 89,112
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 84,724
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 43,393
Net shortfall amortization installment of oustanding balance 2016-12-31 175,899
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 84,651
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 84,651
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 84,724
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 32
Number of retired or separated participants receiving benefits 2009-01-01 12
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 50
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN 2023 401k membership
Market value of plan assets	2023-09-30	378,476
Acturial value of plan assets	2023-09-30	378,476
Funding target for retired participants and beneficiaries receiving payment	2023-09-30	167,523
Number of terminated vested participants	2023-09-30	3
Fundng target for terminated vested participants	2023-09-30	50,049
Active participant vested funding target	2023-09-30	264,480
Number of active participants	2023-09-30	7
Total funding liabilities for active participants	2023-09-30	264,480
Total participant count	2023-09-30	18
Total funding target for all participants	2023-09-30	482,052
Balance at beginning of prior year after applicable adjustments	2023-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-09-30	10,090
Carryover balanced portion elected for use to offset prior years funding requirement	2023-09-30	0
Prefunding balanced used to offset prior years funding requirement	2023-09-30	0
Amount remaining of carryover balance	2023-09-30	0
Amount remaining of prefunding balance	2023-09-30	10,090
Present value of excess contributions	2023-09-30	10,237
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-09-30	10,805
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-09-30	10,805
Reductions in caryover balances due to elections or deemed elections	2023-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2023-09-30	0
Balance of carryovers at beginning of current year	2023-09-30	0
Balance of prefunding at beginning of current year	2023-09-30	21,309
Total employer contributions	2023-09-30	2,897
Total employee contributions	2023-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2023-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-09-30	2,635
Unpaid minimum required contributions for all prior years	2023-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-09-30	0
Remaining amount of unpaid minimum required contributions	2023-09-30	0
Minimum required contributions for current year target normal cost	2023-09-30	12,000
Net shortfall amortization installment of oustanding balance	2023-09-30	124,885
Total funding amount beforereflecting carryover/prefunding balances	2023-09-30	23,941
Carryover balance elected to use to offset funding requirement	2023-09-30	0
Prefunding balance elected to use to offset funding requirement	2023-09-30	21,309
Additional cash requirement	2023-09-30	2,632
Contributions allocatedtoward minimum required contributions for current year	2023-09-30	2,635
Unpaid minimum required contributions for current year	2023-09-30	0
Unpaid minimum required contributions for all years	2023-09-30	0
2020: ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	482,681
Acturial value of plan assets	2020-12-31	482,681
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	201,634
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	2,276
Active participant vested funding target	2020-12-31	386,135
Number of active participants	2020-12-31	13
Total funding liabilities for active participants	2020-12-31	386,135
Total participant count	2020-12-31	25
Total funding target for all participants	2020-12-31	590,045
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	8,997
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	8,997
Present value of excess contributions	2020-12-31	9,250
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	9,764
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	9,706
Total employer contributions	2020-12-31	98,200
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	92,423
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	23,000
Net shortfall amortization installment of oustanding balance	2020-12-31	117,070
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	62,174
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	62,174
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	92,423
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	511,672
Acturial value of plan assets	2019-12-31	511,672
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	205,664
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	8,203
Active participant vested funding target	2019-12-31	409,391
Number of active participants	2019-12-31	14
Total funding liabilities for active participants	2019-12-31	409,391
Total participant count	2019-12-31	27
Total funding target for all participants	2019-12-31	623,258
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	9,354
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	9,354
Present value of excess contributions	2019-12-31	23,569
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	24,861
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	8,997
Total employer contributions	2019-12-31	52,684
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	50,781
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	20,000
Net shortfall amortization installment of oustanding balance	2019-12-31	120,583
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	41,531
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	41,531
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	50,781
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	539,742
Acturial value of plan assets	2018-12-31	539,742
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	153,835
Number of terminated vested participants	2018-12-31	4
Fundng target for terminated vested participants	2018-12-31	64,282
Active participant vested funding target	2018-12-31	434,713
Number of active participants	2018-12-31	15
Total funding liabilities for active participants	2018-12-31	434,713
Total participant count	2018-12-31	28
Total funding target for all participants	2018-12-31	652,830
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	8,810
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	8,810
Present value of excess contributions	2018-12-31	519
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	548
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	9,354
Total employer contributions	2018-12-31	85,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	81,417
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	25,000
Net shortfall amortization installment of oustanding balance	2018-12-31	122,442
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	57,848
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	57,848
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	81,417
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	526,093
Acturial value of plan assets	2017-12-31	526,093
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	129,051
Number of terminated vested participants	2017-12-31	4
Fundng target for terminated vested participants	2017-12-31	51,171
Active participant vested funding target	2017-12-31	466,381
Number of active participants	2017-12-31	17
Total funding liabilities for active participants	2017-12-31	466,381
Total participant count	2017-12-31	32
Total funding target for all participants	2017-12-31	646,603
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	32,784
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	32,784
Present value of excess contributions	2017-12-31	73
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	77
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	24,990
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	8,810
Total employer contributions	2017-12-31	79,534
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	76,882
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	32,316
Net shortfall amortization installment of oustanding balance	2017-12-31	129,320
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	76,363
Additional cash requirement	2017-12-31	76,363
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	76,882
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	491,016
Acturial value of plan assets	2016-12-31	491,016
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	117,074
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	5,591
Active participant vested funding target	2016-12-31	511,466
Number of active participants	2016-12-31	19
Total funding liabilities for active participants	2016-12-31	511,466
Total participant count	2016-12-31	34
Total funding target for all participants	2016-12-31	634,131
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	32,543
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	32,543
Present value of excess contributions	2016-12-31	1,333
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	1,412
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	32,784
Total employer contributions	2016-12-31	89,112
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	84,724
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	43,393
Net shortfall amortization installment of oustanding balance	2016-12-31	175,899
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	84,651
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	84,651
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	84,724
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	32
Number of retired or separated participants receiving benefits	2009-01-01	12
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	50
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN

Measure	Date	Value
2009 : ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN 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 ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN

2009: ST. MARKS LUTHERAN HOME EMPLOYEE PENSION PLAN 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

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Company Name:	ST. MARKS LUTHERAN HOME, INC.
Employer identification number (EIN):	410859697
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities