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ESSEX MEADOWS, INC. RETIREMENT PLAN 401k Plan overview

Plan NameESSEX MEADOWS, INC. RETIREMENT PLAN
Plan identification number 001

ESSEX MEADOWS, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ESSEX MEADOWS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ESSEX MEADOWS, INC.
Employer identification number (EIN):421527171
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about ESSEX MEADOWS, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 2001-11-20
Company Identification Number: 259073
Legal Registered Office Address: 400 LOCUST ST STE 830

DES MOINES
United States of America (USA)
503092334

More information about ESSEX MEADOWS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ESSEX MEADOWS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01LISA GRIEVE LISA GRIEVE2018-06-05
0012016-01-01LISA GRIEVE LISA GRIEVE2017-06-27
0012015-01-01LISA GRIEVE LISA GRIEVE2016-07-26
0012014-01-01LISA GRIEVE LISA GRIEVE2015-06-08
0012013-01-01LISA GRIEVE LISA GRIEVE2014-05-19
0012012-01-01LISA GRIEVE LISA GRIEVE2013-07-18
0012011-01-01LISA GRIEVE LISA GRIEVE2012-06-28
0012009-01-01LISA GRIEVE LISA GRIEVE2010-07-22

Plan Statistics for ESSEX MEADOWS, INC. RETIREMENT PLAN

401k plan membership statisitcs for ESSEX MEADOWS, INC. RETIREMENT PLAN

Measure Date Value
2019: ESSEX MEADOWS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01351
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ESSEX MEADOWS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01466
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01288
Total of all active and inactive participants2018-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01289
Number of participants with account balances2018-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ESSEX MEADOWS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01447
Total number of active participants reported on line 7a of the Form 55002017-01-01403
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01457
Number of participants with account balances2017-01-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0142
2016: ESSEX MEADOWS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01438
Total number of active participants reported on line 7a of the Form 55002016-01-01410
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01444
Number of participants with account balances2016-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0127
2015: ESSEX MEADOWS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01421
Total number of active participants reported on line 7a of the Form 55002015-01-01398
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01429
Number of participants with account balances2015-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0134
2014: ESSEX MEADOWS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01407
Total number of active participants reported on line 7a of the Form 55002014-01-01389
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01412
Number of participants with account balances2014-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0137
2013: ESSEX MEADOWS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01406
Total number of active participants reported on line 7a of the Form 55002013-01-01383
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01402
Number of participants with account balances2013-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0138
2012: ESSEX MEADOWS, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01413
Total number of active participants reported on line 7a of the Form 55002012-01-01392
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01408
Number of participants with account balances2012-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0139
2011: ESSEX MEADOWS, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01394
Total number of active participants reported on line 7a of the Form 55002011-01-01391
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01406
Number of participants with account balances2011-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0129
2009: ESSEX MEADOWS, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01370
Total number of active participants reported on line 7a of the Form 55002009-01-01353
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0182
Total of all active and inactive participants2009-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01435
Number of participants with account balances2009-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0147

Financial Data on ESSEX MEADOWS, INC. RETIREMENT PLAN

Measure Date Value
2019 : ESSEX MEADOWS, INC. RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-04-03$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-04-03$0
Total unrealized appreciation/depreciation of assets2019-04-03$0
Total transfer of assets to this plan2019-04-03$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-03$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-03$0
Total income from all sources (including contributions)2019-04-03$555,062
Total loss/gain on sale of assets2019-04-03$0
Total of all expenses incurred2019-04-03$9,538,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-03$9,520,574
Expenses. Certain deemed distributions of participant loans2019-04-03$0
Value of total corrective distributions2019-04-03$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-03$0
Value of total assets at end of year2019-04-03$0
Value of total assets at beginning of year2019-04-03$8,983,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-03$17,627
Total income from rents2019-04-03$0
Total interest from all sources2019-04-03$108
Total dividends received (eg from common stock, registered investment company shares)2019-04-03$1,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-03Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-04-03$0
Total dividends received from registered investment company shares (eg mutual funds)2019-04-03$1,014
Administrative expenses professional fees incurred2019-04-03$0
Was this plan covered by a fidelity bond2019-04-03Yes
Value of fidelity bond cover2019-04-03$5,000,000
If this is an individual account plan, was there a blackout period2019-04-03No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-04-03$0
Were there any nonexempt tranactions with any party-in-interest2019-04-03No
Amount of non-exempt transactions with any party-in-interest2019-04-03$0
Contributions received from participants2019-04-03$0
Participant contributions at end of year2019-04-03$0
Participant contributions at beginning of year2019-04-03$85,833
Participant contributions at end of year2019-04-03$0
Participant contributions at beginning of year2019-04-03$0
Income. Received or receivable in cash from other sources (including rollovers)2019-04-03$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-04-03$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-04-03$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-04-03$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-04-03$0
Other income not declared elsewhere2019-04-03$11,810
Administrative expenses (other) incurred2019-04-03$0
Liabilities. Value of operating payables at beginning of year2019-04-03$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-03No
Value of net income/loss2019-04-03$-8,983,139
Value of net assets at end of year (total assets less liabilities)2019-04-03$0
Value of net assets at beginning of year (total assets less liabilities)2019-04-03$8,983,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-03No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-03No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-04-03$0
Were any leases to which the plan was party in default or uncollectible2019-04-03No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-04-03$0
Investment advisory and management fees2019-04-03$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-04-03$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-04-03$998,841
Value of interest in pooled separate accounts at end of year2019-04-03$0
Value of interest in pooled separate accounts at beginning of year2019-04-03$4,254,362
Interest on participant loans2019-04-03$33
Income. Interest from loans (other than to participants)2019-04-03$0
Interest earned on other investments2019-04-03$75
Income. Interest from US Government securities2019-04-03$0
Income. Interest from corporate debt instruments2019-04-03$0
Value of interest in common/collective trusts at end of year2019-04-03$0
Value of interest in common/collective trusts at beginning of year2019-04-03$3,522,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-04-03$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-04-03$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-04-03$121,256
Expenses. Payments to insurance carriers foe the provision of benefits2019-04-03$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-04-03$59,116
Net investment gain/loss from pooled separate accounts2019-04-03$304,701
Net investment gain or loss from common/collective trusts2019-04-03$178,313
Net gain/loss from 103.12 investment entities2019-04-03$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-03No
Was there a failure to transmit to the plan any participant contributions2019-04-03No
Has the plan failed to provide any benefit when due under the plan2019-04-03No
Contributions received in cash from employer2019-04-03$0
Employer contributions (assets) at end of year2019-04-03$0
Employer contributions (assets) at beginning of year2019-04-03$0
Income. Dividends from preferred stock2019-04-03$0
Income. Dividends from common stock2019-04-03$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-03$9,520,574
Contract administrator fees2019-04-03$17,627
Liabilities. Value of benefit claims payable at beginning of year2019-04-03$0
Did the plan have assets held for investment2019-04-03No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-03No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-03Yes
Aggregate proceeds on sale of assets2019-04-03$0
Aggregate carrying amount (costs) on sale of assets2019-04-03$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-04-03$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-03Yes
Opinion of an independent qualified public accountant for this plan2019-04-03Disclaimer
Accountancy firm name2019-04-03MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN2019-04-03201260566
2018 : ESSEX MEADOWS, INC. RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$442,757
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,545,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,478,390
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,214,519
Value of total assets at end of year2018-12-31$8,983,139
Value of total assets at beginning of year2018-12-31$12,085,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$67,088
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$12,906
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$23,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$23,987
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$846,499
Participant contributions at end of year2018-12-31$85,833
Participant contributions at beginning of year2018-12-31$238,620
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$983
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$83,052
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$1,342
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,102,721
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,983,139
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,085,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$998,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,477,732
Value of interest in pooled separate accounts at end of year2018-12-31$4,254,362
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,320,532
Interest on participant loans2018-12-31$11,631
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$1,275
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$3,522,847
Value of interest in common/collective trusts at beginning of year2018-12-31$4,840,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$121,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$207,420
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-161,184
Net investment gain/loss from pooled separate accounts2018-12-31$-320,152
Net investment gain or loss from common/collective trusts2018-12-31$-328,661
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$284,968
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$396
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,478,390
Contract administrator fees2018-12-31$67,088
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN2018-12-31201260566
2017 : ESSEX MEADOWS, INC. RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,863,266
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$604,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$554,824
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,180,991
Value of total assets at end of year2017-12-31$12,085,860
Value of total assets at beginning of year2017-12-31$9,827,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$49,590
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$11,139
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$19,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$19,969
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$7,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$829,311
Participant contributions at end of year2017-12-31$238,620
Participant contributions at beginning of year2017-12-31$190,188
Participant contributions at end of year2017-12-31$983
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$61,592
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$-429
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,258,852
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,085,860
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,827,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,477,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,185,450
Value of interest in pooled separate accounts at end of year2017-12-31$5,320,532
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,231,511
Interest on participant loans2017-12-31$9,573
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$1,566
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$4,840,177
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$207,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$219,859
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$219,183
Net investment gain/loss from pooled separate accounts2017-12-31$928,138
Net investment gain or loss from common/collective trusts2017-12-31$504,275
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$290,088
Employer contributions (assets) at end of year2017-12-31$396
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$554,824
Contract administrator fees2017-12-31$49,590
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN2017-12-31201260566
2016 : ESSEX MEADOWS, INC. RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,721,745
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$513,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$498,604
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,041,086
Value of total assets at end of year2016-12-31$9,827,008
Value of total assets at beginning of year2016-12-31$8,618,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,098
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$7,646
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$17,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$17,365
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$7,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$764,267
Participant contributions at end of year2016-12-31$190,188
Participant contributions at beginning of year2016-12-31$146,851
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,962
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$112
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$-457
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,208,043
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,827,008
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,618,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,185,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,175,184
Value of interest in pooled separate accounts at end of year2016-12-31$8,231,511
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,092,023
Interest on participant loans2016-12-31$6,244
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$1,402
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$219,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$204,907
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$17,343
Net investment gain/loss from pooled separate accounts2016-12-31$638,762
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$267,857
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$498,492
Contract administrator fees2016-12-31$15,098
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN2016-12-31201260566
2015 : ESSEX MEADOWS, INC. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$963,477
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$476,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$465,364
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$983,763
Value of total assets at end of year2015-12-31$8,618,965
Value of total assets at beginning of year2015-12-31$8,132,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,200
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$7,319
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$20,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$20,213
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$714,449
Participant contributions at end of year2015-12-31$146,851
Participant contributions at beginning of year2015-12-31$149,382
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$9,199
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$32,527
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-622
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$486,913
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,618,965
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,132,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,175,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,146,098
Value of interest in pooled separate accounts at end of year2015-12-31$7,092,023
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,618,550
Interest on participant loans2015-12-31$6,141
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$1,178
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$204,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$206,106
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-27,739
Net investment gain/loss from pooled separate accounts2015-12-31$-19,457
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$236,787
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$2,717
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$465,364
Contract administrator fees2015-12-31$11,200
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN2015-12-31201260566
2014 : ESSEX MEADOWS, INC. RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,310,659
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$521,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$507,757
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$837,808
Value of total assets at end of year2014-12-31$8,132,052
Value of total assets at beginning of year2014-12-31$7,343,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,216
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$7,884
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$15,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$15,887
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$604,544
Participant contributions at end of year2014-12-31$149,382
Participant contributions at beginning of year2014-12-31$139,162
Participant contributions at end of year2014-12-31$9,199
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$67,310
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$1,142
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$788,686
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,132,052
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,343,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,146,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,033,365
Value of interest in pooled separate accounts at end of year2014-12-31$6,618,550
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,875,431
Interest on participant loans2014-12-31$6,056
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$1,828
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$206,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$295,408
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,403
Net investment gain/loss from pooled separate accounts2014-12-31$446,535
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$165,954
Employer contributions (assets) at end of year2014-12-31$2,717
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$507,757
Contract administrator fees2014-12-31$14,216
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MARSHALL VANDER LINDEN CPA, LLC
Accountancy firm EIN2014-12-31201260566
2013 : ESSEX MEADOWS, INC. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,013,181
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$613,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$603,047
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$825,026
Value of total assets at end of year2013-12-31$7,343,366
Value of total assets at beginning of year2013-12-31$5,943,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,310
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$7,758
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$12,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$12,548
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$577,072
Participant contributions at end of year2013-12-31$139,162
Participant contributions at beginning of year2013-12-31$96,508
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$86,699
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$-3,174
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,399,824
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,343,366
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,943,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,033,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$811,351
Value of interest in pooled separate accounts at end of year2013-12-31$5,875,431
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,743,156
Interest on participant loans2013-12-31$5,261
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$2,497
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$295,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$292,527
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$111,210
Net investment gain/loss from pooled separate accounts2013-12-31$1,059,813
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$161,255
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$603,047
Contract administrator fees2013-12-31$10,310
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN2013-12-31201260566
2012 : ESSEX MEADOWS, INC. RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,264,329
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$246,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$238,327
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$659,749
Value of total assets at end of year2012-12-31$5,943,542
Value of total assets at beginning of year2012-12-31$4,925,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,075
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$690
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$15,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$15,249
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$510,393
Participant contributions at end of year2012-12-31$96,508
Participant contributions at beginning of year2012-12-31$127,195
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$5,808
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$-769
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,017,927
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,943,542
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,925,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$811,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$625,928
Value of interest in pooled separate accounts at end of year2012-12-31$4,743,156
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,891,101
Interest on participant loans2012-12-31$-3,580
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$4,270
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$292,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$273,390
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$86,061
Net investment gain/loss from pooled separate accounts2012-12-31$503,349
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$149,352
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$2,193
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$238,327
Contract administrator fees2012-12-31$8,075
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN2012-12-31201260566
2011 : ESSEX MEADOWS, INC. RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$568,785
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$510,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$502,432
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$610,874
Value of total assets at end of year2011-12-31$4,925,615
Value of total assets at beginning of year2011-12-31$4,867,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,328
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$10,436
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$8,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$8,062
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$465,766
Participant contributions at end of year2011-12-31$127,195
Participant contributions at beginning of year2011-12-31$91,297
Participant contributions at end of year2011-12-31$5,808
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,922
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$1,000
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$58,025
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,925,615
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,867,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$625,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$679,320
Value of interest in pooled separate accounts at end of year2011-12-31$3,891,101
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,792,484
Interest on participant loans2011-12-31$4,766
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$5,670
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$273,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$304,479
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-50,467
Net investment gain/loss from pooled separate accounts2011-12-31$-11,120
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$136,186
Employer contributions (assets) at end of year2011-12-31$2,193
Employer contributions (assets) at beginning of year2011-12-31$10
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$502,432
Contract administrator fees2011-12-31$8,328
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN2011-12-31201260566
2010 : ESSEX MEADOWS, INC. RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,102,558
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$249,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$243,789
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$554,305
Value of total assets at end of year2010-12-31$4,867,590
Value of total assets at beginning of year2010-12-31$4,014,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,157
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$16,037
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$7,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$7,219
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$422,727
Participant contributions at end of year2010-12-31$91,297
Participant contributions at beginning of year2010-12-31$69,590
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$4,831
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,743
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$10
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$620
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$852,612
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,867,590
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,014,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$679,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$554,482
Value of interest in pooled separate accounts at end of year2010-12-31$3,792,484
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,087,338
Interest on participant loans2010-12-31$8,605
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$7,432
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$304,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$296,905
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$48,464
Net investment gain/loss from pooled separate accounts2010-12-31$475,913
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$120,835
Employer contributions (assets) at end of year2010-12-31$10
Employer contributions (assets) at beginning of year2010-12-31$1,832
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$243,779
Contract administrator fees2010-12-31$6,157
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MARSHALL VANDER LINDEN CPA, PLC
Accountancy firm EIN2010-12-31201260566

Form 5500 Responses for ESSEX MEADOWS, INC. RETIREMENT PLAN

2019: ESSEX MEADOWS, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ESSEX MEADOWS, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ESSEX MEADOWS, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ESSEX MEADOWS, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ESSEX MEADOWS, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ESSEX MEADOWS, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ESSEX MEADOWS, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ESSEX MEADOWS, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ESSEX MEADOWS, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ESSEX MEADOWS, INC. RETIREMENT 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number447681
Policy instance 1
Insurance contract or identification number447681
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-04-03
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number447681
Policy instance 1
Insurance contract or identification number447681
Number of Individuals Covered457
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number447681
Policy instance 1
Insurance contract or identification number447681
Number of Individuals Covered429
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number447681
Policy instance 1
Insurance contract or identification number447681
Number of Individuals Covered412
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number447681
Policy instance 1
Insurance contract or identification number447681
Number of Individuals Covered402
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number447681
Policy instance 1
Insurance contract or identification number447681
Number of Individuals Covered408
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number447681
Policy instance 1
Insurance contract or identification number447681
Number of Individuals Covered406
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number447681
Policy instance 1
Insurance contract or identification number447681
Number of Individuals Covered398
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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