401k Plan data: ST LUKE'S MANAGEMENT, INC. INTERNAL REVENUE CODE SECTION 403(B)TAX DEFERRED ANNUITY PLAN plan

ST LUKE'S MANAGEMENT, INC. INTERNAL REVENUE CODE SECTION 403(B)TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	ST LUKE'S MANAGEMENT, INC. INTERNAL REVENUE CODE SECTION 403(B)TAX DEFERRED ANNUITY PLAN
Plan identification number	002

ST LUKE'S MANAGEMENT, INC. INTERNAL REVENUE CODE SECTION 403(B)TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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.

401k Sponsoring company profile

ST LUKES NURSING CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name: ST LUKES NURSING CENTER, INC.

Employer identification number (EIN): 431430756

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST LUKE'S MANAGEMENT, INC. INTERNAL REVENUE CODE SECTION 403(B)TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 STACY BAKER 2024-07-26
002 2022-01-01 STACY BAKER 2023-11-28
002 2021-01-01 STACY BAKER 2023-11-28
002 2019-01-01 JEFFREY BELL 2021-09-01 JEFFREY BELL 2021-09-01
002 2018-01-01 STACY BAKER 2019-07-18 STACY BAKER 2019-07-18
002 2017-01-01 STACY BAKER 2018-05-07 STACY BAKER 2018-05-07
002 2016-01-01 ANNIE HAWES 2017-06-30 ANNIE HAWES 2017-06-30
002 2015-01-01 ANNIE HAWES 2016-07-01 ANNIE HAWES 2016-07-01
002 2014-01-01 ANNIE HAWES 2015-03-16 ANNIE HAWES 2015-03-16
002 2013-01-01 ANNIE HAWES 2014-07-31 ANNIE HAWES 2014-07-31
002 2012-01-01 ANNIE HAWES 2013-07-31 ANNIE HAWES 2013-07-31
002 2011-01-01 ANNIE HAWES 2012-07-25 ANNIE HAWES 2012-07-25
002 2010-01-01 SUE JOSLEN 2011-06-02 SUE JOSLEN 2011-06-02
002 2007-01-01 SUE JOSLEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	STACY BAKER	2024-07-26
002	2022-01-01	STACY BAKER	2023-11-28
002	2021-01-01	STACY BAKER	2023-11-28
002	2019-01-01	JEFFREY BELL	2021-09-01	JEFFREY BELL	2021-09-01
002	2018-01-01	STACY BAKER	2019-07-18	STACY BAKER	2019-07-18
002	2017-01-01	STACY BAKER	2018-05-07	STACY BAKER	2018-05-07
002	2016-01-01	ANNIE HAWES	2017-06-30	ANNIE HAWES	2017-06-30
002	2015-01-01	ANNIE HAWES	2016-07-01	ANNIE HAWES	2016-07-01
002	2014-01-01	ANNIE HAWES	2015-03-16	ANNIE HAWES	2015-03-16
002	2013-01-01	ANNIE HAWES	2014-07-31	ANNIE HAWES	2014-07-31
002	2012-01-01	ANNIE HAWES	2013-07-31	ANNIE HAWES	2013-07-31
002	2011-01-01	ANNIE HAWES	2012-07-25	ANNIE HAWES	2012-07-25
002	2010-01-01	SUE JOSLEN	2011-06-02	SUE JOSLEN	2011-06-02
002	2007-01-01	SUE JOSLEN

Financial Data on ST LUKE'S MANAGEMENT, INC. INTERNAL REVENUE CODE SECTION 403(B)TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2025 : ST LUKE'S MANAGEMENT, INC. INTERNAL REVENUE CODE SECTION 403(B)TAX DEFERRED ANNUITY PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-04-08	0
Total liabilities as of the end of the plan year	2025-04-08	0
Total liabilities as of the beginning of the plan year	2025-04-08	0
Total expenses incurred by plan in this plan year	2025-04-08	378600
Net assets as of the end of the plan year	2025-04-08	671763
Total assets as of the beginning of the plan year	2025-04-08	904619
Value of plan covered by a fidelity bond	2025-04-08	75000
Participant contributions to plan in this plan year	2025-04-08	27057
Other expenses paid from plan in this plan year	2025-04-08	0
Other contributions to plan in this plan year	2025-04-08	0
Other income to plan in this plan year	2025-04-08	90384
Plan net income in this plan year	2025-04-08	-232856
Net assets as of the end of the plan year	2025-04-08	671763
Net assets as of the beginning of the plan year	2025-04-08	904619
Employer contributions to plan in this plan year	2025-04-08	28303
Expensese paid to adminstrative service provicers from plan in this plan year	2025-04-08	1875
2024 : ST LUKE'S MANAGEMENT, INC. INTERNAL REVENUE CODE SECTION 403(B)TAX DEFERRED ANNUITY PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-26	0
Total liabilities as of the end of the plan year	2024-07-26	0
Total liabilities as of the beginning of the plan year	2024-07-26	0
Total expenses incurred by plan in this plan year	2024-07-26	89581
Net assets as of the end of the plan year	2024-07-26	904619
Total assets as of the beginning of the plan year	2024-07-26	845260
Value of plan covered by a fidelity bond	2024-07-26	75000
Participant contributions to plan in this plan year	2024-07-26	29244
Other expenses paid from plan in this plan year	2024-07-26	0
Other contributions to plan in this plan year	2024-07-26	0
Other income to plan in this plan year	2024-07-26	84260
Plan net income in this plan year	2024-07-26	59359
Net assets as of the end of the plan year	2024-07-26	904619
Net assets as of the beginning of the plan year	2024-07-26	845260
Value of contributions failed to transmitted timely	2024-07-26	161326
Employer contributions to plan in this plan year	2024-07-26	35436
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-26	450

Form 5500 Responses for ST LUKE'S MANAGEMENT, INC. INTERNAL REVENUE CODE SECTION 403(B)TAX DEFERRED ANNUITY PLAN

2007: ST LUKE'S MANAGEMENT, INC. INTERNAL REVENUE CODE SECTION 403(B)TAX DEFERRED ANNUITY PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No

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Company Name:	ST LUKES NURSING CENTER, INC.
Employer identification number (EIN):	431430756
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities