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LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 401k Plan overview

Plan NameLUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN
Plan identification number 001

LUTHERAN HOME OF THE GOOD SHEPHERD 401K 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LUTHERAN HOME OF THE GOOD SHEPHERD has sponsored the creation of one or more 401k plans.

Company Name:LUTHERAN HOME OF THE GOOD SHEPHERD
Employer identification number (EIN):450277267
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about LUTHERAN HOME OF THE GOOD SHEPHERD

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1979-06-13
Company Identification Number: 563137
Legal Registered Office Address: ROUTE 31
Wayne
SAVANNAH
United States of America (USA)
13146

More information about LUTHERAN HOME OF THE GOOD SHEPHERD

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KIM JENSRUD2023-06-06
0012021-01-01KIM JENSRUD2022-08-15
0012020-01-01KIM JENSRUD2021-04-16
0012019-01-01KIM JENSRUD2020-08-26
0012018-01-01
0012017-01-01KIM JENSRUD
0012016-01-01KIM JENSRUD
0012015-01-01KIM JENSRUD
0012014-01-01KIM JENSRUD
0012013-01-01KIM JENSRUD
0012012-01-01KIM JENSRUD
0012011-01-01STUART A SCHNEIDER
0012009-01-01ELLA GUTZKE

Plan Statistics for LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN

401k plan membership statisitcs for LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN

Measure Date Value
2018: LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01101
Total number of active participants reported on line 7a of the Form 55002018-01-0186
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0194
Number of participants with account balances2018-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01110
Total number of active participants reported on line 7a of the Form 55002017-01-0193
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01101
Number of participants with account balances2017-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01113
Total number of active participants reported on line 7a of the Form 55002016-01-01100
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01110
Number of participants with account balances2016-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01126
Total number of active participants reported on line 7a of the Form 55002015-01-01104
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01113
Number of participants with account balances2015-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01131
Total number of active participants reported on line 7a of the Form 55002014-01-01105
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01126
Number of participants with account balances2014-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01114
Total number of active participants reported on line 7a of the Form 55002013-01-01115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01131
Number of participants with account balances2013-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01119
Total number of active participants reported on line 7a of the Form 55002012-01-01100
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01114
Number of participants with account balances2012-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01131
Total number of active participants reported on line 7a of the Form 55002011-01-01107
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01119
Number of participants with account balances2011-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01132
Total number of active participants reported on line 7a of the Form 55002009-01-01128
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01138
Number of participants with account balances2009-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN

Measure Date Value
2018 : LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$116,418
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$73,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$61,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$181,133
Value of total assets at end of year2018-12-31$1,629,777
Value of total assets at beginning of year2018-12-31$1,587,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,368
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$63,590
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$63,590
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$160,000
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
Contributions received from participants2018-12-31$107,455
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$4,032
Other income not declared elsewhere2018-12-31$12,243
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$42,566
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,629,777
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,587,211
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
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,629,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,580,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-140,548
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$73,678
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$2,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$61,484
Contract administrator fees2018-12-31$12,368
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31EIDE BAILLY
Accountancy firm EIN2018-12-31450250958
2017 : LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$379,539
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$166,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$166,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$182,190
Value of total assets at end of year2017-12-31$1,587,211
Value of total assets at beginning of year2017-12-31$1,374,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$375
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$34,315
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$34,315
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$140,000
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
Contributions received from participants2017-12-31$108,103
Participant contributions at end of year2017-12-31$4,032
Participant contributions 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$213,074
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,587,211
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,374,137
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
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$375
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,580,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,374,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$163,034
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$74,087
Employer contributions (assets) at end of year2017-12-31$2,814
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$166,090
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31EIDE BAILLY
Accountancy firm EIN2017-12-31450250958
2016 : LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$264,227
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$66,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$66,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$187,050
Value of total assets at end of year2016-12-31$1,374,137
Value of total assets at beginning of year2016-12-31$1,176,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$275
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$34,098
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$34,098
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$120,000
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
Contributions received from participants2016-12-31$108,804
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$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$197,378
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,374,137
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,176,759
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
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$275
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,374,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,176,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$43,079
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$78,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$66,574
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31EIDE BAILLY
Accountancy firm EIN2016-12-31450250958
2015 : LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$191,431
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$110,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$109,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$193,795
Value of total assets at end of year2015-12-31$1,176,759
Value of total assets at beginning of year2015-12-31$1,095,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$525
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$46,088
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$46,088
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$120,000
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
Contributions received from participants2015-12-31$122,533
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$514
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$81,269
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,176,759
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,095,490
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
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$525
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,176,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,095,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-48,452
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$70,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$109,637
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31EIDE BAILLY
Accountancy firm EIN2015-12-31450250958
2014 : LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$237,764
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$141,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$141,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$186,233
Value of total assets at end of year2014-12-31$1,095,490
Value of total assets at beginning of year2014-12-31$999,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$200
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$33,632
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$33,632
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$120,000
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
Contributions received from participants2014-12-31$90,790
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$26,908
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$96,227
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,095,490
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$999,263
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
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,095,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$999,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$17,899
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$68,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$141,337
Contract administrator fees2014-12-31$200
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31EIDE BAILLY
Accountancy firm EIN2014-12-31450250958
2013 : LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$285,032
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$33,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$33,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$151,879
Value of total assets at end of year2013-12-31$999,263
Value of total assets at beginning of year2013-12-31$747,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$19,529
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$19,529
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
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
Contributions received from participants2013-12-31$85,662
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$251,300
Value of net assets at end of year (total assets less liabilities)2013-12-31$999,263
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$747,963
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
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$999,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$747,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$113,624
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$66,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$33,732
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31EIDE BAILLY
Accountancy firm EIN2013-12-31450250958
2012 : LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$213,935
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$125,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$125,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$143,516
Value of total assets at end of year2012-12-31$747,963
Value of total assets at beginning of year2012-12-31$659,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$14,348
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$14,348
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$65,000
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
Contributions received from participants2012-12-31$83,820
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$88,812
Value of net assets at end of year (total assets less liabilities)2012-12-31$747,963
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$659,151
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
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$747,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$659,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$56,071
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$59,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$125,123
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31EIDE BAILLY
Accountancy firm EIN2012-12-31450250958
2011 : LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$157,188
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$13,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$159,989
Value of total assets at end of year2011-12-31$659,151
Value of total assets at beginning of year2011-12-31$514,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$125
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$12,354
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$12,354
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$65,000
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
Contributions received from participants2011-12-31$97,344
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$62,645
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$144,161
Value of net assets at end of year (total assets less liabilities)2011-12-31$659,151
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$514,990
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
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$125
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$659,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$514,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-15,155
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,902
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31EIDE BAILLY
Accountancy firm EIN2011-12-31450250958
2010 : LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$196,296
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$157,990
Value of total assets at end of year2010-12-31$514,990
Value of total assets at beginning of year2010-12-31$324,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$500
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$10,500
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$10,500
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000
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
Contributions received from participants2010-12-31$96,113
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$794
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$190,097
Value of net assets at end of year (total assets less liabilities)2010-12-31$514,990
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$324,893
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
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$514,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$324,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$27,806
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$61,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,699
Contract administrator fees2010-12-31$500
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31EIDE BAILLY
Accountancy firm EIN2010-12-31450250958
2009 : LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN

2018: LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LUTHERAN HOME OF THE GOOD SHEPHERD 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LUTHERAN HOME OF THE GOOD SHEPHERD 401K 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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