401k Plan data: CARERITE CENTERS, LLC 401(K) PLAN plan

CARERITE CENTERS, LLC 401(K) PLAN 401k Plan overview

Plan Name	CARERITE CENTERS, LLC 401(K) PLAN
Plan identification number	003

CARERITE CENTERS, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

ST. JAMES OPERATING LLC has sponsored the creation of one or more 401k plans.

Company Name: ST. JAMES OPERATING LLC

Employer identification number (EIN): 453832931

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

Additional information about ST. JAMES OPERATING LLC

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2011-10-06

Company Identification Number: 4150492

Legal Registered Office Address: 275 MORICHES ROAD
Suffolk
ST. JAMES
United States of America (USA)
11780

More information about ST. JAMES OPERATING LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARERITE CENTERS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2014-01-01 YOSSIE ZUCKER YOSSIE ZUCKER 2015-10-09
003 2013-01-01 YOSSIE ZUCKER YOSSIE ZUCKER 2014-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2014-01-01	YOSSIE ZUCKER		YOSSIE ZUCKER	2015-10-09
003	2013-01-01	YOSSIE ZUCKER		YOSSIE ZUCKER	2014-10-13

Plan Statistics for CARERITE CENTERS, LLC 401(K) PLAN

401k plan membership statisitcs for CARERITE CENTERS, LLC 401(K) PLAN

Measure Date Value
2014: CARERITE CENTERS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,089
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,170
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 22
Total of all active and inactive participants 2014-01-01 1,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,192
Number of participants with account balances 2014-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: CARERITE CENTERS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 101
Number of other retired or separated participants entitled to future benefits 2013-01-01 17
Total of all active and inactive participants 2013-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 118
Number of participants with account balances 2013-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3

Measure	Date	Value
2014: CARERITE CENTERS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,089
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,170
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	22
Total of all active and inactive participants	2014-01-01	1,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,192
Number of participants with account balances	2014-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: CARERITE CENTERS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	101
Number of other retired or separated participants entitled to future benefits	2013-01-01	17
Total of all active and inactive participants	2013-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	118
Number of participants with account balances	2013-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3

Financial Data on CARERITE CENTERS, LLC 401(K) PLAN

Measure	Date	Value
2014 : CARERITE CENTERS, LLC 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$1,033,368
Total income from all sources (including contributions)	2014-12-31	$988,329
Total of all expenses incurred	2014-12-31	$188,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$175,453
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$12,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$657,380
Value of total assets at end of year	2014-12-31	$6,525,486
Value of total assets at beginning of year	2014-12-31	$4,692,699
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,030
Total interest from all sources	2014-12-31	$25,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$405,385
Participant contributions at end of year	2014-12-31	$63,265
Participant contributions at beginning of year	2014-12-31	$32,106
Participant contributions at end of year	2014-12-31	$738
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$251,995
Other income not declared elsewhere	2014-12-31	$386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$799,419
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,525,486
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,692,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$1,030
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,649,754
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,663,681
Interest on participant loans	2014-12-31	$2,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,811,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$971,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$971,300
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$23,103
Net investment gain/loss from pooled separate accounts	2014-12-31	$304,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$0
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$25,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$175,453
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CAPALBO & LAURO CPAS
Accountancy firm EIN	2014-12-31	133886999
2013 : CARERITE CENTERS, LLC 401(K) PLAN 2013 401k financial data
Total transfer of assets to this plan	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,049,048
Total of all expenses incurred	2013-12-31	$1,121,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,120,373
Expenses. Certain deemed distributions of participant loans	2013-12-31	$1,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$337,175
Value of total assets at end of year	2013-12-31	$4,692,699
Value of total assets at beginning of year	2013-12-31	$4,765,618
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$567
Total interest from all sources	2013-12-31	$15,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$282,062
Participant contributions at end of year	2013-12-31	$32,106
Participant contributions at beginning of year	2013-12-31	$27,517
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$55,113
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-72,919
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,692,699
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,765,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,738,101
Value of interest in pooled separate accounts at end of year	2013-12-31	$3,663,681
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$1,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$971,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$14,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$192,290
Net investment gain/loss from pooled separate accounts	2013-12-31	$503,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Employer contributions (assets) at end of year	2013-12-31	$25,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,119,971
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CAPALBO & LAURO CPAS
Accountancy firm EIN	2013-12-31	133886999

Form 5500 Responses for CARERITE CENTERS, LLC 401(K) PLAN

2014: CARERITE CENTERS, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: CARERITE CENTERS, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	ST. JAMES OPERATING LLC
Employer identification number (EIN):	453832931
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2011-10-06
Company Identification Number:	4150492
Legal Registered Office Address:	275 MORICHES ROAD Suffolk ST. JAMES United States of America (USA) 11780