401k Plan data: OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN plan

OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN 401k Plan overview

Plan Name	OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN
Plan identification number	001

OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

OAKMONT MANAGEMENT GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name: OAKMONT MANAGEMENT GROUP LLC

Employer identification number (EIN): 461228406

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

Additional information about OAKMONT MANAGEMENT GROUP LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5567500

More information about OAKMONT MANAGEMENT GROUP LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 KAREN ELLIS
001 2016-01-01 KAREN ELLIS

Plan Statistics for OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN

401k plan membership statisitcs for OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN

Measure Date Value
2019: OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,820
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,818
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 239
Total of all active and inactive participants 2019-01-01 2,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2,057
Number of participants with account balances 2019-01-01 773
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,534
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,671
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 103
Total of all active and inactive participants 2018-01-01 1,774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,774
Number of participants with account balances 2018-01-01 492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 832
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 901
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 29
Total of all active and inactive participants 2017-01-01 930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 930
Number of participants with account balances 2017-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 725
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 786
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 21
Total of all active and inactive participants 2016-01-01 807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 807
Number of participants with account balances 2016-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2019: OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,820
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,818
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	239
Total of all active and inactive participants	2019-01-01	2,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2,057
Number of participants with account balances	2019-01-01	773
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,534
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,671
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	103
Total of all active and inactive participants	2018-01-01	1,774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,774
Number of participants with account balances	2018-01-01	492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	832
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	901
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	29
Total of all active and inactive participants	2017-01-01	930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	930
Number of participants with account balances	2017-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	725
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	786
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	21
Total of all active and inactive participants	2016-01-01	807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	807
Number of participants with account balances	2016-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN

Measure	Date	Value
2019 : OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,499,764
Total income from all sources (including contributions)	2019-12-31	$2,499,764
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$349,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$289,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$289,443
Expenses. Certain deemed distributions of participant loans	2019-12-31	$18,829
Expenses. Certain deemed distributions of participant loans	2019-12-31	$18,829
Value of total corrective distributions	2019-12-31	$26,532
Value of total corrective distributions	2019-12-31	$26,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,808,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,808,456
Value of total assets at end of year	2019-12-31	$4,668,582
Value of total assets at end of year	2019-12-31	$4,668,582
Value of total assets at beginning of year	2019-12-31	$2,518,533
Value of total assets at beginning of year	2019-12-31	$2,518,533
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,911
Total interest from all sources	2019-12-31	$6,604
Total interest from all sources	2019-12-31	$6,604
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$124,391
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$124,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$124,391
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$124,391
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$252,000
Value of fidelity bond cover	2019-12-31	$252,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,352,448
Contributions received from participants	2019-12-31	$1,352,448
Participant contributions at end of year	2019-12-31	$139,682
Participant contributions at end of year	2019-12-31	$139,682
Participant contributions at beginning of year	2019-12-31	$68,807
Participant contributions at beginning of year	2019-12-31	$68,807
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$156,859
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$156,859
Administrative expenses (other) incurred	2019-12-31	$14,911
Administrative expenses (other) incurred	2019-12-31	$14,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,150,049
Value of net income/loss	2019-12-31	$2,150,049
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,668,582
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,668,582
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,518,533
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,518,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,383,195
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,383,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,341,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,341,961
Interest on participant loans	2019-12-31	$6,604
Interest on participant loans	2019-12-31	$6,604
Value of interest in common/collective trusts at end of year	2019-12-31	$145,705
Value of interest in common/collective trusts at end of year	2019-12-31	$145,705
Value of interest in common/collective trusts at beginning of year	2019-12-31	$107,765
Value of interest in common/collective trusts at beginning of year	2019-12-31	$107,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$557,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$557,160
Net investment gain or loss from common/collective trusts	2019-12-31	$3,153
Net investment gain or loss from common/collective trusts	2019-12-31	$3,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$299,149
Contributions received in cash from employer	2019-12-31	$299,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$289,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$289,443
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MOSS ADAMS
Accountancy firm name	2019-12-31	MOSS ADAMS
Accountancy firm EIN	2019-12-31	910189318
Accountancy firm EIN	2019-12-31	910189318
2018 : OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$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	$863,380
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$147,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$106,934
Value of total corrective distributions	2017-12-31	$38,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$667,750
Value of total assets at end of year	2017-12-31	$1,638,727
Value of total assets at beginning of year	2017-12-31	$922,771
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,485
Total interest from all sources	2017-12-31	$674
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$39,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$39,357
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$93,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$404,497
Participant contributions at end of year	2017-12-31	$21,542
Participant contributions at beginning of year	2017-12-31	$10,477
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$185,823
Administrative expenses (other) incurred	2017-12-31	$2,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$715,956
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,638,727
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$922,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,551,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$872,424
Interest on participant loans	2017-12-31	$674
Value of interest in common/collective trusts at end of year	2017-12-31	$65,285
Value of interest in common/collective trusts at beginning of year	2017-12-31	$39,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$154,681
Net investment gain or loss from common/collective trusts	2017-12-31	$918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$77,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$106,934
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOSS ADAMS
Accountancy firm EIN	2017-12-31	910189318
2016 : OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$479,479
Total transfer of assets from this plan	2016-12-31	$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	$499,917
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$56,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$55,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$412,652
Value of total assets at end of year	2016-12-31	$922,771
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,250
Total interest from all sources	2016-12-31	$249
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$19,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$19,206
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$300,566
Participant contributions at end of year	2016-12-31	$10,477
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$56,015
Administrative expenses (other) incurred	2016-12-31	$1,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$443,292
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$922,771
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$872,424
Interest on participant loans	2016-12-31	$249
Value of interest in common/collective trusts at end of year	2016-12-31	$39,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$67,254
Net investment gain or loss from common/collective trusts	2016-12-31	$556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$56,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$55,375
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOSS ADAMS
Accountancy firm EIN	2016-12-31	910189318

Form 5500 Responses for OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN

2019: OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OAKMONT MANAGEMENT GROUP LLC
Employer identification number (EIN):	461228406
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5567500