| Plan Name | SACRED HEART ASSISTED LIVING 401K |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SACRED HEART ASSISTED LIVING, INC. |
| Employer identification number (EIN): | 472363531 |
| NAIC Classification: | 623000 |
| NAIC Description: | Nursing and Residential Care Facilities |
Additional information about SACRED HEART ASSISTED LIVING, INC.
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 2014-11-10 |
| Company Identification Number: | C3726453 |
| Legal Registered Office Address: |
76 Trumpet Vine Street Ladera Ranch United States of America (USA) 92694 |
More information about SACRED HEART ASSISTED LIVING, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2017-07-01 | ||||
| 001 | 2016-07-01 | BRUCE SMERKER | |||
| 001 | 2015-07-01 | BRUCE SMERKER | |||
| 001 | 2014-11-21 | BRUCE SMERKER |
| Measure | Date | Value |
|---|---|---|
| 2017 : SACRED HEART ASSISTED LIVING 401K 2017 401k financial data | ||
| Transfers to/from the plan | 2017-06-30 | $0 |
| Total plan liabilities at end of year | 2017-06-30 | $0 |
| Total plan liabilities at beginning of year | 2017-06-30 | $0 |
| Total income from all sources | 2017-06-30 | $-14,798 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $0 |
| Total plan assets at end of year | 2017-06-30 | $172,410 |
| Total plan assets at beginning of year | 2017-06-30 | $187,208 |
| Total contributions received or receivable from participants | 2017-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-06-30 | $0 |
| Other income received | 2017-06-30 | $-14,798 |
| Noncash contributions received | 2017-06-30 | $0 |
| Net income (gross income less expenses) | 2017-06-30 | $-14,798 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $172,410 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $187,208 |
| Assets. Value of employer securities | 2017-06-30 | $167,374 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2017-06-30 | $0 |
| Value of corrective distributions | 2017-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $0 |
| 2016 : SACRED HEART ASSISTED LIVING 401K 2016 401k financial data | ||
| Transfers to/from the plan | 2016-06-30 | $0 |
| Total plan liabilities at end of year | 2016-06-30 | $0 |
| Total plan liabilities at beginning of year | 2016-06-30 | $0 |
| Total income from all sources | 2016-06-30 | $51,670 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $0 |
| Total plan assets at end of year | 2016-06-30 | $187,208 |
| Total plan assets at beginning of year | 2016-06-30 | $135,538 |
| Total contributions received or receivable from participants | 2016-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $0 |
| Other income received | 2016-06-30 | $51,670 |
| Noncash contributions received | 2016-06-30 | $0 |
| Net income (gross income less expenses) | 2016-06-30 | $51,670 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $187,208 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $135,538 |
| Assets. Value of employer securities | 2016-06-30 | $182,181 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2016-06-30 | $0 |
| Value of corrective distributions | 2016-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $0 |
| 2015 : SACRED HEART ASSISTED LIVING 401K 2015 401k financial data | ||
| Transfers to/from the plan | 2015-06-30 | $0 |
| Total plan liabilities at end of year | 2015-06-30 | $0 |
| Total plan liabilities at beginning of year | 2015-06-30 | $0 |
| Total income from all sources | 2015-06-30 | $135,538 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $0 |
| Total plan assets at end of year | 2015-06-30 | $135,538 |
| Total plan assets at beginning of year | 2015-06-30 | $0 |
| Total contributions received or receivable from participants | 2015-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-06-30 | $220,783 |
| Other income received | 2015-06-30 | $-85,245 |
| Noncash contributions received | 2015-06-30 | $0 |
| Net income (gross income less expenses) | 2015-06-30 | $135,538 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $135,538 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $0 |
| Assets. Value of employer securities | 2015-06-30 | $130,785 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
| Value of corrective distributions | 2015-06-30 | $0 |
| 2017: SACRED HEART ASSISTED LIVING 401K 2017 form 5500 responses | ||
|---|---|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SACRED HEART ASSISTED LIVING 401K 2016 form 5500 responses | ||
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SACRED HEART ASSISTED LIVING 401K 2015 form 5500 responses | ||
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SACRED HEART ASSISTED LIVING 401K 2014 form 5500 responses | ||
| 2014-11-21 | Type of plan entity | Single employer plan |
| 2014-11-21 | First time form 5500 has been submitted | Yes |
| 2014-11-21 | Submission has been amended | No |
| 2014-11-21 | This submission is the final filing | No |
| 2014-11-21 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2014-11-21 | Plan is a collectively bargained plan | No |
| 2014-11-21 | Plan funding arrangement – Trust | Yes |
| 2014-11-21 | Plan benefit arrangement - Trust | Yes |