401k Plan data: PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN plan

PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN 401k Plan overview

Plan Name	PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN
Plan identification number	003

PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

PRESBYTERIAN MANORS OF MID-AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name: PRESBYTERIAN MANORS OF MID-AMERICA, INC.

Employer identification number (EIN): 480877587

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01

Plan Statistics for PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN

401k plan membership statisitcs for PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN

Measure Date Value
2022: PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,638
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,643
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 118
Total of all active and inactive participants 2022-01-01 1,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,765
Number of participants with account balances 2022-01-01 527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 12
2021: PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,904
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,452
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 128
Total of all active and inactive participants 2021-01-01 1,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,583
Number of participants with account balances 2021-01-01 569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 22
2020: PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,182
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,891
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 79
Total of all active and inactive participants 2020-01-01 1,974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,974
Number of participants with account balances 2020-01-01 598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,046
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,038
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 60
Total of all active and inactive participants 2019-01-01 2,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2,103
Number of participants with account balances 2019-01-01 622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 18
2018: PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,076
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,966
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 14
Total of all active and inactive participants 2018-01-01 1,980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,980
Number of participants with account balances 2018-01-01 295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2

Measure	Date	Value
2022: PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,638
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,643
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	118
Total of all active and inactive participants	2022-01-01	1,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,765
Number of participants with account balances	2022-01-01	527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	12
2021: PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,904
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,452
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	128
Total of all active and inactive participants	2021-01-01	1,583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,583
Number of participants with account balances	2021-01-01	569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	22
2020: PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,182
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,891
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	79
Total of all active and inactive participants	2020-01-01	1,974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,974
Number of participants with account balances	2020-01-01	598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,046
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,038
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	60
Total of all active and inactive participants	2019-01-01	2,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2,103
Number of participants with account balances	2019-01-01	622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	18
2018: PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,076
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,966
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	14
Total of all active and inactive participants	2018-01-01	1,980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,980
Number of participants with account balances	2018-01-01	295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2

Financial Data on PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN

Measure	Date	Value
2022 : PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-322,808
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$793,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$789,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,055,452
Value of total assets at end of year	2022-12-31	$7,718,849
Value of total assets at beginning of year	2022-12-31	$8,834,825
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$3,546
Total interest from all sources	2022-12-31	$5,894
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$347,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$347,686
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$924,850
Participant contributions at end of year	2022-12-31	$30,553
Participant contributions at beginning of year	2022-12-31	$38,629
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$112,836
Other income not declared elsewhere	2022-12-31	$-360
Total non interest bearing cash at end of year	2022-12-31	$32,191
Total non interest bearing cash at beginning of year	2022-12-31	$39,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,115,976
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,718,849
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,834,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$146
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,392,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,757,145
Interest on participant loans	2022-12-31	$1,861
Interest earned on other investments	2022-12-31	$146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$263,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$3,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,731,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$17,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$789,622
Contract administrator fees	2022-12-31	$3,400
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$33,410
Total income from all sources (including contributions)	2021-12-31	$2,054,867
Total of all expenses incurred	2021-12-31	$610,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$607,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,054,726
Value of total assets at end of year	2021-12-31	$8,834,825
Value of total assets at beginning of year	2021-12-31	$7,423,743
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,772
Total interest from all sources	2021-12-31	$7,397
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$726,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$726,906
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,056,104
Participant contributions at end of year	2021-12-31	$38,629
Participant contributions at beginning of year	2021-12-31	$45,421
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$34
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$55,342
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$32,930
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$33,410
Total non interest bearing cash at end of year	2021-12-31	$39,051
Total non interest bearing cash at beginning of year	2021-12-31	$124,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,444,492
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,834,825
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,390,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$2,772
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,757,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,220,759
Interest on participant loans	2021-12-31	$7,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$265,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$-56,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$607,603
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$33,410
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$78
Total income from all sources (including contributions)	2020-12-31	$2,123,191
Total of all expenses incurred	2020-12-31	$323,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$315,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,284,984
Value of total assets at end of year	2020-12-31	$7,423,743
Value of total assets at beginning of year	2020-12-31	$5,590,352
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$8,121
Total interest from all sources	2020-12-31	$8,538
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$174,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$174,080
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,017,850
Participant contributions at end of year	2020-12-31	$45,421
Participant contributions at beginning of year	2020-12-31	$38,696
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$34
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$25
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$142,800
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$32,930
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$37,515
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$33,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$78
Other income not declared elsewhere	2020-12-31	$125
Total non interest bearing cash at end of year	2020-12-31	$124,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,800,059
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,390,333
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,590,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$8,121
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,220,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,514,116
Interest on participant loans	2020-12-31	$5,187
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$3,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$655,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$124,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$315,011
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BKD, LLP
Accountancy firm EIN	2020-12-31	440160260
2019 : PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$78
Total income from all sources (including contributions)	2019-12-31	$3,885,731
Total of all expenses incurred	2019-12-31	$396,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$393,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,102,332
Value of total assets at end of year	2019-12-31	$5,590,352
Value of total assets at beginning of year	2019-12-31	$2,100,560
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,280
Total interest from all sources	2019-12-31	$7,174
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$145,572
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	$145,572
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	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	$910,009
Participant contributions at end of year	2019-12-31	$38,696
Participant contributions at beginning of year	2019-12-31	$33,133
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$25
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,167,716
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$37,515
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$15,640
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$78
Other income not declared elsewhere	2019-12-31	$68
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	$3,489,714
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,590,274
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,100,560
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$2,280
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,514,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,051,787
Interest on participant loans	2019-12-31	$3,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$4,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$630,585
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	Yes
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	$24,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$393,737
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BKD, LLP
Accountancy firm EIN	2019-12-31	440160260
2018 : PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$2,140,885
Total of all expenses incurred	2018-12-31	$40,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$39,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,262,477
Value of total assets at end of year	2018-12-31	$2,100,560
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$777
Total interest from all sources	2018-12-31	$2,663
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$86,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$86,010
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$693,417
Participant contributions at end of year	2018-12-31	$33,133
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,358,381
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$15,640
Other income not declared elsewhere	2018-12-31	$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$2,100,560
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,100,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$777
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,051,787
Interest on participant loans	2018-12-31	$1,201
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-210,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$210,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$39,548
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BKD, LLP
Accountancy firm EIN	2018-12-31	440160260

Form 5500 Responses for PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN

2022: PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) 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: PRESBYTERIAN MANORS OF MID-AMERICA, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	Submission has been amended	No
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

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Company Name:	PRESBYTERIAN MANORS OF MID-AMERICA, INC.
Employer identification number (EIN):	480877587
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations