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| Plan Name | PLEASANT VIEW INC. 403(B) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | PLEASANT VIEW, INC. |
| Employer identification number (EIN): | 540887738 |
| NAIC Classification: | 623000 |
| NAIC Description: | Nursing and Residential Care Facilities |
Additional information about PLEASANT VIEW, INC.
| Jurisdiction of Incorporation: | Virginia Secretary of State |
| Incorporation Date: | 1971-02-08 |
| Company Identification Number: | 0130327 |
| Legal Registered Office Address: |
PO BOX 426 P O BOX 20028 BROADWAY United States of America (USA) 22815 |
More information about PLEASANT VIEW, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2012-07-01 | JOHN S GARBER | |||
| 001 | 2011-07-01 | JOHN SCOTT GARBER | |||
| 001 | 2010-07-01 | JOHN S. GARBER | |||
| 001 | 2009-07-01 | JOHN GARBER | JOHN GARBER | 2011-01-28 |
| Measure | Date | Value |
|---|---|---|
| 2012: PLEASANT VIEW INC. 403(B) PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-07-01 | 220 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 0 |
| Total of all active and inactive participants | 2012-07-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 0 |
| Number of participants with account balances | 2012-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
| 2011: PLEASANT VIEW INC. 403(B) PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-07-01 | 188 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 183 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 37 |
| Total of all active and inactive participants | 2011-07-01 | 220 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 220 |
| Number of participants with account balances | 2011-07-01 | 98 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| 2010: PLEASANT VIEW INC. 403(B) PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-07-01 | 186 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 182 |
| Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 6 |
| Total of all active and inactive participants | 2010-07-01 | 188 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
| Total participants | 2010-07-01 | 188 |
| Number of participants with account balances | 2010-07-01 | 99 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 0 |
| 2009: PLEASANT VIEW INC. 403(B) PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-07-01 | 178 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 180 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 6 |
| Total of all active and inactive participants | 2009-07-01 | 186 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 186 |
| Number of participants with account balances | 2009-07-01 | 92 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2013 : PLEASANT VIEW INC. 403(B) PLAN 2013 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
| Total income from all sources (including contributions) | 2013-06-30 | $324,390 |
| Total loss/gain on sale of assets | 2013-06-30 | $0 |
| Total of all expenses incurred | 2013-06-30 | $1,779,390 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $1,779,317 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $136,522 |
| Value of total assets at end of year | 2013-06-30 | $0 |
| Value of total assets at beginning of year | 2013-06-30 | $1,455,000 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $73 |
| Total interest from all sources | 2013-06-30 | $17,037 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Contributions received from participants | 2013-06-30 | $99,310 |
| Participant contributions at end of year | 2013-06-30 | $0 |
| Participant contributions at beginning of year | 2013-06-30 | $28,248 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $-1,455,000 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $1,455,000 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $935,763 |
| Interest earned on other investments | 2013-06-30 | $17,037 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-06-30 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-06-30 | $490,989 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $170,831 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $37,212 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $1,779,317 |
| Contract administrator fees | 2013-06-30 | $73 |
| Did the plan have assets held for investment | 2013-06-30 | 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 | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | Yes |
| 2012 : PLEASANT VIEW INC. 403(B) PLAN 2012 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2012-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
| Total income from all sources (including contributions) | 2012-06-30 | $133,518 |
| Total loss/gain on sale of assets | 2012-06-30 | $0 |
| Total of all expenses incurred | 2012-06-30 | $56,880 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $56,831 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $134,477 |
| Value of total assets at end of year | 2012-06-30 | $1,455,000 |
| Value of total assets at beginning of year | 2012-06-30 | $1,378,362 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $49 |
| Total interest from all sources | 2012-06-30 | $16,473 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Contributions received from participants | 2012-06-30 | $98,560 |
| Participant contributions at end of year | 2012-06-30 | $28,248 |
| Participant contributions at beginning of year | 2012-06-30 | $35,715 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $76,638 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $1,455,000 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,378,362 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $935,763 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $876,340 |
| Interest earned on other investments | 2012-06-30 | $16,473 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-06-30 | $490,989 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-06-30 | $466,307 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-17,432 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $35,917 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $56,831 |
| Contract administrator fees | 2012-06-30 | $49 |
| Did the plan have assets held for investment | 2012-06-30 | 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 | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
| Accountancy firm name | 2012-06-30 | MARTIN, BEACHY & AREHART, PLLC |
| Accountancy firm EIN | 2012-06-30 | 541326200 |
| 2011 : PLEASANT VIEW INC. 403(B) PLAN 2011 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
| Total income from all sources (including contributions) | 2011-06-30 | $348,561 |
| Total loss/gain on sale of assets | 2011-06-30 | $0 |
| Total of all expenses incurred | 2011-06-30 | $19,164 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $19,164 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $136,719 |
| Value of total assets at end of year | 2011-06-30 | $1,378,362 |
| Value of total assets at beginning of year | 2011-06-30 | $1,048,965 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $0 |
| Total interest from all sources | 2011-06-30 | $16,703 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Contributions received from participants | 2011-06-30 | $100,197 |
| Participant contributions at end of year | 2011-06-30 | $35,715 |
| Participant contributions at beginning of year | 2011-06-30 | $35,716 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $329,397 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $1,378,362 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $1,048,965 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $876,340 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $622,252 |
| Interest earned on other investments | 2011-06-30 | $16,703 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-06-30 | $466,307 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-06-30 | $390,997 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $195,139 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $36,522 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $19,164 |
| Did the plan have assets held for investment | 2011-06-30 | 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 | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
| Accountancy firm name | 2011-06-30 | MARTIN, BEACHY & AREHART, PLLC |
| Accountancy firm EIN | 2011-06-30 | 541326200 |
| 2010 : PLEASANT VIEW INC. 403(B) PLAN 2010 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
| 2012: PLEASANT VIEW INC. 403(B) PLAN 2012 form 5500 responses | ||
|---|---|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | Yes |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PLEASANT VIEW INC. 403(B) PLAN 2011 form 5500 responses | ||
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | Yes |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PLEASANT VIEW INC. 403(B) PLAN 2010 form 5500 responses | ||
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Submission has been amended | No |
| 2010-07-01 | This submission is the final filing | No |
| 2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-07-01 | Plan is a collectively bargained plan | No |
| 2010-07-01 | Plan funding arrangement – Insurance | Yes |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PLEASANT VIEW INC. 403(B) PLAN 2009 form 5500 responses | ||
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | CR32559 |
| Policy instance | 1 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | CR32559 |
| Policy instance | 1 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | CR32559 |
| Policy instance | 1 |