401k Plan data: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE plan

RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 401k Plan overview

Plan Name	RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE
Plan identification number	002

RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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.
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

MARTHA JEFFERSON HOUSE has sponsored the creation of one or more 401k plans.

Company Name: MARTHA JEFFERSON HOUSE

Employer identification number (EIN): 541401371

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

Additional information about MARTHA JEFFERSON HOUSE

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1986-09-26

Company Identification Number: 0293084

Legal Registered Office Address: 1600 GORDON AVENUE
415 4TH STREET N.E.
CHARLOTTESVILLE
United States of America (USA)
22903

More information about MARTHA JEFFERSON HOUSE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-10-01 HEATHER PARROTT 2023-07-13
002 2020-10-01 HEATHER PARROTT 2022-07-14
002 2019-10-01
002 2018-10-01
002 2017-10-01
002 2016-10-01 ADAM FELDBAUER
002 2015-10-01 ADAM FELDBAUER
002 2014-10-01 TANIA KITCHEN 2015-11-10
002 2013-10-01 AVA BAUM 2014-11-05
002 2012-10-01 JUDI CHEAPE 2013-12-04 JUDI CHEAPE 2013-12-04
002 2011-10-01 SHERRY D. GRAVES 2013-04-19 SHERRY D. GRAVES 2013-04-19
002 2010-10-01 SHERRY D. GRAVES 2012-05-11 SHERRY D. GRAVES 2012-05-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-10-01	HEATHER PARROTT	2023-07-13
002	2020-10-01	HEATHER PARROTT	2022-07-14
002	2019-10-01
002	2018-10-01
002	2017-10-01
002	2016-10-01	ADAM FELDBAUER
002	2015-10-01	ADAM FELDBAUER
002	2014-10-01	TANIA KITCHEN	2015-11-10
002	2013-10-01	AVA BAUM	2014-11-05
002	2012-10-01	JUDI CHEAPE	2013-12-04	JUDI CHEAPE	2013-12-04
002	2011-10-01	SHERRY D. GRAVES	2013-04-19	SHERRY D. GRAVES	2013-04-19
002	2010-10-01	SHERRY D. GRAVES	2012-05-11	SHERRY D. GRAVES	2012-05-11

Plan Statistics for RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE

401k plan membership statisitcs for RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE

Measure Date Value
2021: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2021 401k membership
Total participants, beginning-of-year 2021-10-01 138
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 76
Number of retired or separated participants receiving benefits 2021-10-01 6
Number of other retired or separated participants entitled to future benefits 2021-10-01 49
Total of all active and inactive participants 2021-10-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 131
Number of participants with account balances 2021-10-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 5
2020: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2020 401k membership
Total participants, beginning-of-year 2020-10-01 127
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 75
Number of retired or separated participants receiving benefits 2020-10-01 9
Number of other retired or separated participants entitled to future benefits 2020-10-01 49
Total of all active and inactive participants 2020-10-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 133
Number of participants with account balances 2020-10-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 7
2019: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2019 401k membership
Total participants, beginning-of-year 2019-10-01 127
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 69
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 48
Total of all active and inactive participants 2019-10-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 117
Number of participants with account balances 2019-10-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
2018: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2018 401k membership
Total participants, beginning-of-year 2018-10-01 122
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 59
Number of other retired or separated participants entitled to future benefits 2018-10-01 60
Total of all active and inactive participants 2018-10-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 119
Number of participants with account balances 2018-10-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 5
2017: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2017 401k membership
Total participants, beginning-of-year 2017-10-01 132
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 74
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 52
Total of all active and inactive participants 2017-10-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 126
Number of participants with account balances 2017-10-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2016 401k membership
Total participants, beginning-of-year 2016-10-01 140
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 86
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 46
Total of all active and inactive participants 2016-10-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 132
Number of participants with account balances 2016-10-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2015 401k membership
Total participants, beginning-of-year 2015-10-01 129
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 90
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 50
Total of all active and inactive participants 2015-10-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 140
Number of participants with account balances 2015-10-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0

Measure	Date	Value
2021: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2021 401k membership
Total participants, beginning-of-year	2021-10-01	138
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	76
Number of retired or separated participants receiving benefits	2021-10-01	6
Number of other retired or separated participants entitled to future benefits	2021-10-01	49
Total of all active and inactive participants	2021-10-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	131
Number of participants with account balances	2021-10-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	5
2020: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2020 401k membership
Total participants, beginning-of-year	2020-10-01	127
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	75
Number of retired or separated participants receiving benefits	2020-10-01	9
Number of other retired or separated participants entitled to future benefits	2020-10-01	49
Total of all active and inactive participants	2020-10-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	133
Number of participants with account balances	2020-10-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	7
2019: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2019 401k membership
Total participants, beginning-of-year	2019-10-01	127
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	69
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	48
Total of all active and inactive participants	2019-10-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	117
Number of participants with account balances	2019-10-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
2018: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2018 401k membership
Total participants, beginning-of-year	2018-10-01	122
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	59
Number of other retired or separated participants entitled to future benefits	2018-10-01	60
Total of all active and inactive participants	2018-10-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	119
Number of participants with account balances	2018-10-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	5
2017: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2017 401k membership
Total participants, beginning-of-year	2017-10-01	132
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	74
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	52
Total of all active and inactive participants	2017-10-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	126
Number of participants with account balances	2017-10-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2016 401k membership
Total participants, beginning-of-year	2016-10-01	140
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	86
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	46
Total of all active and inactive participants	2016-10-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	132
Number of participants with account balances	2016-10-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2015 401k membership
Total participants, beginning-of-year	2015-10-01	129
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	90
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	50
Total of all active and inactive participants	2015-10-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	140
Number of participants with account balances	2015-10-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0

Financial Data on RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE

Measure	Date	Value
2022 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Total income from all sources (including contributions)	2022-09-30	$-99,558
Total loss/gain on sale of assets	2022-09-30	$0
Total of all expenses incurred	2022-09-30	$420,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-09-30	$409,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-09-30	$142,441
Value of total assets at end of year	2022-09-30	$2,029,783
Value of total assets at beginning of year	2022-09-30	$2,550,214
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-09-30	$11,389
Total interest from all sources	2022-09-30	$715
Total dividends received (eg from common stock, registered investment company shares)	2022-09-30	$104,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-09-30	$104,103
Was this plan covered by a fidelity bond	2022-09-30	Yes
Value of fidelity bond cover	2022-09-30	$300,000
If this is an individual account plan, was there a blackout period	2022-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-09-30	No
Contributions received from participants	2022-09-30	$55,135
Participant contributions at end of year	2022-09-30	$20,172
Participant contributions at beginning of year	2022-09-30	$20,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Value of net income/loss	2022-09-30	$-520,431
Value of net assets at end of year (total assets less liabilities)	2022-09-30	$2,029,783
Value of net assets at beginning of year (total assets less liabilities)	2022-09-30	$2,550,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-09-30	No
Were any leases to which the plan was party in default or uncollectible	2022-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-09-30	$1,190,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-09-30	$1,712,422
Interest on participant loans	2022-09-30	$715
Income. Interest from loans (other than to participants)	2022-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-09-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-09-30	$818,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-09-30	$816,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-09-30	$-346,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-09-30	No
Was there a failure to transmit to the plan any participant contributions	2022-09-30	No
Has the plan failed to provide any benefit when due under the plan	2022-09-30	No
Contributions received in cash from employer	2022-09-30	$87,306
Employer contributions (assets) at end of year	2022-09-30	$0
Employer contributions (assets) at beginning of year	2022-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-09-30	$409,484
Contract administrator fees	2022-09-30	$11,389
Did the plan have assets held for investment	2022-09-30	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	2022-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-09-30	No
Opinion of an independent qualified public accountant for this plan	2022-09-30	Unqualified
Accountancy firm name	2022-09-30	WALKER HEALTHCARE SERVICES GROUP
Accountancy firm EIN	2022-09-30	541643141
2021 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total income from all sources (including contributions)	2021-09-30	$475,779
Total loss/gain on sale of assets	2021-09-30	$0
Total of all expenses incurred	2021-09-30	$413,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-09-30	$413,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-09-30	$147,764
Value of total assets at end of year	2021-09-30	$2,550,214
Value of total assets at beginning of year	2021-09-30	$2,488,088
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-09-30	$0
Total interest from all sources	2021-09-30	$637
Total dividends received (eg from common stock, registered investment company shares)	2021-09-30	$28,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-09-30	$28,144
Was this plan covered by a fidelity bond	2021-09-30	Yes
Value of fidelity bond cover	2021-09-30	$300,000
If this is an individual account plan, was there a blackout period	2021-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-09-30	No
Contributions received from participants	2021-09-30	$53,983
Participant contributions at end of year	2021-09-30	$20,873
Participant contributions at beginning of year	2021-09-30	$23,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Value of net income/loss	2021-09-30	$62,126
Value of net assets at end of year (total assets less liabilities)	2021-09-30	$2,550,214
Value of net assets at beginning of year (total assets less liabilities)	2021-09-30	$2,488,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-09-30	No
Were any leases to which the plan was party in default or uncollectible	2021-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-09-30	$1,712,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-09-30	$1,599,205
Interest on participant loans	2021-09-30	$637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-09-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-09-30	$816,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-09-30	$865,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-09-30	$299,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-09-30	No
Was there a failure to transmit to the plan any participant contributions	2021-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-09-30	No
Contributions received in cash from employer	2021-09-30	$93,781
Employer contributions (assets) at end of year	2021-09-30	$0
Employer contributions (assets) at beginning of year	2021-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-09-30	$413,653
Did the plan have assets held for investment	2021-09-30	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	2021-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-09-30	No
Opinion of an independent qualified public accountant for this plan	2021-09-30	Disclaimer
Accountancy firm name	2021-09-30	BROWN EDWARDS & COMPANY L.L.P.
Accountancy firm EIN	2021-09-30	540504608
2020 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total income from all sources (including contributions)	2020-09-30	$614,944
Total loss/gain on sale of assets	2020-09-30	$0
Total of all expenses incurred	2020-09-30	$444,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-09-30	$444,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-09-30	$444,598
Value of total assets at end of year	2020-09-30	$2,488,088
Value of total assets at beginning of year	2020-09-30	$2,317,773
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-09-30	$247
Total interest from all sources	2020-09-30	$682
Total dividends received (eg from common stock, registered investment company shares)	2020-09-30	$30,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-09-30	$30,926
Was this plan covered by a fidelity bond	2020-09-30	Yes
Value of fidelity bond cover	2020-09-30	$300,000
If this is an individual account plan, was there a blackout period	2020-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-09-30	No
Contributions received from participants	2020-09-30	$85,579
Participant contributions at end of year	2020-09-30	$23,323
Participant contributions at beginning of year	2020-09-30	$26,917
Income. Received or receivable in cash from other sources (including rollovers)	2020-09-30	$73,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Value of net income/loss	2020-09-30	$170,315
Value of net assets at end of year (total assets less liabilities)	2020-09-30	$2,488,088
Value of net assets at beginning of year (total assets less liabilities)	2020-09-30	$2,317,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-09-30	No
Were any leases to which the plan was party in default or uncollectible	2020-09-30	No
Investment advisory and management fees	2020-09-30	$247
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-09-30	$1,599,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-09-30	$1,033,621
Interest on participant loans	2020-09-30	$682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-09-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-09-30	$31,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-09-30	$31,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-09-30	$865,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-09-30	$1,226,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-09-30	$138,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-09-30	No
Was there a failure to transmit to the plan any participant contributions	2020-09-30	No
Has the plan failed to provide any benefit when due under the plan	2020-09-30	No
Contributions received in cash from employer	2020-09-30	$285,350
Employer contributions (assets) at end of year	2020-09-30	$0
Employer contributions (assets) at beginning of year	2020-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-09-30	$444,382
Did the plan have assets held for investment	2020-09-30	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	2020-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-09-30	Disclaimer
Accountancy firm name	2020-09-30	MITCHELL WIGGINS & CO
Accountancy firm EIN	2020-09-30	540565834
2019 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$0
Total income from all sources (including contributions)	2019-09-30	$259,324
Total loss/gain on sale of assets	2019-09-30	$0
Total of all expenses incurred	2019-09-30	$314,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-09-30	$306,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-09-30	$186,893
Value of total assets at end of year	2019-09-30	$2,317,773
Value of total assets at beginning of year	2019-09-30	$2,373,382
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-09-30	$8,490
Total interest from all sources	2019-09-30	$937
Total dividends received (eg from common stock, registered investment company shares)	2019-09-30	$2,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-09-30	$2,551
Was this plan covered by a fidelity bond	2019-09-30	Yes
Value of fidelity bond cover	2019-09-30	$300,000
If this is an individual account plan, was there a blackout period	2019-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-09-30	No
Contributions received from participants	2019-09-30	$51,461
Participant contributions at end of year	2019-09-30	$26,917
Participant contributions at beginning of year	2019-09-30	$33,924
Income. Received or receivable in cash from other sources (including rollovers)	2019-09-30	$31,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Value of net income/loss	2019-09-30	$-55,609
Value of net assets at end of year (total assets less liabilities)	2019-09-30	$2,317,773
Value of net assets at beginning of year (total assets less liabilities)	2019-09-30	$2,373,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-09-30	No
Were any leases to which the plan was party in default or uncollectible	2019-09-30	No
Investment advisory and management fees	2019-09-30	$8,490
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-09-30	$1,033,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-09-30	$1,084,108
Interest on participant loans	2019-09-30	$701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-09-30	$31,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-09-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-09-30	$236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-09-30	$1,226,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-09-30	$1,255,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-09-30	$68,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-09-30	No
Was there a failure to transmit to the plan any participant contributions	2019-09-30	No
Has the plan failed to provide any benefit when due under the plan	2019-09-30	No
Contributions received in cash from employer	2019-09-30	$104,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-09-30	$306,443
Did the plan have assets held for investment	2019-09-30	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	2019-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-09-30	Disclaimer
Accountancy firm name	2019-09-30	MITCHELL WIGGINS & CO
Accountancy firm EIN	2019-09-30	540565834
2018 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total income from all sources (including contributions)	2018-09-30	$299,719
Total loss/gain on sale of assets	2018-09-30	$0
Total of all expenses incurred	2018-09-30	$188,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-09-30	$188,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-09-30	$182,406
Value of total assets at end of year	2018-09-30	$2,373,382
Value of total assets at beginning of year	2018-09-30	$2,262,293
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-09-30	$364
Total interest from all sources	2018-09-30	$41,208
Total dividends received (eg from common stock, registered investment company shares)	2018-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-09-30	No
Was this plan covered by a fidelity bond	2018-09-30	Yes
Value of fidelity bond cover	2018-09-30	$300,000
If this is an individual account plan, was there a blackout period	2018-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-09-30	No
Contributions received from participants	2018-09-30	$64,910
Participant contributions at end of year	2018-09-30	$33,924
Participant contributions at beginning of year	2018-09-30	$65,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Value of net income/loss	2018-09-30	$111,089
Value of net assets at end of year (total assets less liabilities)	2018-09-30	$2,373,382
Value of net assets at beginning of year (total assets less liabilities)	2018-09-30	$2,262,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-09-30	No
Were any leases to which the plan was party in default or uncollectible	2018-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-09-30	$1,084,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-09-30	$965,090
Interest earned on other investments	2018-09-30	$41,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-09-30	$1,255,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-09-30	$1,231,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-09-30	$76,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-09-30	No
Was there a failure to transmit to the plan any participant contributions	2018-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-09-30	No
Contributions received in cash from employer	2018-09-30	$117,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-09-30	$188,266
Contract administrator fees	2018-09-30	$364
Did the plan have assets held for investment	2018-09-30	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	2018-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-09-30	Disclaimer
Accountancy firm name	2018-09-30	MITCHELL WIGGINS & CO
Accountancy firm EIN	2018-09-30	540565834
2017 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total income from all sources (including contributions)	2017-09-30	$308,702
Total loss/gain on sale of assets	2017-09-30	$0
Total of all expenses incurred	2017-09-30	$519,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-09-30	$519,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-09-30	$171,111
Value of total assets at end of year	2017-09-30	$2,262,293
Value of total assets at beginning of year	2017-09-30	$2,473,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-09-30	$248
Total interest from all sources	2017-09-30	$43,480
Total dividends received (eg from common stock, registered investment company shares)	2017-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-09-30	No
Was this plan covered by a fidelity bond	2017-09-30	Yes
Value of fidelity bond cover	2017-09-30	$300,000
If this is an individual account plan, was there a blackout period	2017-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-09-30	No
Contributions received from participants	2017-09-30	$61,133
Participant contributions at end of year	2017-09-30	$65,627
Participant contributions at beginning of year	2017-09-30	$121,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Value of net income/loss	2017-09-30	$-211,283
Value of net assets at end of year (total assets less liabilities)	2017-09-30	$2,262,293
Value of net assets at beginning of year (total assets less liabilities)	2017-09-30	$2,473,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-09-30	No
Were any leases to which the plan was party in default or uncollectible	2017-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-09-30	$965,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-09-30	$991,825
Interest earned on other investments	2017-09-30	$43,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-09-30	$1,231,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-09-30	$1,360,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-09-30	$94,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-09-30	No
Was there a failure to transmit to the plan any participant contributions	2017-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-09-30	No
Contributions received in cash from employer	2017-09-30	$109,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-09-30	$519,737
Contract administrator fees	2017-09-30	$248
Did the plan have assets held for investment	2017-09-30	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	2017-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-09-30	Disclaimer
Accountancy firm name	2017-09-30	MITCHELL WIGGINS & CO
Accountancy firm EIN	2017-09-30	540565834
2016 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-30	$0
Total income from all sources (including contributions)	2016-09-30	$316,845
Total loss/gain on sale of assets	2016-09-30	$0
Total of all expenses incurred	2016-09-30	$487,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-09-30	$486,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-09-30	$171,401
Value of total assets at end of year	2016-09-30	$2,473,576
Value of total assets at beginning of year	2016-09-30	$2,643,772
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-09-30	$509
Total interest from all sources	2016-09-30	$47,615
Total dividends received (eg from common stock, registered investment company shares)	2016-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-09-30	No
Was this plan covered by a fidelity bond	2016-09-30	Yes
Value of fidelity bond cover	2016-09-30	$250,000
If this is an individual account plan, was there a blackout period	2016-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-09-30	No
Contributions received from participants	2016-09-30	$54,457
Participant contributions at end of year	2016-09-30	$121,193
Participant contributions at beginning of year	2016-09-30	$76,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-30	No
Value of net income/loss	2016-09-30	$-170,196
Value of net assets at end of year (total assets less liabilities)	2016-09-30	$2,473,576
Value of net assets at beginning of year (total assets less liabilities)	2016-09-30	$2,643,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-09-30	No
Were any leases to which the plan was party in default or uncollectible	2016-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-09-30	$991,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-09-30	$1,171,788
Interest earned on other investments	2016-09-30	$47,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-09-30	$1,360,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-09-30	$1,395,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-09-30	$97,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-09-30	No
Was there a failure to transmit to the plan any participant contributions	2016-09-30	No
Has the plan failed to provide any benefit when due under the plan	2016-09-30	No
Contributions received in cash from employer	2016-09-30	$116,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-09-30	$486,532
Contract administrator fees	2016-09-30	$509
Did the plan have assets held for investment	2016-09-30	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	2016-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-09-30	Disclaimer
Accountancy firm name	2016-09-30	MITCHELL WIGGINS & CO
Accountancy firm EIN	2016-09-30	540565834

Form 5500 Responses for RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE

2021: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Insurance	Yes
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement – Insurance	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Insurance	Yes
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement – Insurance	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Insurance	Yes
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement – Insurance	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Insurance	Yes
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement – Insurance	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Insurance	Yes
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement – Insurance	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Insurance	Yes
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement – Insurance	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: RETIREMENT INCOME PLAN FOR EMPLOYEES OF MARTHA JEFFERSON HOUSE 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Insurance	Yes
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement – Insurance	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR30526

Policy instance

Insurance contract or identification number	CR30526
Number of Individuals Covered	46
Insurance policy start date	2021-10-01
Insurance policy end date	2022-09-30
Total amount of commissions paid to insurance broker	USD $2,394
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,272
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS
Insurance broker organization code?	4

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

261-80115

Policy instance

Insurance contract or identification number	261-80115
Number of Individuals Covered	4
Insurance policy start date	2021-10-01
Insurance policy end date	2022-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSION
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR30526

Policy instance

Insurance contract or identification number	CR30526
Number of Individuals Covered	48
Insurance policy start date	2020-10-01
Insurance policy end date	2021-09-30
Total amount of commissions paid to insurance broker	USD $2,529
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,529
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS
Insurance broker organization code?	4

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

261-80115

Policy instance

Insurance contract or identification number	261-80115
Number of Individuals Covered	4
Insurance policy start date	2020-10-01
Insurance policy end date	2021-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSION
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR30526

Policy instance

Insurance contract or identification number	CR30526
Number of Individuals Covered	54
Insurance policy start date	2019-10-01
Insurance policy end date	2020-09-30
Total amount of commissions paid to insurance broker	USD $2,862
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,862
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS
Insurance broker organization code?	4

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

261-80115

Policy instance

Insurance contract or identification number	261-80115
Number of Individuals Covered	4
Insurance policy start date	2019-10-01
Insurance policy end date	2020-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSION
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR30526

Policy instance

Insurance contract or identification number	CR30526
Number of Individuals Covered	58
Insurance policy start date	2018-10-01
Insurance policy end date	2019-09-30
Total amount of commissions paid to insurance broker	USD $6,618
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,618
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS
Insurance broker organization code?	4

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

261-80115

Policy instance

Insurance contract or identification number	261-80115
Number of Individuals Covered	3
Insurance policy start date	2018-10-01
Insurance policy end date	2019-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSION
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR30526

Policy instance

Insurance contract or identification number	CR30526
Number of Individuals Covered	91
Insurance policy start date	2017-10-01
Insurance policy end date	2018-09-30
Total amount of commissions paid to insurance broker	USD $10,049
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MARTHA JEFFERSON HOUSE
Employer identification number (EIN):	541401371
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1986-09-26
Company Identification Number:	0293084
Legal Registered Office Address:	1600 GORDON AVENUE 415 4TH STREET N.E. CHARLOTTESVILLE United States of America (USA) 22903