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SENIOR LIVING COMMUNITIES 401K PLAN 401k Plan overview

Plan NameSENIOR LIVING COMMUNITIES 401K PLAN
Plan identification number 001

SENIOR LIVING COMMUNITIES 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MAXWELL GROUP INC has sponsored the creation of one or more 401k plans.

Company Name:MAXWELL GROUP INC
Employer identification number (EIN):561660190
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about MAXWELL GROUP INC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1994-03-17
Company Identification Number: P94000021448
Legal Registered Office Address: 1201 HAYS ST.

TALLAHASSEE

32301

More information about MAXWELL GROUP INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SENIOR LIVING COMMUNITIES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01REBECCA BEAM
0012016-01-01REBECCA BEAM
0012015-01-01REBECCA BEAM
0012014-01-01GARY VENTOLA
0012013-01-01GARY VENTOLA GARY VENTOLA2014-09-10
0012012-01-01WALLACE M SAUNDERS
0012011-01-01WALLACE M SAUNDERS
0012009-01-01WALLACE SAUNDERS

Plan Statistics for SENIOR LIVING COMMUNITIES 401K PLAN

401k plan membership statisitcs for SENIOR LIVING COMMUNITIES 401K PLAN

Measure Date Value
2022: SENIOR LIVING COMMUNITIES 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,531
Total number of active participants reported on line 7a of the Form 55002022-01-012,081
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01366
Total of all active and inactive participants2022-01-012,447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-012,456
Number of participants with account balances2022-01-012,107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01407
2021: SENIOR LIVING COMMUNITIES 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,908
Total number of active participants reported on line 7a of the Form 55002021-01-012,244
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01412
Total of all active and inactive participants2021-01-012,656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-012,666
Number of participants with account balances2021-01-012,136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01427
2020: SENIOR LIVING COMMUNITIES 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,896
Total number of active participants reported on line 7a of the Form 55002020-01-012,150
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01480
Total of all active and inactive participants2020-01-012,630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-012,640
Number of participants with account balances2020-01-012,299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0198
2019: SENIOR LIVING COMMUNITIES 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,492
Total number of active participants reported on line 7a of the Form 55002019-01-012,275
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01531
Total of all active and inactive participants2019-01-012,806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-012,810
Number of participants with account balances2019-01-012,422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01101
2018: SENIOR LIVING COMMUNITIES 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,158
Total number of active participants reported on line 7a of the Form 55002018-01-011,957
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01373
Total of all active and inactive participants2018-01-012,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-012,332
Number of participants with account balances2018-01-011,998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0176
2017: SENIOR LIVING COMMUNITIES 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,883
Total number of active participants reported on line 7a of the Form 55002017-01-011,740
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01341
Total of all active and inactive participants2017-01-012,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-012,082
Number of participants with account balances2017-01-011,820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0184
2016: SENIOR LIVING COMMUNITIES 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,564
Total number of active participants reported on line 7a of the Form 55002016-01-011,595
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01216
Total of all active and inactive participants2016-01-011,811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,812
Number of participants with account balances2016-01-011,383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0154
2015: SENIOR LIVING COMMUNITIES 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,376
Total number of active participants reported on line 7a of the Form 55002015-01-011,354
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01154
Total of all active and inactive participants2015-01-011,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,509
Number of participants with account balances2015-01-011,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0153
2014: SENIOR LIVING COMMUNITIES 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,437
Total number of active participants reported on line 7a of the Form 55002014-01-011,227
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01100
Total of all active and inactive participants2014-01-011,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,327
Number of participants with account balances2014-01-011,064
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0146
2013: SENIOR LIVING COMMUNITIES 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,712
Total number of active participants reported on line 7a of the Form 55002013-01-011,060
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01330
Total of all active and inactive participants2013-01-011,390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,390
Number of participants with account balances2013-01-011,198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01201
2012: SENIOR LIVING COMMUNITIES 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,793
Total number of active participants reported on line 7a of the Form 55002012-01-011,346
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01366
Total of all active and inactive participants2012-01-011,712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,712
Number of participants with account balances2012-01-011,442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01267
2011: SENIOR LIVING COMMUNITIES 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,351
Total number of active participants reported on line 7a of the Form 55002011-01-011,292
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01501
Total of all active and inactive participants2011-01-011,793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,793
Number of participants with account balances2011-01-011,503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01284
2009: SENIOR LIVING COMMUNITIES 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01566
Total number of active participants reported on line 7a of the Form 55002009-01-01941
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0185
Total of all active and inactive participants2009-01-011,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,026
Number of participants with account balances2009-01-01683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0115

Financial Data on SENIOR LIVING COMMUNITIES 401K PLAN

Measure Date Value
2022 : SENIOR LIVING COMMUNITIES 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$1,352,937
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,078,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,029,664
Expenses. Certain deemed distributions of participant loans2022-12-31$-2,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,259,489
Value of total assets at end of year2022-12-31$21,679,456
Value of total assets at beginning of year2022-12-31$24,405,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,747
Total interest from all sources2022-12-31$28,165
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$415,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$415,563
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,464,243
Participant contributions at end of year2022-12-31$518,407
Participant contributions at beginning of year2022-12-31$580,912
Participant contributions at end of year2022-12-31$519
Participant contributions at beginning of year2022-12-31$140,394
Assets. Other investments not covered elsewhere at end of year2022-12-31$775,612
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$70,928
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$214,142
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$258
Other income not declared elsewhere2022-12-31$12,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,725,783
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,679,456
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,405,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,881,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,245,764
Interest on participant loans2022-12-31$28,165
Value of interest in common/collective trusts at end of year2022-12-31$502,995
Value of interest in common/collective trusts at beginning of year2022-12-31$349,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,332,098
Net investment gain or loss from common/collective trusts2022-12-31$-30,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$581,104
Employer contributions (assets) at beginning of year2022-12-31$17,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,029,406
Contract administrator fees2022-12-31$51,747
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOYER, DEVOE & LOCCO, PLLC
Accountancy firm EIN2022-12-31873925494
2021 : SENIOR LIVING COMMUNITIES 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,619,189
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,249,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,143,977
Expenses. Certain deemed distributions of participant loans2021-12-31$21,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,733,501
Value of total assets at end of year2021-12-31$24,405,239
Value of total assets at beginning of year2021-12-31$21,036,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$84,136
Total interest from all sources2021-12-31$26,357
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$379,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$379,097
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,101,152
Participant contributions at end of year2021-12-31$580,912
Participant contributions at beginning of year2021-12-31$517,731
Participant contributions at end of year2021-12-31$140,394
Assets. Other investments not covered elsewhere at end of year2021-12-31$70,928
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$41,164
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$94,774
Other income not declared elsewhere2021-12-31$-1,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,369,194
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,405,239
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,036,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$54,877
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$23,245,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,879,550
Interest on participant loans2021-12-31$26,357
Value of interest in common/collective trusts at end of year2021-12-31$349,261
Value of interest in common/collective trusts at beginning of year2021-12-31$439,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,456,884
Net investment gain or loss from common/collective trusts2021-12-31$24,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$537,575
Employer contributions (assets) at end of year2021-12-31$17,980
Employer contributions (assets) at beginning of year2021-12-31$-7,431
Income. Dividends from common stock2021-12-31$86
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,143,977
Contract administrator fees2021-12-31$29,259
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$165,946
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOYER, DEVOE & IOCCO, PLLC
Accountancy firm EIN2021-12-31873925494
2020 : SENIOR LIVING COMMUNITIES 401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$22,318
Total unrealized appreciation/depreciation of assets2020-12-31$22,318
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,753,111
Total loss/gain on sale of assets2020-12-31$1,498
Total of all expenses incurred2020-12-31$3,145,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,040,325
Expenses. Certain deemed distributions of participant loans2020-12-31$9,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,071,947
Value of total assets at end of year2020-12-31$21,036,045
Value of total assets at beginning of year2020-12-31$16,428,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$95,539
Total interest from all sources2020-12-31$29,888
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$309,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$309,322
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,982,580
Participant contributions at end of year2020-12-31$517,731
Participant contributions at beginning of year2020-12-31$613,902
Assets. Other investments not covered elsewhere at end of year2020-12-31$41,164
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$978
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$524,402
Other income not declared elsewhere2020-12-31$17,971
Administrative expenses (other) incurred2020-12-31$95,539
Total non interest bearing cash at end of year2020-12-31$-7,431
Total non interest bearing cash at beginning of year2020-12-31$142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,607,630
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,036,045
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,428,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,879,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,367,948
Interest on participant loans2020-12-31$29,886
Value of interest in common/collective trusts at end of year2020-12-31$439,085
Value of interest in common/collective trusts at beginning of year2020-12-31$406,123
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,291,603
Net investment gain or loss from common/collective trusts2020-12-31$8,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$564,965
Income. Dividends from common stock2020-12-31$430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,040,325
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$165,946
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$39,322
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$659,364
Aggregate carrying amount (costs) on sale of assets2020-12-31$657,866
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MOYER, SMITH AND ROLLER PA
Accountancy firm EIN2020-12-31561679377
2019 : SENIOR LIVING COMMUNITIES 401K PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,326
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,326
Total unrealized appreciation/depreciation of assets2019-12-31$1,326
Total unrealized appreciation/depreciation of assets2019-12-31$1,326
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,939,632
Total income from all sources (including contributions)2019-12-31$6,939,632
Total loss/gain on sale of assets2019-12-31$-30
Total loss/gain on sale of assets2019-12-31$-30
Total of all expenses incurred2019-12-31$1,941,980
Total of all expenses incurred2019-12-31$1,941,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,905,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,905,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,253,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,253,463
Value of total assets at end of year2019-12-31$16,428,415
Value of total assets at end of year2019-12-31$16,428,415
Value of total assets at beginning of year2019-12-31$11,430,763
Value of total assets at beginning of year2019-12-31$11,430,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,129
Total interest from all sources2019-12-31$28,405
Total interest from all sources2019-12-31$28,405
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$335,533
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$335,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$335,533
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$335,533
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,410,862
Contributions received from participants2019-12-31$3,410,862
Participant contributions at end of year2019-12-31$613,902
Participant contributions at end of year2019-12-31$613,902
Participant contributions at beginning of year2019-12-31$421,891
Participant contributions at beginning of year2019-12-31$421,891
Assets. Other investments not covered elsewhere at end of year2019-12-31$978
Assets. Other investments not covered elsewhere at end of year2019-12-31$978
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$341,426
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$341,426
Other income not declared elsewhere2019-12-31$10,651
Other income not declared elsewhere2019-12-31$10,651
Administrative expenses (other) incurred2019-12-31$36,129
Administrative expenses (other) incurred2019-12-31$36,129
Total non interest bearing cash at end of year2019-12-31$142
Total non interest bearing cash at end of year2019-12-31$142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,997,652
Value of net income/loss2019-12-31$4,997,652
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,428,415
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,428,415
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,430,763
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,430,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,367,948
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,367,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,749,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,749,377
Interest on participant loans2019-12-31$28,404
Interest on participant loans2019-12-31$28,404
Value of interest in common/collective trusts at end of year2019-12-31$406,123
Value of interest in common/collective trusts at end of year2019-12-31$406,123
Value of interest in common/collective trusts at beginning of year2019-12-31$259,495
Value of interest in common/collective trusts at beginning of year2019-12-31$259,495
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,303,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,303,390
Net investment gain or loss from common/collective trusts2019-12-31$6,894
Net investment gain or loss from common/collective trusts2019-12-31$6,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$501,175
Contributions received in cash from employer2019-12-31$501,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,905,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,905,851
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$39,322
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$39,322
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$52,963
Aggregate proceeds on sale of assets2019-12-31$52,963
Aggregate carrying amount (costs) on sale of assets2019-12-31$52,993
Aggregate carrying amount (costs) on sale of assets2019-12-31$52,993
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOYER, SMITH AND ROLLER PA
Accountancy firm name2019-12-31MOYER, SMITH AND ROLLER PA
Accountancy firm EIN2019-12-31561679377
Accountancy firm EIN2019-12-31561679377
2018 : SENIOR LIVING COMMUNITIES 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,723,277
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,991,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,906,728
Expenses. Certain deemed distributions of participant loans2018-12-31$-5,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,426,858
Value of total assets at end of year2018-12-31$11,430,763
Value of total assets at beginning of year2018-12-31$10,699,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$90,632
Total interest from all sources2018-12-31$19,452
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$254,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$254,309
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,930,120
Participant contributions at end of year2018-12-31$421,891
Participant contributions at beginning of year2018-12-31$345,563
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$70,672
Other income not declared elsewhere2018-12-31$7,061
Administrative expenses (other) incurred2018-12-31$90,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$731,573
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,430,763
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,699,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,749,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,141,007
Interest on participant loans2018-12-31$19,452
Value of interest in common/collective trusts at end of year2018-12-31$259,495
Value of interest in common/collective trusts at beginning of year2018-12-31$212,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-989,295
Net investment gain or loss from common/collective trusts2018-12-31$4,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$426,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,906,728
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOYER, SMITH AND ROLLER PA
Accountancy firm EIN2018-12-31561679377
2017 : SENIOR LIVING COMMUNITIES 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,573,714
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,895,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,808,162
Expenses. Certain deemed distributions of participant loans2017-12-31$2,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,100,357
Value of total assets at end of year2017-12-31$10,699,190
Value of total assets at beginning of year2017-12-31$8,020,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$84,412
Total interest from all sources2017-12-31$15,217
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$190,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$190,356
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,502,053
Participant contributions at end of year2017-12-31$345,563
Participant contributions at beginning of year2017-12-31$315,384
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$230,245
Other income not declared elsewhere2017-12-31$-9,829
Administrative expenses (other) incurred2017-12-31$84,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,678,671
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,699,190
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,020,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,141,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,560,218
Interest on participant loans2017-12-31$15,217
Value of interest in common/collective trusts at end of year2017-12-31$212,620
Value of interest in common/collective trusts at beginning of year2017-12-31$144,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,273,606
Net investment gain or loss from common/collective trusts2017-12-31$4,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$368,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,808,162
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOYER, SMTIH AND ROLLER PA
Accountancy firm EIN2017-12-31561679377
2016 : SENIOR LIVING COMMUNITIES 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,037,537
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,553,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,515,273
Expenses. Certain deemed distributions of participant loans2016-12-31$-153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,422,415
Value of total assets at end of year2016-12-31$8,020,519
Value of total assets at beginning of year2016-12-31$6,536,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$38,388
Total interest from all sources2016-12-31$13,055
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$149,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$149,954
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,023,306
Participant contributions at end of year2016-12-31$315,384
Participant contributions at beginning of year2016-12-31$317,878
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$82,393
Other income not declared elsewhere2016-12-31$31,198
Administrative expenses (other) incurred2016-12-31$38,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,484,029
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,020,519
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,536,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,560,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,086,730
Interest earned on other investments2016-12-31$13,055
Value of interest in common/collective trusts at end of year2016-12-31$144,917
Value of interest in common/collective trusts at beginning of year2016-12-31$131,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$418,233
Net investment gain or loss from common/collective trusts2016-12-31$2,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$316,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,515,273
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOYER SMITH AND ROLLER PA
Accountancy firm EIN2016-12-31561679377
2015 : SENIOR LIVING COMMUNITIES 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$4,113
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,921,037
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,819,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,782,841
Expenses. Certain deemed distributions of participant loans2015-12-31$439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,967,476
Value of total assets at end of year2015-12-31$6,536,490
Value of total assets at beginning of year2015-12-31$6,430,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$35,767
Total interest from all sources2015-12-31$14,981
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$123,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$123,897
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,559,147
Participant contributions at end of year2015-12-31$317,878
Participant contributions at beginning of year2015-12-31$284,061
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$162,267
Other income not declared elsewhere2015-12-31$-32
Administrative expenses (other) incurred2015-12-31$35,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$101,990
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,536,490
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,430,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,086,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,124,581
Interest on participant loans2015-12-31$14,981
Value of interest in common/collective trusts at end of year2015-12-31$131,882
Value of interest in common/collective trusts at beginning of year2015-12-31$21,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-186,292
Net investment gain or loss from common/collective trusts2015-12-31$1,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$246,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,782,841
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOYER SMITH & ROLLER
Accountancy firm EIN2015-12-31561679377
2014 : SENIOR LIVING COMMUNITIES 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,982,077
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,652,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,616,812
Expenses. Certain deemed distributions of participant loans2014-12-31$-5,514
Value of total corrective distributions2014-12-31$741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,579,348
Value of total assets at end of year2014-12-31$6,430,387
Value of total assets at beginning of year2014-12-31$6,100,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,362
Total interest from all sources2014-12-31$13,570
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$136,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$136,435
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,353,749
Participant contributions at end of year2014-12-31$284,061
Participant contributions at beginning of year2014-12-31$299,971
Participant contributions at beginning of year2014-12-31$8
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$20,656
Other income not declared elsewhere2014-12-31$5,772
Administrative expenses (other) incurred2014-12-31$40,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$329,676
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,430,387
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,100,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,124,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,568,782
Interest on participant loans2014-12-31$13,570
Value of interest in common/collective trusts at end of year2014-12-31$21,745
Value of interest in common/collective trusts at beginning of year2014-12-31$94,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$137,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$137,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$244,927
Net investment gain or loss from common/collective trusts2014-12-31$2,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$204,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,616,812
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOYER SMITH & ROLLER, PA.
Accountancy firm EIN2014-12-31561679377
2013 : SENIOR LIVING COMMUNITIES 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,481,451
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,813,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,757,254
Expenses. Certain deemed distributions of participant loans2013-12-31$11,286
Value of total corrective distributions2013-12-31$1,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,531,905
Value of total assets at end of year2013-12-31$6,100,711
Value of total assets at beginning of year2013-12-31$5,432,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$44,050
Total interest from all sources2013-12-31$9,843
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$165,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$165,483
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,267,098
Participant contributions at end of year2013-12-31$299,971
Participant contributions at beginning of year2013-12-31$205,108
Participant contributions at end of year2013-12-31$8
Participant contributions at beginning of year2013-12-31$10,236
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$83,990
Other income not declared elsewhere2013-12-31$71
Administrative expenses (other) incurred2013-12-31$44,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$667,755
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,100,711
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,432,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,568,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,992,004
Interest on participant loans2013-12-31$9,843
Value of interest in common/collective trusts at end of year2013-12-31$94,508
Value of interest in common/collective trusts at beginning of year2013-12-31$49,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$137,442
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$173,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$173,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$754,805
Net investment gain or loss from common/collective trusts2013-12-31$19,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$180,817
Employer contributions (assets) at beginning of year2013-12-31$1,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,757,254
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOYER, SMITH & ROLLER, PA
Accountancy firm EIN2013-12-31561679377
2012 : SENIOR LIVING COMMUNITIES 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,365,786
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,134,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,098,122
Expenses. Certain deemed distributions of participant loans2012-12-31$2,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,750,920
Value of total assets at end of year2012-12-31$5,432,956
Value of total assets at beginning of year2012-12-31$4,201,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$33,562
Total interest from all sources2012-12-31$9,260
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$100,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$100,824
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$421,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,480,257
Participant contributions at end of year2012-12-31$205,108
Participant contributions at beginning of year2012-12-31$168,550
Participant contributions at end of year2012-12-31$10,236
Participant contributions at beginning of year2012-12-31$23,532
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$47,335
Other income not declared elsewhere2012-12-31$40
Administrative expenses (other) incurred2012-12-31$33,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,231,250
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,432,956
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,201,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,992,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,733,104
Interest on participant loans2012-12-31$9,260
Value of interest in common/collective trusts at end of year2012-12-31$49,808
Value of interest in common/collective trusts at beginning of year2012-12-31$32,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$173,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$240,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$240,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$499,295
Net investment gain or loss from common/collective trusts2012-12-31$5,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$223,328
Employer contributions (assets) at end of year2012-12-31$1,828
Employer contributions (assets) at beginning of year2012-12-31$4,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,098,122
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOYER, SMITH & ROLLER, PA
Accountancy firm EIN2012-12-31561679377
2011 : SENIOR LIVING COMMUNITIES 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,563,678
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$670,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$620,939
Expenses. Certain deemed distributions of participant loans2011-12-31$2,060
Value of total corrective distributions2011-12-31$26,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,645,497
Value of total assets at end of year2011-12-31$4,201,706
Value of total assets at beginning of year2011-12-31$3,308,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,292
Total interest from all sources2011-12-31$3,920
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$63,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$63,431
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$331,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,332,007
Participant contributions at end of year2011-12-31$168,550
Participant contributions at beginning of year2011-12-31$87,156
Participant contributions at end of year2011-12-31$23,532
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$127,228
Administrative expenses (other) incurred2011-12-31$21,292
Total non interest bearing cash at beginning of year2011-12-31$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$893,246
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,201,706
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,308,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,733,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,851,103
Interest on participant loans2011-12-31$3,920
Value of interest in common/collective trusts at end of year2011-12-31$32,263
Value of interest in common/collective trusts at beginning of year2011-12-31$14,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$240,208
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$355,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$355,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-148,595
Net investment gain or loss from common/collective trusts2011-12-31$-575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$186,262
Employer contributions (assets) at end of year2011-12-31$4,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$620,939
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOYER, SMITH & ROLLER, PA
Accountancy firm EIN2011-12-31561679377
2010 : SENIOR LIVING COMMUNITIES 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,527,075
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$412,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$398,373
Value of total corrective distributions2010-12-31$12,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,233,901
Value of total assets at end of year2010-12-31$3,308,460
Value of total assets at beginning of year2010-12-31$2,194,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,812
Total interest from all sources2010-12-31$2,252
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$31,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$31,666
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$220,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$873,977
Participant contributions at end of year2010-12-31$87,156
Participant contributions at beginning of year2010-12-31$49,615
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$167,014
Administrative expenses (other) incurred2010-12-31$1,812
Total non interest bearing cash at end of year2010-12-31$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,114,160
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,308,460
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,194,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,851,103
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,991,287
Interest on participant loans2010-12-31$2,175
Value of interest in common/collective trusts at end of year2010-12-31$14,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$355,903
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$77
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$149,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$257,145
Net investment gain or loss from common/collective trusts2010-12-31$2,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$192,910
Employer contributions (assets) at beginning of year2010-12-31$4,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$398,373
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOYER, SMITH & ROLLER, PA
Accountancy firm EIN2010-12-31561679377
2009 : SENIOR LIVING COMMUNITIES 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SENIOR LIVING COMMUNITIES 401K PLAN

2022: SENIOR LIVING COMMUNITIES 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SENIOR LIVING COMMUNITIES 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SENIOR LIVING COMMUNITIES 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SENIOR LIVING COMMUNITIES 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SENIOR LIVING COMMUNITIES 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SENIOR LIVING COMMUNITIES 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SENIOR LIVING COMMUNITIES 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SENIOR LIVING COMMUNITIES 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SENIOR LIVING COMMUNITIES 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SENIOR LIVING COMMUNITIES 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SENIOR LIVING COMMUNITIES 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SENIOR LIVING COMMUNITIES 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SENIOR LIVING COMMUNITIES 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941422
Policy instance 1
Insurance contract or identification number941422
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-10-18
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,809
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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