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THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 401k Plan overview

Plan NameTHE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN
Plan identification number 001

THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE PRESBYTERIAN HOME AT CHARLOTTE, INC has sponsored the creation of one or more 401k plans.

Company Name:THE PRESBYTERIAN HOME AT CHARLOTTE, INC
Employer identification number (EIN):566064186
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHARLES R. GASKINS, CFO2023-07-30 CHARLES R. GASKINS, CFO2023-07-30
0012021-01-01CHARLES R. GASKINS, CFO2022-08-10 CHARLES R. GASKINS, CFO2022-08-10
0012020-01-01CHARLES R. GASKINS, CFO2021-07-27 CHARLES R. GASKINS, CFO2021-07-27
0012019-01-01CHARLES R. GASKINS, CFO2020-10-11 CHARLES R. GASKINS, CFO2020-10-11
0012018-01-01
0012017-01-01CHARLES GASKINS CHARLES GASKINS2018-07-30
0012016-01-01JIM WREN
0012015-01-01JIM WREN JIM WREN2016-10-17
0012014-01-01JIM WREN JIM WREN2015-10-14
0012013-01-01
0012012-01-01JIM WREN JIM WREN2013-07-24
0012011-01-01JIM WREN JIM WREN2012-07-17
0012010-01-01JIM WREN JIM WREN2011-07-28
0012009-01-01JIM WREN JIM WREN2010-07-14
0012009-01-01JIM WREN JIM WREN2010-07-14
0012009-01-01JIM WREN JIM WREN2010-07-14

Plan Statistics for THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN

401k plan membership statisitcs for THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN

Measure Date Value
2022: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01237
Total number of active participants reported on line 7a of the Form 55002022-01-01137
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01186
Number of participants with account balances2022-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01247
Total number of active participants reported on line 7a of the Form 55002021-01-01146
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0154
Total of all active and inactive participants2021-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01207
Number of participants with account balances2021-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0124
2020: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01231
Total number of active participants reported on line 7a of the Form 55002020-01-01156
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0160
Total of all active and inactive participants2020-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01224
Number of participants with account balances2020-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01225
Total number of active participants reported on line 7a of the Form 55002019-01-01158
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01208
Number of participants with account balances2019-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0123
2018: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01160
Total number of active participants reported on line 7a of the Form 55002018-01-01167
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01214
Number of participants with account balances2018-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01234
Total number of active participants reported on line 7a of the Form 55002017-01-01166
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01199
Number of participants with account balances2017-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01220
Total number of active participants reported on line 7a of the Form 55002016-01-01152
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01209
Number of participants with account balances2016-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01215
Total number of active participants reported on line 7a of the Form 55002015-01-01158
Number of retired or separated participants receiving benefits2015-01-0153
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01211
Number of participants with account balances2015-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01193
Total number of active participants reported on line 7a of the Form 55002014-01-01155
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01199
Number of participants with account balances2014-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01191
Total number of active participants reported on line 7a of the Form 55002013-01-01150
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01179
Number of participants with account balances2013-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01200
Total number of active participants reported on line 7a of the Form 55002012-01-01144
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01181
Number of participants with account balances2012-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01204
Total number of active participants reported on line 7a of the Form 55002011-01-01158
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01193
Number of participants with account balances2011-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01199
Total number of active participants reported on line 7a of the Form 55002010-01-01153
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0132
Total of all active and inactive participants2010-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01186
Number of participants with account balances2010-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01197
Total number of active participants reported on line 7a of the Form 55002009-01-01148
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0138
Total of all active and inactive participants2009-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01187
Number of participants with account balances2009-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN

Measure Date Value
2022 : THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) 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$3,109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,138
Total income from all sources (including contributions)2022-12-31$-502,974
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,224,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,161,169
Expenses. Certain deemed distributions of participant loans2022-12-31$21,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$490,966
Value of total assets at end of year2022-12-31$5,049,851
Value of total assets at beginning of year2022-12-31$6,776,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,690
Total interest from all sources2022-12-31$3,363
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$-997,303
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$-997,303
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$329,263
Participant contributions at end of year2022-12-31$82,390
Participant contributions at beginning of year2022-12-31$107,311
Participant contributions at beginning of year2022-12-31$1,125
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,727,973
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,046,742
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,774,715
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
Investment advisory and management fees2022-12-31$19,660
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,941,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,618,902
Interest on participant loans2022-12-31$3,363
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$156,075
Employer contributions (assets) at end of year2022-12-31$25,767
Employer contributions (assets) at beginning of year2022-12-31$49,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,161,169
Contract administrator fees2022-12-31$23,030
Liabilities. Value of benefit claims payable at end of year2022-12-31$3,109
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,138
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) 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$2,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,325
Total income from all sources (including contributions)2021-12-31$1,262,770
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$659,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$610,065
Expenses. Certain deemed distributions of participant loans2021-12-31$549
Value of total corrective distributions2021-12-31$2,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$532,415
Value of total assets at end of year2021-12-31$6,776,853
Value of total assets at beginning of year2021-12-31$6,173,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$46,340
Total interest from all sources2021-12-31$3,998
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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 period2021-12-31No
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$344,415
Participant contributions at end of year2021-12-31$107,311
Participant contributions at beginning of year2021-12-31$124,749
Participant contributions at end of year2021-12-31$1,125
Participant contributions at beginning of year2021-12-31$1,060
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,658
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$14
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$603,678
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,774,715
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,171,037
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$21,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,618,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,939,196
Income. Interest from loans (other than to participants)2021-12-31$3,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$726,357
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$184,342
Employer contributions (assets) at end of year2021-12-31$49,515
Employer contributions (assets) at beginning of year2021-12-31$108,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$610,065
Contract administrator fees2021-12-31$24,790
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,138
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$2,325
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$657
Total income from all sources (including contributions)2020-12-31$1,343,960
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$762,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$714,998
Value of total corrective distributions2020-12-31$2,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$543,479
Value of total assets at end of year2020-12-31$6,173,362
Value of total assets at beginning of year2020-12-31$5,590,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,050
Total interest from all sources2020-12-31$2,525
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$337,662
Participant contributions at end of year2020-12-31$124,749
Participant contributions at end of year2020-12-31$1,060
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$29,671
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$14
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$581,587
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,171,037
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,589,450
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
Investment advisory and management fees2020-12-31$19,407
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,939,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,474,933
Interest on participant loans2020-12-31$2,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$797,956
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$176,146
Employer contributions (assets) at end of year2020-12-31$108,343
Employer contributions (assets) at beginning of year2020-12-31$115,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$714,998
Contract administrator fees2020-12-31$25,643
Liabilities. Value of benefit claims payable at end of year2020-12-31$2,325
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$657
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2020-12-31410746749
2019 : THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$657
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$1,482,004
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$998,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$956,380
Value of total corrective distributions2019-12-31$657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$500,514
Value of total assets at end of year2019-12-31$5,590,107
Value of total assets at beginning of year2019-12-31$5,105,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,051
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$319,100
Participant contributions at beginning of year2019-12-31$0
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$483,916
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,589,450
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,105,534
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$20,496
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,474,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,974,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$981,490
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$181,414
Employer contributions (assets) at end of year2019-12-31$115,174
Employer contributions (assets) at beginning of year2019-12-31$130,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$956,380
Contract administrator fees2019-12-31$20,555
Liabilities. Value of benefit claims payable at end of year2019-12-31$657
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) 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$194,015
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$345,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$310,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$487,344
Value of total assets at end of year2018-12-31$5,105,534
Value of total assets at beginning of year2018-12-31$5,256,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,590
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$34,590
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$312,793
Participant contributions at end of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-151,250
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,105,534
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,256,784
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$4,974,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,115,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-293,329
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$174,551
Employer contributions (assets) at end of year2018-12-31$130,612
Employer contributions (assets) at beginning of year2018-12-31$141,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$310,675
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,244,285
Total of all expenses incurred2017-12-31$843,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$809,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$499,866
Value of total assets at end of year2017-12-31$5,256,784
Value of total assets at beginning of year2017-12-31$4,856,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,351
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$97,759
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$97,759
Administrative expenses professional fees incurred2017-12-31$34,351
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$296,840
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$400,685
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,256,784
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,856,099
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$5,115,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,731,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$646,660
Net investment gain or loss from common/collective trusts2017-12-31$0
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$203,026
Employer contributions (assets) at end of year2017-12-31$141,243
Employer contributions (assets) at beginning of year2017-12-31$124,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$809,249
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 name2017-12-31C. DEWITT FOARD & COMPANY, PA
Accountancy firm EIN2017-12-31561688300
2016 : THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,617
Total income from all sources (including contributions)2016-12-31$809,849
Total of all expenses incurred2016-12-31$597,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$563,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$470,424
Value of total assets at end of year2016-12-31$4,856,099
Value of total assets at beginning of year2016-12-31$4,646,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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 period2016-12-31No
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$268,219
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,617
Other income not declared elsewhere2016-12-31$0
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$212,273
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,856,099
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,643,826
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$4,731,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,526,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$339,425
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$202,205
Employer contributions (assets) at end of year2016-12-31$124,468
Employer contributions (assets) at beginning of year2016-12-31$120,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$563,733
Contract administrator fees2016-12-31$33,843
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 name2016-12-31C. DEWITT FOARD & COMPANY, PA
Accountancy firm EIN2016-12-31561688300
2015 : THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,617
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,504
Total income from all sources (including contributions)2015-12-31$387,057
Total of all expenses incurred2015-12-31$669,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$633,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$426,077
Value of total assets at end of year2015-12-31$4,646,443
Value of total assets at beginning of year2015-12-31$4,929,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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 period2015-12-31No
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$259,703
Participant contributions at beginning of year2015-12-31$87
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,504
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-282,755
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,643,826
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,926,581
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$4,526,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,811,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-39,020
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$166,374
Employer contributions (assets) at end of year2015-12-31$120,001
Employer contributions (assets) at beginning of year2015-12-31$117,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$633,420
Contract administrator fees2015-12-31$36,392
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 name2015-12-31C. DEWITT FOARD & COMPANY, PA
Accountancy firm EIN2015-12-31561688300
2014 : THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,504
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,240
Total income from all sources (including contributions)2014-12-31$715,586
Total of all expenses incurred2014-12-31$310,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$275,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$433,875
Value of total assets at end of year2014-12-31$4,929,085
Value of total assets at beginning of year2014-12-31$4,527,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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$257,093
Participant contributions at end of year2014-12-31$87
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$27
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,240
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$404,809
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,926,581
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,521,772
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$4,811,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,421,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$281,711
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$176,782
Employer contributions (assets) at end of year2014-12-31$117,684
Employer contributions (assets) at beginning of year2014-12-31$105,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$275,327
Contract administrator fees2014-12-31$35,450
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 name2014-12-31C. DEWITT FOARD & COMPANY, PA
Accountancy firm EIN2014-12-31561688300
2013 : THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) 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$5,240
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,798
Total income from all sources (including contributions)2013-12-31$1,060,046
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$298,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$278,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$433,692
Value of total assets at end of year2013-12-31$4,527,012
Value of total assets at beginning of year2013-12-31$3,762,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,534
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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 period2013-12-31Yes
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$272,478
Participant contributions at beginning of year2013-12-31$8,669
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$27
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,798
Administrative expenses (other) incurred2013-12-31$19,534
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$761,918
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,521,772
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,759,854
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$4,421,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,645,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$626,354
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$161,214
Employer contributions (assets) at end of year2013-12-31$105,337
Employer contributions (assets) at beginning of year2013-12-31$108,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$278,594
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31C DEWITT FOARD & COMPANY PA
Accountancy firm EIN2013-12-31561688300
2012 : THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) 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$2,798
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,606
Total income from all sources (including contributions)2012-12-31$716,093
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$246,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$241,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$416,231
Value of total assets at end of year2012-12-31$3,762,652
Value of total assets at beginning of year2012-12-31$3,292,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,828
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$255,841
Participant contributions at end of year2012-12-31$8,669
Participant contributions at beginning of year2012-12-31$9,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,606
Administrative expenses (other) incurred2012-12-31$4,828
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$469,823
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,759,854
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,290,031
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$3,645,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,178,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$299,862
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$160,390
Employer contributions (assets) at end of year2012-12-31$108,663
Employer contributions (assets) at beginning of year2012-12-31$104,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$241,442
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31C DEWITT FOARD & COMPANY PA
Accountancy firm EIN2012-12-31561688300
2011 : THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) 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$2,606
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,159
Total income from all sources (including contributions)2011-12-31$379,710
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$243,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$241,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$429,028
Value of total assets at end of year2011-12-31$3,292,637
Value of total assets at beginning of year2011-12-31$3,163,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,563
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$263,613
Participant contributions at end of year2011-12-31$9,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$9,159
Administrative expenses (other) incurred2011-12-31$2,563
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$136,133
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,290,031
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,153,898
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$3,178,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,055,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-49,318
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$165,415
Employer contributions (assets) at end of year2011-12-31$104,925
Employer contributions (assets) at beginning of year2011-12-31$107,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$241,014
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 name2011-12-31C DEWITT FOARD & COMPANY PA
Accountancy firm EIN2011-12-31561688300
2010 : THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) 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$9,159
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,949
Total income from all sources (including contributions)2010-12-31$663,808
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$220,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$211,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$439,118
Value of total assets at end of year2010-12-31$3,163,057
Value of total assets at beginning of year2010-12-31$2,715,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,109
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$243,837
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$34,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$9,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,949
Administrative expenses (other) incurred2010-12-31$9,109
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$443,669
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,153,898
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,710,229
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$3,055,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,610,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$224,690
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$161,145
Employer contributions (assets) at end of year2010-12-31$107,325
Employer contributions (assets) at beginning of year2010-12-31$104,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$211,030
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 name2010-12-31C DEWITT FOARD & COMPANY PA
Accountancy firm EIN2010-12-31561688300
2009 : THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) 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 THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN

2022: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) 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: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) 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: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) 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: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) 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: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) 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: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) 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: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) 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: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) 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: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) 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: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) 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
2010: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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