401k Plan data: A. G. RHODES HOME, INC. RETIREMENT PLAN plan

A. G. RHODES HOME, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	A. G. RHODES HOME, INC. RETIREMENT PLAN
Plan identification number	001

A. G. RHODES HOME, INC. RETIREMENT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

A. G. RHODES HEALTH AND REHAB MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: A. G. RHODES HEALTH AND REHAB MANAGEMENT, INC.

Employer identification number (EIN): 580586001

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A. G. RHODES HOME, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 ALBERT K. BLACKWELDER
001 2010-01-01 HARVE R. BAUGUESS
001 2009-01-01 HARVE R. BAUGUESS HARVE R. BAUGUESS 2010-07-29

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	ALBERT K. BLACKWELDER
001	2010-01-01	HARVE R. BAUGUESS
001	2009-01-01	HARVE R. BAUGUESS	HARVE R. BAUGUESS	2010-07-29

Plan Statistics for A. G. RHODES HOME, INC. RETIREMENT PLAN

401k plan membership statisitcs for A. G. RHODES HOME, INC. RETIREMENT PLAN

Measure Date Value
2011: A. G. RHODES HOME, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 535
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 378
Number of retired or separated participants receiving benefits 2011-01-01 21
Number of other retired or separated participants entitled to future benefits 2011-01-01 53
Total of all active and inactive participants 2011-01-01 452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 452
Number of participants with account balances 2011-01-01 440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 37
2010: A. G. RHODES HOME, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 521
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 426
Number of retired or separated participants receiving benefits 2010-01-01 7
Number of other retired or separated participants entitled to future benefits 2010-01-01 59
Total of all active and inactive participants 2010-01-01 492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 494
Number of participants with account balances 2010-01-01 485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 32
2009: A. G. RHODES HOME, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 534
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 417
Number of retired or separated participants receiving benefits 2009-01-01 12
Number of other retired or separated participants entitled to future benefits 2009-01-01 62
Total of all active and inactive participants 2009-01-01 491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 492
Number of participants with account balances 2009-01-01 485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 26

Measure	Date	Value
2011: A. G. RHODES HOME, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	535
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	378
Number of retired or separated participants receiving benefits	2011-01-01	21
Number of other retired or separated participants entitled to future benefits	2011-01-01	53
Total of all active and inactive participants	2011-01-01	452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	452
Number of participants with account balances	2011-01-01	440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	37
2010: A. G. RHODES HOME, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	521
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	426
Number of retired or separated participants receiving benefits	2010-01-01	7
Number of other retired or separated participants entitled to future benefits	2010-01-01	59
Total of all active and inactive participants	2010-01-01	492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	494
Number of participants with account balances	2010-01-01	485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	32
2009: A. G. RHODES HOME, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	534
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	417
Number of retired or separated participants receiving benefits	2009-01-01	12
Number of other retired or separated participants entitled to future benefits	2009-01-01	62
Total of all active and inactive participants	2009-01-01	491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	492
Number of participants with account balances	2009-01-01	485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	26

Financial Data on A. G. RHODES HOME, INC. RETIREMENT PLAN

Measure	Date	Value
2011 : A. G. RHODES HOME, INC. RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-44,344
Total unrealized appreciation/depreciation of assets	2011-12-31	$-44,344
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	$177,922
Total loss/gain on sale of assets	2011-12-31	$-79,105
Total of all expenses incurred	2011-12-31	$726,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$660,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$304,800
Value of total assets at end of year	2011-12-31	$3,414,783
Value of total assets at beginning of year	2011-12-31	$3,963,611
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$66,213
Total interest from all sources	2011-12-31	$35,396
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$71,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$46,937
Administrative expenses professional fees incurred	2011-12-31	$43,762
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$7,610
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$10,935
Liabilities. Value of operating payables at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-548,828
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,414,783
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,963,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$22,451
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,626,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,062,318
Income. Interest from US Government securities	2011-12-31	$35,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$46,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$356,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$356,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$19
Asset value of US Government securities at end of year	2011-12-31	$618,635
Asset value of US Government securities at beginning of year	2011-12-31	$772,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-110,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$304,800
Income. Dividends from common stock	2011-12-31	$24,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$660,537
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$1,115,492
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$1,760,662
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$2,108,817
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$2,187,922
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	PETERSON, COLEMAN & MARETT, LLC
Accountancy firm EIN	2011-12-31	311835355
2010 : A. G. RHODES HOME, INC. RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$241,035
Total unrealized appreciation/depreciation of assets	2010-12-31	$241,035
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	$10,000
Total income from all sources (including contributions)	2010-12-31	$687,977
Total loss/gain on sale of assets	2010-12-31	$-41,352
Total of all expenses incurred	2010-12-31	$290,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$226,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$293,400
Value of total assets at end of year	2010-12-31	$3,963,611
Value of total assets at beginning of year	2010-12-31	$3,576,010
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$63,755
Total interest from all sources	2010-12-31	$32,762
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$22,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$40,610
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$10,935
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$11,884
Liabilities. Value of operating payables at end of year	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$397,601
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,963,611
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,566,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$23,145
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,062,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$818,399
Income. Interest from US Government securities	2010-12-31	$29,334
Income. Interest from corporate debt instruments	2010-12-31	$2,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$356,947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$535,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$535,145
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$671
Asset value of US Government securities at end of year	2010-12-31	$772,749
Asset value of US Government securities at beginning of year	2010-12-31	$611,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$139,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$293,400
Income. Dividends from common stock	2010-12-31	$22,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$226,621
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$76,966
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$1,760,662
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$1,522,498
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$2,008,612
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$2,049,964
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	PETERSON, COLEMAN & MARETT, LLC
Accountancy firm EIN	2010-12-31	311835355
2009 : A. G. RHODES HOME, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for A. G. RHODES HOME, INC. RETIREMENT PLAN

2011: A. G. RHODES HOME, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: A. G. RHODES HOME, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: A. G. RHODES HOME, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	A. G. RHODES HEALTH AND REHAB MANAGEMENT, INC.
Employer identification number (EIN):	580586001
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities