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KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 401(K) PLAN 401k Plan overview

Plan NameKENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 401(K) PLAN
Plan identification number 001

KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES has sponsored the creation of one or more 401k plans.

Company Name:KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES
Employer identification number (EIN):610728963
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KAREN BASS2023-06-06
0012021-01-01
0012020-01-01
0012019-01-01KAREN BASS2020-09-21
0012018-01-01KAREN BASS2019-09-27
0012017-01-01KAREN BASS
0012016-01-01KAREN BASS
0012015-01-01KAREN BASS
0012014-01-01KAREN BASS
0012013-01-01KAREN BASS
0012012-01-01KAREN BASS KAREN BASS2013-09-20
0012011-01-01RUBY JO CUMMINS LUBARSKY2012-07-19
0012010-01-01RUBY JO CUMMINS LUBARSKY2011-05-20

Plan Statistics for KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 401(K) PLAN

401k plan membership statisitcs for KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 401(K) PLAN

Measure Date Value
2017: KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0111
Number of participants with account balances2017-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0110
Number of participants with account balances2016-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0111
Number of participants with account balances2015-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110
Number of participants with account balances2014-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110
Number of participants with account balances2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 401(K) PLAN

Measure Date Value
2017 : KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$368,012
Expenses. Total of all expenses incurred2017-12-31$541
Benefits paid (including direct rollovers)2017-12-31$541
Total plan assets at end of year2017-12-31$2,173,334
Total plan assets at beginning of year2017-12-31$1,805,863
Value of fidelity bond covering the plan2017-12-31$3,000,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$87,362
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$247,605
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$367,471
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,173,334
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,805,863
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$33,045
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$254,563
Expenses. Total of all expenses incurred2016-12-31$144
Benefits paid (including direct rollovers)2016-12-31$144
Total plan assets at end of year2016-12-31$1,805,863
Total plan assets at beginning of year2016-12-31$1,551,444
Value of fidelity bond covering the plan2016-12-31$3,000,000
Total contributions received or receivable from participants2016-12-31$95,589
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$128,886
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$254,419
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,805,863
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,551,444
Total contributions received or receivable from employer(s)2016-12-31$30,088
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$123,338
Expenses. Total of all expenses incurred2015-12-31$109,906
Benefits paid (including direct rollovers)2015-12-31$108,388
Total plan assets at end of year2015-12-31$1,551,444
Total plan assets at beginning of year2015-12-31$1,538,012
Value of fidelity bond covering the plan2015-12-31$3,000,000
Total contributions received or receivable from participants2015-12-31$91,244
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$19,898
Other income received2015-12-31$-12,132
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$13,432
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,551,444
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,538,012
Total contributions received or receivable from employer(s)2015-12-31$24,328
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$1,518
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$203,557
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,538,012
Total plan assets at beginning of year2014-12-31$1,334,455
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$105,034
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$64,729
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$203,557
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,538,012
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,334,455
Total contributions received or receivable from employer(s)2014-12-31$33,794
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$213,803
Expenses. Total of all expenses incurred2013-12-31$519
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,334,455
Total plan assets at beginning of year2013-12-31$1,121,171
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$90,634
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$97,412
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$213,284
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,334,455
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,121,171
Total contributions received or receivable from employer(s)2013-12-31$25,757
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$519
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$217,140
Expenses. Total of all expenses incurred2012-12-31$24,213
Benefits paid (including direct rollovers)2012-12-31$23,649
Total plan assets at end of year2012-12-31$1,121,171
Total plan assets at beginning of year2012-12-31$928,244
Total contributions received or receivable from participants2012-12-31$83,397
Contributions received from other sources (not participants or employers)2012-12-31$12,944
Other income received2012-12-31$83,979
Net income (gross income less expenses)2012-12-31$192,927
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,121,171
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$928,244
Total contributions received or receivable from employer(s)2012-12-31$36,820
Value of corrective distributions2012-12-31$564
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 401(K) PLAN

2017: KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 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: KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 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: KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 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: KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 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: KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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