401k Plan data: EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS plan

EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS 401k Plan overview

Plan Name	EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS
Plan identification number	003

EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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 LEAH ROSE RESIDENCE FOR SENIOR CITIZENS has sponsored the creation of one or more 401k plans.

Company Name: THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS

Employer identification number (EIN): 620849787

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 MARY LORD 2024-10-23
003 2022-01-01 MARY LORD 2024-10-23
003 2021-01-01 MARY LORD 2022-10-14
003 2020-01-01 MARY LORD 2021-07-30
003 2019-01-01 MARY LORD 2020-10-14
003 2018-01-01 MARY LORD 2019-10-14
003 2017-01-01 MARY LORD 2018-10-11
003 2016-01-01 MARY LORD
003 2015-01-01 MARY LORD
003 2014-01-01 MARY LORD
003 2013-01-01 MARY LORD
003 2012-01-01 MARY LORD
003 2011-01-01 MARY LORD
003 2010-01-01 MARY LORD
003 2009-01-01 MARY LORD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01	MARY LORD	2024-10-23
003	2022-01-01	MARY LORD	2024-10-23
003	2021-01-01	MARY LORD	2022-10-14
003	2020-01-01	MARY LORD	2021-07-30
003	2019-01-01	MARY LORD	2020-10-14
003	2018-01-01	MARY LORD	2019-10-14
003	2017-01-01	MARY LORD	2018-10-11
003	2016-01-01	MARY LORD
003	2015-01-01	MARY LORD
003	2014-01-01	MARY LORD
003	2013-01-01	MARY LORD
003	2012-01-01	MARY LORD
003	2011-01-01	MARY LORD
003	2010-01-01	MARY LORD
003	2009-01-01	MARY LORD

Financial Data on EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS

Measure	Date	Value
2025 : EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-24	0
Total liabilities as of the end of the plan year	2025-07-24	0
Total liabilities as of the beginning of the plan year	2025-07-24	0
Total expenses incurred by plan in this plan year	2025-07-24	5256
Net assets as of the end of the plan year	2025-07-24	226814
Total assets as of the beginning of the plan year	2025-07-24	191592
Value of plan covered by a fidelity bond	2025-07-24	25000
Participant contributions to plan in this plan year	2025-07-24	0
Other expenses paid from plan in this plan year	2025-07-24	0
Other contributions to plan in this plan year	2025-07-24	0
Other income to plan in this plan year	2025-07-24	21106
Plan net income in this plan year	2025-07-24	35222
Net assets as of the end of the plan year	2025-07-24	226814
Net assets as of the beginning of the plan year	2025-07-24	191592
Employer contributions to plan in this plan year	2025-07-24	19372
Fees paid to broker by Benefit Provider	2025-07-24	21
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-24	37
2024 : EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-23	0
Total liabilities as of the end of the plan year	2024-10-23	0
Total liabilities as of the beginning of the plan year	2024-10-23	0
Total expenses incurred by plan in this plan year	2024-10-23	24
Net assets as of the end of the plan year	2024-10-23	191592
Total assets as of the beginning of the plan year	2024-10-23	157449
Value of plan covered by a fidelity bond	2024-10-23	25000
Participant contributions to plan in this plan year	2024-10-23	0
Other expenses paid from plan in this plan year	2024-10-23	0
Other contributions to plan in this plan year	2024-10-23	0
Other income to plan in this plan year	2024-10-23	18338
Plan net income in this plan year	2024-10-23	34143
Net assets as of the end of the plan year	2024-10-23	191592
Net assets as of the beginning of the plan year	2024-10-23	157449
Employer contributions to plan in this plan year	2024-10-23	15829
Fees paid to broker by Benefit Provider	2024-10-23	17
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-23	24
2016 : EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS 2016 401k financial data
Total income from all sources	2016-12-31	$23,705
Expenses. Total of all expenses incurred	2016-12-31	$142
Total plan assets at end of year	2016-12-31	$87,049
Total plan assets at beginning of year	2016-12-31	$63,486
Value of fidelity bond covering the plan	2016-12-31	$10,000
Total contributions received or receivable from participants	2016-12-31	$5,528
Expenses. Other expenses not covered elsewhere	2016-12-31	$142
Other income received	2016-12-31	$7,744
Net income (gross income less expenses)	2016-12-31	$23,563
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$87,049
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$63,486
Total contributions received or receivable from employer(s)	2016-12-31	$10,433
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$0
2015 : EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS 2015 401k financial data
Total income from all sources	2015-12-31	$12,701
Expenses. Total of all expenses incurred	2015-12-31	$106
Total plan assets at end of year	2015-12-31	$63,486
Total plan assets at beginning of year	2015-12-31	$50,891
Value of fidelity bond covering the plan	2015-12-31	$10,000
Total contributions received or receivable from participants	2015-12-31	$5,226
Other income received	2015-12-31	$-1,855
Net income (gross income less expenses)	2015-12-31	$12,595
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$63,486
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$50,891
Total contributions received or receivable from employer(s)	2015-12-31	$9,330
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$106
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
2014 : EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS 2014 401k financial data
Total income from all sources	2014-12-31	$10,150
Expenses. Total of all expenses incurred	2014-12-31	$4,370
Benefits paid (including direct rollovers)	2014-12-31	$4,370
Total plan assets at end of year	2014-12-31	$41,070
Total plan assets at beginning of year	2014-12-31	$35,290
Value of fidelity bond covering the plan	2014-12-31	$5,000
Other income received	2014-12-31	$1,314
Net income (gross income less expenses)	2014-12-31	$5,780
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$41,070
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$35,290
Total contributions received or receivable from employer(s)	2014-12-31	$8,836
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$-8,836
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$8,836
2013 : EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS 2013 401k financial data
Total income from all sources	2013-12-31	$16,489
Expenses. Total of all expenses incurred	2013-12-31	$7,997
Benefits paid (including direct rollovers)	2013-12-31	$7,394
Total plan assets at end of year	2013-12-31	$35,290
Total plan assets at beginning of year	2013-12-31	$26,798
Value of fidelity bond covering the plan	2013-12-31	$5,000
Total contributions received or receivable from participants	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$6,633
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$8,492
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$35,290
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$26,798
Total contributions received or receivable from employer(s)	2013-12-31	$9,856
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$603
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
2012 : EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS 2012 401k financial data
Total income from all sources	2012-12-31	$11,822
Expenses. Total of all expenses incurred	2012-12-31	$10,164
Benefits paid (including direct rollovers)	2012-12-31	$9,899
Total plan assets at end of year	2012-12-31	$26,798
Total plan assets at beginning of year	2012-12-31	$25,140
Value of fidelity bond covering the plan	2012-12-31	$5,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$203
Other income received	2012-12-31	$2,648
Net income (gross income less expenses)	2012-12-31	$1,658
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$26,798
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$25,140
Total contributions received or receivable from employer(s)	2012-12-31	$9,174
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$62
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$132
Expenses. Total of all expenses incurred	2011-12-31	$561
Total plan assets at end of year	2011-12-31	$25,140
Total plan assets at beginning of year	2011-12-31	$25,569
Value of fidelity bond covering the plan	2011-12-31	$5,000
Other income received	2011-12-31	$132
Net income (gross income less expenses)	2011-12-31	$-429
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$25,140
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$25,569
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$561
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$1,844
Expenses. Total of all expenses incurred	2010-12-31	$359
Total plan assets at end of year	2010-12-31	$25,569
Total plan assets at beginning of year	2010-12-31	$24,084
Value of fidelity bond covering the plan	2010-12-31	$5,000
Total contributions received or receivable from participants	2010-12-31	$271
Other income received	2010-12-31	$1,573
Net income (gross income less expenses)	2010-12-31	$1,485
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$25,569
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$24,084
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$359
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS 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 EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS

2016: EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS 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 – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS 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 – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: EMPLOYEE BENEFITS PLAN OF THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS 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 – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	051749-E
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	051749-E
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	051749-E
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	051749-E
Policy instance	1

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Company Name:	THE LEAH ROSE RESIDENCE FOR SENIOR CITIZENS
Employer identification number (EIN):	620849787
NAIC Classification:	624100
NAIC Description:	Individual and Family Services