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ETF ADVISOR K MEP PLAN 401k Plan overview

Plan NameETF ADVISOR K MEP PLAN
Plan identification number 001

ETF ADVISOR K MEP 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

ROYAL SENIOR CARE, LLC has sponsored the creation of one or more 401k plans.

Company Name:ROYAL SENIOR CARE, LLC
Employer identification number (EIN):800030728
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ETF ADVISOR K MEP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD MATERA2024-07-10
0012022-08-01EDWARD MATERA2023-06-17
0012014-01-01LYNNE MCAULEY

Financial Data on ETF ADVISOR K MEP PLAN

Measure Date Value
2025 : ETF ADVISOR K MEP PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-2270828
Net assets as of the end of the plan year2025-05-22367360
Total assets as of the beginning of the plan year2025-05-22260071
Value of plan covered by a fidelity bond2025-05-2227000
Participant contributions to plan in this plan year2025-05-22140111
Value of participant loans at end of plan year2025-05-2213802
Other contributions to plan in this plan year2025-05-228619
Other income to plan in this plan year2025-05-2229387
Plan net income in this plan year2025-05-22107289
Net assets as of the end of the plan year2025-05-22367360
Net assets as of the beginning of the plan year2025-05-22260071
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-222697
2024 : ETF ADVISOR K MEP PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1015616
Net assets as of the end of the plan year2024-07-10260071
Total assets as of the beginning of the plan year2024-07-1021808
Value of plan covered by a fidelity bond2024-07-103000
Participant contributions to plan in this plan year2024-07-10132322
Value of participant loans at end of plan year2024-07-1013278
Other contributions to plan in this plan year2024-07-10103091
Other income to plan in this plan year2024-07-1018466
Plan net income in this plan year2024-07-10238263
Net assets as of the end of the plan year2024-07-10260071
Net assets as of the beginning of the plan year2024-07-1021808
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-102125
2014 : ETF ADVISOR K MEP PLAN 2014 401k financial data
Total income from all sources2014-12-31$37,572
Expenses. Total of all expenses incurred2014-12-31$1,951
Total plan assets at end of year2014-12-31$195,207
Total plan assets at beginning of year2014-12-31$159,586
Value of fidelity bond covering the plan2014-12-31$16,000
Total contributions received or receivable from participants2014-12-31$25,960
Other income received2014-12-31$11,612
Net income (gross income less expenses)2014-12-31$35,621
Net plan assets at end of year (total assets less liabilities)2014-12-31$195,207
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$159,586
Assets. Value of participant loans2014-12-31$3,511
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,951
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for ETF ADVISOR K MEP PLAN

2014: ETF ADVISOR K MEP PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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

Potentially related plans

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