401k Plan data: MOUNT CARMEL COMMUNITY 401(K) PLAN plan

MOUNT CARMEL COMMUNITY 401(K) PLAN 401k Plan overview

Plan Name	MOUNT CARMEL COMMUNITY 401(K) PLAN
Plan identification number	001

MOUNT CARMEL COMMUNITY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

MOUNT CARMEL MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: MOUNT CARMEL MANAGEMENT, LLC

Employer identification number (EIN): 814633488

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

Additional information about MOUNT CARMEL MANAGEMENT, LLC

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2017-02-02

Company Identification Number: 20171099828

Legal Registered Office Address: 4245 Saddle Rock Rd

Colorado Springs
United States of America (USA)
80918

More information about MOUNT CARMEL MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNT CARMEL COMMUNITY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 APRIL MCFARLAND 2023-10-11 APRIL MCFARLAND 2023-10-11
001 2021-01-01 APRIL MCFARLAND 2022-10-12 APRIL MCFARLAND 2022-10-12
001 2020-01-01 APRIL MCFARLAND 2021-10-08 APRIL MCFARLAND 2021-10-08
001 2019-01-01 APRIL MCFARLAND 2020-10-13 APRIL MCFARLAND 2020-10-13
001 2018-01-01 APRIL MCFARLAND 2019-10-04 APRIL MCFARLAND 2019-10-04
001 2017-02-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	APRIL MCFARLAND	2023-10-11	APRIL MCFARLAND	2023-10-11
001	2021-01-01	APRIL MCFARLAND	2022-10-12	APRIL MCFARLAND	2022-10-12
001	2020-01-01	APRIL MCFARLAND	2021-10-08	APRIL MCFARLAND	2021-10-08
001	2019-01-01	APRIL MCFARLAND	2020-10-13	APRIL MCFARLAND	2020-10-13
001	2018-01-01	APRIL MCFARLAND	2019-10-04	APRIL MCFARLAND	2019-10-04
001	2017-02-01

Plan Statistics for MOUNT CARMEL COMMUNITY 401(K) PLAN

401k plan membership statisitcs for MOUNT CARMEL COMMUNITY 401(K) PLAN

Measure Date Value
2022: MOUNT CARMEL COMMUNITY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 59
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 32
Total of all active and inactive participants 2022-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 95
Number of participants with account balances 2022-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MOUNT CARMEL COMMUNITY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 123
Number of retired or separated participants receiving benefits 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 10
Total of all active and inactive participants 2021-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 137
Number of participants with account balances 2021-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MOUNT CARMEL COMMUNITY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 123
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 5
Total of all active and inactive participants 2020-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 131
Number of participants with account balances 2020-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MOUNT CARMEL COMMUNITY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 114
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 121
Number of participants with account balances 2019-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MOUNT CARMEL COMMUNITY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 113
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 11
Total of all active and inactive participants 2018-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 124
Number of participants with account balances 2018-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MOUNT CARMEL COMMUNITY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-02-01 168
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 160
Number of retired or separated participants receiving benefits 2017-02-01 0
Number of other retired or separated participants entitled to future benefits 2017-02-01 8
Total of all active and inactive participants 2017-02-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 0
Total participants 2017-02-01 168
Number of participants with account balances 2017-02-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 0

Measure	Date	Value
2022: MOUNT CARMEL COMMUNITY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	59
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	32
Total of all active and inactive participants	2022-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	95
Number of participants with account balances	2022-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MOUNT CARMEL COMMUNITY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	123
Number of retired or separated participants receiving benefits	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	10
Total of all active and inactive participants	2021-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	137
Number of participants with account balances	2021-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MOUNT CARMEL COMMUNITY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	123
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	5
Total of all active and inactive participants	2020-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	131
Number of participants with account balances	2020-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MOUNT CARMEL COMMUNITY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	114
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	121
Number of participants with account balances	2019-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MOUNT CARMEL COMMUNITY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	113
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	11
Total of all active and inactive participants	2018-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	124
Number of participants with account balances	2018-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MOUNT CARMEL COMMUNITY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-02-01	168
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	160
Number of retired or separated participants receiving benefits	2017-02-01	0
Number of other retired or separated participants entitled to future benefits	2017-02-01	8
Total of all active and inactive participants	2017-02-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	0
Total participants	2017-02-01	168
Number of participants with account balances	2017-02-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	0

Financial Data on MOUNT CARMEL COMMUNITY 401(K) PLAN

Measure	Date	Value
2022 : MOUNT CARMEL COMMUNITY 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$45
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$45
Total income from all sources (including contributions)	2022-12-31	$51,584
Total of all expenses incurred	2022-12-31	$55,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$54,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$135,283
Value of total assets at end of year	2022-12-31	$625,780
Value of total assets at beginning of year	2022-12-31	$630,121
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,903
Total interest from all sources	2022-12-31	$237
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$10,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$10,691
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$385,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$91,912
Participant contributions at end of year	2022-12-31	$3,377
Participant contributions at beginning of year	2022-12-31	$3,354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$45
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$45
Administrative expenses (other) incurred	2022-12-31	$455
Total non interest bearing cash at end of year	2022-12-31	$162
Total non interest bearing cash at beginning of year	2022-12-31	$162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,341
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$625,735
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$630,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$1,448
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$594,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$610,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$26,187
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$14,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$14,342
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$237
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-94,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$43,371
Employer contributions (assets) at end of year	2022-12-31	$1,585
Employer contributions (assets) at beginning of year	2022-12-31	$1,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$54,022
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BROWN ROGERS & CO LLC
Accountancy firm EIN	2022-12-31	464195990
2021 : MOUNT CARMEL COMMUNITY 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$45
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$45
Total income from all sources (including contributions)	2021-12-31	$230,257
Total of all expenses incurred	2021-12-31	$28,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$23,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$147,733
Value of total assets at end of year	2021-12-31	$630,121
Value of total assets at beginning of year	2021-12-31	$428,315
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$4,852
Total interest from all sources	2021-12-31	$1
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$7,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$7,619
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$385,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$95,217
Participant contributions at end of year	2021-12-31	$3,354
Participant contributions at beginning of year	2021-12-31	$3,905
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$45
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$45
Administrative expenses (other) incurred	2021-12-31	$195
Total non interest bearing cash at end of year	2021-12-31	$162
Total non interest bearing cash at beginning of year	2021-12-31	$163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$201,806
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$630,076
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$428,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$4,657
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$610,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$422,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$14,342
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$74,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$50,588
Employer contributions (assets) at end of year	2021-12-31	$1,684
Employer contributions (assets) at beginning of year	2021-12-31	$1,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$23,599
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BROWN ROGERS & CO LLC
Accountancy firm EIN	2021-12-31	464195990
2020 : MOUNT CARMEL COMMUNITY 401(K) PLAN 2020 401k financial data
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$45
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$45
Total income from all sources (including contributions)	2020-12-31	$168,335
Total of all expenses incurred	2020-12-31	$16,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$13,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$121,234
Value of total assets at end of year	2020-12-31	$428,315
Value of total assets at beginning of year	2020-12-31	$276,532
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,960
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$6,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$6,253
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$385,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$75,328
Participant contributions at end of year	2020-12-31	$3,905
Participant contributions at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$45
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$45
Administrative expenses (other) incurred	2020-12-31	$260
Total non interest bearing cash at end of year	2020-12-31	$163
Total non interest bearing cash at beginning of year	2020-12-31	$113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$151,783
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$428,270
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$276,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$2,700
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$422,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$276,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$40,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$45,906
Employer contributions (assets) at end of year	2020-12-31	$1,953
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$13,592
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BROWN ROGERS & CO LLC
Accountancy firm EIN	2020-12-31	464195990
2019 : MOUNT CARMEL COMMUNITY 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$45
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$45
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$110
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$110
Total income from all sources (including contributions)	2019-12-31	$135,634
Total income from all sources (including contributions)	2019-12-31	$135,634
Total of all expenses incurred	2019-12-31	$59,402
Total of all expenses incurred	2019-12-31	$59,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$56,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$56,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$91,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$91,996
Value of total assets at end of year	2019-12-31	$276,532
Value of total assets at end of year	2019-12-31	$276,532
Value of total assets at beginning of year	2019-12-31	$200,365
Value of total assets at beginning of year	2019-12-31	$200,365
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,111
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,111
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$5,816
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$5,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$5,816
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$5,816
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$385,000
Value of fidelity bond cover	2019-12-31	$385,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$52,183
Contributions received from participants	2019-12-31	$52,183
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,254
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,254
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$45
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$45
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$110
Administrative expenses (other) incurred	2019-12-31	$910
Administrative expenses (other) incurred	2019-12-31	$910
Total non interest bearing cash at end of year	2019-12-31	$113
Total non interest bearing cash at end of year	2019-12-31	$113
Total non interest bearing cash at beginning of year	2019-12-31	$178
Total non interest bearing cash at beginning of year	2019-12-31	$178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$76,232
Value of net income/loss	2019-12-31	$76,232
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$276,487
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$276,487
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$200,255
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$200,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$2,201
Investment advisory and management fees	2019-12-31	$2,201
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$276,419
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$276,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$200,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$200,187
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$37,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$37,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$36,559
Contributions received in cash from employer	2019-12-31	$36,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$56,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$56,291
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BROWN, ROGERS & CO., P.A.
Accountancy firm name	2019-12-31	BROWN, ROGERS & CO., P.A.
Accountancy firm EIN	2019-12-31	710525335
Accountancy firm EIN	2019-12-31	710525335
2018 : MOUNT CARMEL COMMUNITY 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$110
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$45
Total income from all sources (including contributions)	2018-12-31	$95,691
Total of all expenses incurred	2018-12-31	$44,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$41,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$109,671
Value of total assets at end of year	2018-12-31	$200,365
Value of total assets at beginning of year	2018-12-31	$149,550
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,591
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$4,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$4,313
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$385,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$64,361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$45
Administrative expenses (other) incurred	2018-12-31	$1,950
Total non interest bearing cash at end of year	2018-12-31	$178
Total non interest bearing cash at beginning of year	2018-12-31	$46
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$50,750
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$200,255
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$149,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$1,641
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$200,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$149,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-18,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$45,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$41,350
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BROWN, ROGERS & CO., P.A.
Accountancy firm EIN	2018-12-31	710525335
2017 : MOUNT CARMEL COMMUNITY 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$45
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$149,868
Total of all expenses incurred	2017-12-31	$363
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$141,823
Value of total assets at end of year	2017-12-31	$149,550
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$363
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,661
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$86,146
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$45
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$46
Total non interest bearing cash at beginning of year	2017-12-31	$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	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$149,505
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$149,505
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$363
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$149,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$55,677
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BROWN, ROGERS & CO., P.A.
Accountancy firm EIN	2017-12-31	710525335

Form 5500 Responses for MOUNT CARMEL COMMUNITY 401(K) PLAN

2022: MOUNT CARMEL COMMUNITY 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MOUNT CARMEL COMMUNITY 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MOUNT CARMEL COMMUNITY 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MOUNT CARMEL COMMUNITY 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MOUNT CARMEL COMMUNITY 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MOUNT CARMEL COMMUNITY 401(K) PLAN 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	First time form 5500 has been submitted	Yes
2017-02-01	Submission has been amended	No
2017-02-01	This submission is the final filing	No
2017-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-02-01	Plan is a collectively bargained plan	No
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MOUNT CARMEL MANAGEMENT, LLC
Employer identification number (EIN):	814633488
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2017-02-02
Company Identification Number:	20171099828
Legal Registered Office Address:	4245 Saddle Rock Rd Colorado Springs United States of America (USA) 80918