401k Plan data: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST plan

INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST
Plan identification number	001

INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 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

INDEPENDENT LIVING SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: INDEPENDENT LIVING SERVICES, INC.

Employer identification number (EIN): 820474101

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01
001 2021-10-01
001 2020-10-01
001 2019-10-01
001 2018-10-01
001 2017-10-01 TAMARA MALONE
001 2016-10-01 TAMARA MALONE
001 2015-10-01 TAMARA MALONE
001 2014-10-01 MICHAEL DAY
001 2013-10-01 MICHAEL DAY
001 2012-10-01 MICHAEL DAY
001 2011-10-01 MICHAEL DAY
001 2010-10-01 MICHAEL DAY
001 2009-10-01 MICHAEL DAY

Plan Statistics for INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST

Measure Date Value
2022: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-10-01 13
Total number of active participants reported on line 7a of the Form 5500 2022-10-01 16
Number of other retired or separated participants entitled to future benefits 2022-10-01 2
Total of all active and inactive participants 2022-10-01 18
Total participants 2022-10-01 18
Number of participants with account balances 2022-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-10-01 4
2021: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-10-01 21
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 13
Number of other retired or separated participants entitled to future benefits 2021-10-01 8
Total of all active and inactive participants 2021-10-01 21
Total participants 2021-10-01 21
Number of participants with account balances 2021-10-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 4
2020: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-10-01 24
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 21
Total of all active and inactive participants 2020-10-01 21
Total participants 2020-10-01 21
Number of participants with account balances 2020-10-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 3
2019: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-10-01 30
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 24
Total of all active and inactive participants 2019-10-01 24
Total participants 2019-10-01 24
Number of participants with account balances 2019-10-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 4
2018: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-10-01 23
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 30
Total of all active and inactive participants 2018-10-01 30
Total participants 2018-10-01 30
Number of participants with account balances 2018-10-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 5
2017: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-10-01 21
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 23
Total of all active and inactive participants 2017-10-01 23
Total participants 2017-10-01 23
Number of participants with account balances 2017-10-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 1
2016: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-10-01 27
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 21
Total of all active and inactive participants 2016-10-01 21
Total participants 2016-10-01 21
Number of participants with account balances 2016-10-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 2
2015: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-10-01 26
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 27
Total of all active and inactive participants 2015-10-01 27
Total participants 2015-10-01 27
Number of participants with account balances 2015-10-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 3
2014: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-10-01 27
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 26
Total of all active and inactive participants 2014-10-01 26
Total participants 2014-10-01 26
Number of participants with account balances 2014-10-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 2
2013: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-10-01 36
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 22
Number of other retired or separated participants entitled to future benefits 2013-10-01 5
Total of all active and inactive participants 2013-10-01 27
Total participants 2013-10-01 27
Number of participants with account balances 2013-10-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 1
2012: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-10-01 37
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 27
Number of other retired or separated participants entitled to future benefits 2012-10-01 6
Total of all active and inactive participants 2012-10-01 33
Total participants 2012-10-01 33
Number of participants with account balances 2012-10-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 4
2011: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-10-01 32
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 30
Number of other retired or separated participants entitled to future benefits 2011-10-01 7
Total of all active and inactive participants 2011-10-01 37
Total participants 2011-10-01 37
Number of participants with account balances 2011-10-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 3
2010: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-10-01 43
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 30
Number of other retired or separated participants entitled to future benefits 2010-10-01 2
Total of all active and inactive participants 2010-10-01 32
Total participants 2010-10-01 32
Number of participants with account balances 2010-10-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 18
2009: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-10-01 42
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 38
Number of other retired or separated participants entitled to future benefits 2009-10-01 5
Total of all active and inactive participants 2009-10-01 43
Total participants 2009-10-01 43
Number of participants with account balances 2009-10-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 7

Measure	Date	Value
2022: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-10-01	13
Total number of active participants reported on line 7a of the Form 5500	2022-10-01	16
Number of other retired or separated participants entitled to future benefits	2022-10-01	2
Total of all active and inactive participants	2022-10-01	18
Total participants	2022-10-01	18
Number of participants with account balances	2022-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-10-01	4
2021: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-10-01	21
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	13
Number of other retired or separated participants entitled to future benefits	2021-10-01	8
Total of all active and inactive participants	2021-10-01	21
Total participants	2021-10-01	21
Number of participants with account balances	2021-10-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	4
2020: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-10-01	24
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	21
Total of all active and inactive participants	2020-10-01	21
Total participants	2020-10-01	21
Number of participants with account balances	2020-10-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	3
2019: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-10-01	30
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	24
Total of all active and inactive participants	2019-10-01	24
Total participants	2019-10-01	24
Number of participants with account balances	2019-10-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	4
2018: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-10-01	23
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	30
Total of all active and inactive participants	2018-10-01	30
Total participants	2018-10-01	30
Number of participants with account balances	2018-10-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	5
2017: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-10-01	21
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	23
Total of all active and inactive participants	2017-10-01	23
Total participants	2017-10-01	23
Number of participants with account balances	2017-10-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	1
2016: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-10-01	27
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	21
Total of all active and inactive participants	2016-10-01	21
Total participants	2016-10-01	21
Number of participants with account balances	2016-10-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	2
2015: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-10-01	26
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	27
Total of all active and inactive participants	2015-10-01	27
Total participants	2015-10-01	27
Number of participants with account balances	2015-10-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	3
2014: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-10-01	27
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	26
Total of all active and inactive participants	2014-10-01	26
Total participants	2014-10-01	26
Number of participants with account balances	2014-10-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	2
2013: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-10-01	36
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	22
Number of other retired or separated participants entitled to future benefits	2013-10-01	5
Total of all active and inactive participants	2013-10-01	27
Total participants	2013-10-01	27
Number of participants with account balances	2013-10-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	1
2012: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-10-01	37
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	27
Number of other retired or separated participants entitled to future benefits	2012-10-01	6
Total of all active and inactive participants	2012-10-01	33
Total participants	2012-10-01	33
Number of participants with account balances	2012-10-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	4
2011: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-10-01	32
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	30
Number of other retired or separated participants entitled to future benefits	2011-10-01	7
Total of all active and inactive participants	2011-10-01	37
Total participants	2011-10-01	37
Number of participants with account balances	2011-10-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	3
2010: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-10-01	43
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	30
Number of other retired or separated participants entitled to future benefits	2010-10-01	2
Total of all active and inactive participants	2010-10-01	32
Total participants	2010-10-01	32
Number of participants with account balances	2010-10-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	18
2009: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-10-01	42
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	38
Number of other retired or separated participants entitled to future benefits	2009-10-01	5
Total of all active and inactive participants	2009-10-01	43
Total participants	2009-10-01	43
Number of participants with account balances	2009-10-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	7

Financial Data on INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST

Measure	Date	Value
2023 : INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-09-30	$162,422
Expenses. Total of all expenses incurred	2023-09-30	$171,913
Benefits paid (including direct rollovers)	2023-09-30	$165,809
Total plan assets at end of year	2023-09-30	$928,507
Total plan assets at beginning of year	2023-09-30	$937,998
Expenses. Other expenses not covered elsewhere	2023-09-30	$6,104
Other income received	2023-09-30	$85,305
Net income (gross income less expenses)	2023-09-30	$-9,491
Net plan assets at end of year (total assets less liabilities)	2023-09-30	$928,507
Net plan assets at beginning of year (total assets less liabilities)	2023-09-30	$937,998
Total contributions received or receivable from employer(s)	2023-09-30	$77,117
2022 : INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-09-30	$-160,764
Expenses. Total of all expenses incurred	2022-09-30	$9,808
Benefits paid (including direct rollovers)	2022-09-30	$2,769
Total plan assets at end of year	2022-09-30	$937,998
Total plan assets at beginning of year	2022-09-30	$1,108,570
Expenses. Other expenses not covered elsewhere	2022-09-30	$7,039
Other income received	2022-09-30	$-233,095
Net income (gross income less expenses)	2022-09-30	$-170,572
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$937,998
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$1,108,570
Total contributions received or receivable from employer(s)	2022-09-30	$72,331
2021 : INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-09-30	$240,338
Expenses. Total of all expenses incurred	2021-09-30	$163,156
Benefits paid (including direct rollovers)	2021-09-30	$156,337
Total plan assets at end of year	2021-09-30	$1,108,570
Total plan assets at beginning of year	2021-09-30	$1,031,388
Value of fidelity bond covering the plan	2021-09-30	$200,000
Expenses. Other expenses not covered elsewhere	2021-09-30	$6,819
Other income received	2021-09-30	$175,781
Net income (gross income less expenses)	2021-09-30	$77,182
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$1,108,570
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$1,031,388
Total contributions received or receivable from employer(s)	2021-09-30	$64,557
2020 : INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-09-30	$105,524
Expenses. Total of all expenses incurred	2020-09-30	$70,077
Benefits paid (including direct rollovers)	2020-09-30	$64,241
Total plan assets at end of year	2020-09-30	$1,031,388
Total plan assets at beginning of year	2020-09-30	$995,941
Value of fidelity bond covering the plan	2020-09-30	$200,000
Expenses. Other expenses not covered elsewhere	2020-09-30	$5,836
Other income received	2020-09-30	$44,371
Net income (gross income less expenses)	2020-09-30	$35,447
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$1,031,388
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$995,941
Total contributions received or receivable from employer(s)	2020-09-30	$61,153
2018 : INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-09-30	$108,525
Expenses. Total of all expenses incurred	2018-09-30	$46,008
Benefits paid (including direct rollovers)	2018-09-30	$46,008
Total plan assets at end of year	2018-09-30	$918,194
Total plan assets at beginning of year	2018-09-30	$855,677
Value of fidelity bond covering the plan	2018-09-30	$200,000
Other income received	2018-09-30	$54,361
Net income (gross income less expenses)	2018-09-30	$62,517
Net plan assets at end of year (total assets less liabilities)	2018-09-30	$918,194
Net plan assets at beginning of year (total assets less liabilities)	2018-09-30	$855,677
Total contributions received or receivable from employer(s)	2018-09-30	$54,164
2017 : INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-09-30	$139,562
Expenses. Total of all expenses incurred	2017-09-30	$21,188
Benefits paid (including direct rollovers)	2017-09-30	$21,188
Total plan assets at end of year	2017-09-30	$855,677
Total plan assets at beginning of year	2017-09-30	$737,303
Value of fidelity bond covering the plan	2017-09-30	$200,000
Other income received	2017-09-30	$84,883
Net income (gross income less expenses)	2017-09-30	$118,374
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$855,677
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$737,303
Total contributions received or receivable from employer(s)	2017-09-30	$54,679
2016 : INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-09-30	$-327,838
Total income from all sources	2016-09-30	$123,384
Total plan assets at end of year	2016-09-30	$737,303
Total plan assets at beginning of year	2016-09-30	$941,757
Value of fidelity bond covering the plan	2016-09-30	$200,000
Other income received	2016-09-30	$66,935
Net income (gross income less expenses)	2016-09-30	$123,384
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$737,303
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$941,757
Total contributions received or receivable from employer(s)	2016-09-30	$56,449
2015 : INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-09-30	$72,889
Expenses. Total of all expenses incurred	2015-09-30	$883,315
Benefits paid (including direct rollovers)	2015-09-30	$883,315
Total plan assets at end of year	2015-09-30	$941,757
Total plan assets at beginning of year	2015-09-30	$1,752,183
Value of fidelity bond covering the plan	2015-09-30	$200,000
Other income received	2015-09-30	$15,731
Net income (gross income less expenses)	2015-09-30	$-810,426
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$941,757
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$1,752,183
Total contributions received or receivable from employer(s)	2015-09-30	$57,158
2014 : INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-09-30	$212,179
Expenses. Total of all expenses incurred	2014-09-30	$54,092
Benefits paid (including direct rollovers)	2014-09-30	$54,092
Total plan assets at end of year	2014-09-30	$1,752,183
Total plan assets at beginning of year	2014-09-30	$1,594,096
Value of fidelity bond covering the plan	2014-09-30	$200,000
Other income received	2014-09-30	$151,076
Net income (gross income less expenses)	2014-09-30	$158,087
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$1,752,183
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$1,594,096
Total contributions received or receivable from employer(s)	2014-09-30	$61,103
2013 : INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-09-30	$242,264
Expenses. Total of all expenses incurred	2013-09-30	$32,387
Benefits paid (including direct rollovers)	2013-09-30	$32,387
Total plan assets at end of year	2013-09-30	$1,594,096
Total plan assets at beginning of year	2013-09-30	$1,384,219
Value of fidelity bond covering the plan	2013-09-30	$140,000
Other income received	2013-09-30	$181,914
Net income (gross income less expenses)	2013-09-30	$209,877
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$1,594,096
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$1,384,219
Total contributions received or receivable from employer(s)	2013-09-30	$60,350
2012 : INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-09-30	$265,424
Expenses. Total of all expenses incurred	2012-09-30	$20,017
Benefits paid (including direct rollovers)	2012-09-30	$20,017
Total plan assets at end of year	2012-09-30	$1,384,219
Total plan assets at beginning of year	2012-09-30	$1,138,812
Value of fidelity bond covering the plan	2012-09-30	$114,000
Other income received	2012-09-30	$201,872
Net income (gross income less expenses)	2012-09-30	$245,407
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$1,384,219
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$1,138,812
Total contributions received or receivable from employer(s)	2012-09-30	$63,552
2011 : INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-09-30	$61,204
Expenses. Total of all expenses incurred	2011-09-30	$58,055
Benefits paid (including direct rollovers)	2011-09-30	$58,055
Total plan assets at end of year	2011-09-30	$1,138,812
Total plan assets at beginning of year	2011-09-30	$1,135,663
Value of fidelity bond covering the plan	2011-09-30	$114,000
Other income received	2011-09-30	$-2,423
Net income (gross income less expenses)	2011-09-30	$3,149
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$1,138,812
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$1,135,663
Total contributions received or receivable from employer(s)	2011-09-30	$63,627

Form 5500 Responses for INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST

2022: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2022 form 5500 responses
2022-10-01	Type of plan entity	Single employer plan
2022-10-01	Plan funding arrangement – Trust	Yes
2022-10-01	Plan benefit arrangement - Trust	Yes
2021: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: INDEPENDENT LIVING SERVICES, INC. RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	INDEPENDENT LIVING SERVICES, INC.
Employer identification number (EIN):	820474101
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities