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RETIREMENT PLAN FOR EMPLOYEES OF CHANNING HOUSE 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF CHANNING HOUSE
Plan identification number 014

RETIREMENT PLAN FOR EMPLOYEES OF CHANNING HOUSE Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

CHANNING HOUSE has sponsored the creation of one or more 401k plans.

Company Name:CHANNING HOUSE
Employer identification number (EIN):941485533
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about CHANNING HOUSE

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0393210

More information about CHANNING HOUSE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF CHANNING HOUSE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0142022-01-01RHONDA BEKKEDAHL2023-08-23
0142021-01-01RHONDA BEKKEDAHL2022-07-07
0142020-01-01RHONDA BEKKEDAHL2021-10-13
0142019-01-01RHONDA BEKKEDAHL2020-10-03
0142018-01-01RHONDA BEKKEDAHL2019-10-02
0142017-01-01RHONDA BEKKEDAHL2018-10-11
0142016-01-01RHONDA BEKKEDAHL2017-10-12
0142015-01-01
0142014-01-01RHONDA BEKKEDAHL, DIR. OF FINANCE2015-07-23
0142013-01-01RHONDA BEKKEDAHL2014-07-28
0142012-01-01RHONDA BEKKEDAHL2013-07-29
0142011-01-01RHONDA BEKKEDAHL2012-07-30
0142010-01-01CARL BRAGINSKY, EXECUTIVE DIRECTOR2011-07-13

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF CHANNING HOUSE

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF CHANNING HOUSE

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF CHANNING HOUSE 2022 401k membership
Market value of plan assets2022-12-311,065,252
Acturial value of plan assets2022-12-311,069,834
Funding target for retired participants and beneficiaries receiving payment2022-12-31705,818
Number of terminated vested participants2022-12-3114
Fundng target for terminated vested participants2022-12-31178,370
Active participant vested funding target2022-12-31134,577
Number of active participants2022-12-318
Total funding liabilities for active participants2022-12-31135,821
Total participant count2022-12-3132
Total funding target for all participants2022-12-311,020,009
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3117,586
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3118,434
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3113,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: RETIREMENT PLAN FOR EMPLOYEES OF CHANNING HOUSE 2021 401k membership
Market value of plan assets2021-12-311,261,941
Acturial value of plan assets2021-12-311,192,016
Funding target for retired participants and beneficiaries receiving payment2021-12-31752,542
Number of terminated vested participants2021-12-3115
Fundng target for terminated vested participants2021-12-31226,347
Active participant vested funding target2021-12-31197,989
Number of active participants2021-12-3110
Total funding liabilities for active participants2021-12-31199,505
Total participant count2021-12-3134
Total funding target for all participants2021-12-311,178,394
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3119
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3120
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3118,232
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3117,964
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3114,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31378
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31378
Contributions allocatedtoward minimum required contributions for current year2021-12-3117,964
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: RETIREMENT PLAN FOR EMPLOYEES OF CHANNING HOUSE 2020 401k membership
Market value of plan assets2020-12-311,235,093
Acturial value of plan assets2020-12-311,189,055
Funding target for retired participants and beneficiaries receiving payment2020-12-31870,154
Number of terminated vested participants2020-12-3115
Fundng target for terminated vested participants2020-12-31210,756
Active participant vested funding target2020-12-31180,240
Number of active participants2020-12-3110
Total funding liabilities for active participants2020-12-31181,681
Total participant count2020-12-3143
Total funding target for all participants2020-12-311,262,591
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-314
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-314
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3149,918
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3148,101
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3115,300
Net shortfall amortization installment of oustanding balance2020-12-3173,536
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3148,082
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3148,082
Contributions allocatedtoward minimum required contributions for current year2020-12-3148,101
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: RETIREMENT PLAN FOR EMPLOYEES OF CHANNING HOUSE 2019 401k membership
Market value of plan assets2019-12-311,315,550
Acturial value of plan assets2019-12-311,334,845
Funding target for retired participants and beneficiaries receiving payment2019-12-311,116,304
Number of terminated vested participants2019-12-3116
Fundng target for terminated vested participants2019-12-3196,794
Active participant vested funding target2019-12-31211,645
Number of active participants2019-12-3112
Total funding liabilities for active participants2019-12-31213,096
Total participant count2019-12-3148
Total funding target for all participants2019-12-311,426,194
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31128,079
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31135,149
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3119,807
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3119,472
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3115,700
Net shortfall amortization installment of oustanding balance2019-12-3191,349
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3119,468
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3119,468
Contributions allocatedtoward minimum required contributions for current year2019-12-3119,472
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: RETIREMENT PLAN FOR EMPLOYEES OF CHANNING HOUSE 2018 401k membership
Market value of plan assets2018-12-311,272,215
Acturial value of plan assets2018-12-311,275,993
Funding target for retired participants and beneficiaries receiving payment2018-12-31967,723
Number of terminated vested participants2018-12-3116
Fundng target for terminated vested participants2018-12-31267,704
Active participant vested funding target2018-12-31233,062
Number of active participants2018-12-3114
Total funding liabilities for active participants2018-12-31234,572
Total participant count2018-12-3149
Total funding target for all participants2018-12-311,469,999
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3112
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3113
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31193,254
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31182,661
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3116,010
Net shortfall amortization installment of oustanding balance2018-12-31194,006
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3154,582
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3154,582
Contributions allocatedtoward minimum required contributions for current year2018-12-31182,661
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: RETIREMENT PLAN FOR EMPLOYEES OF CHANNING HOUSE 2017 401k membership
Market value of plan assets2017-12-311,390,310
Acturial value of plan assets2017-12-311,386,302
Funding target for retired participants and beneficiaries receiving payment2017-12-31929,322
Number of terminated vested participants2017-12-3118
Fundng target for terminated vested participants2017-12-31328,310
Active participant vested funding target2017-12-31212,244
Number of active participants2017-12-3114
Total funding liabilities for active participants2017-12-31214,159
Total participant count2017-12-3150
Total funding target for all participants2017-12-311,471,791
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-314
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-314
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3159,090
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3157,208
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3116,916
Net shortfall amortization installment of oustanding balance2017-12-3185,489
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3157,196
Additional cash requirement2017-12-3157,196
Contributions allocatedtoward minimum required contributions for current year2017-12-3157,208
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: RETIREMENT PLAN FOR EMPLOYEES OF CHANNING HOUSE 2016 401k membership
Market value of plan assets2016-12-311,472,548
Acturial value of plan assets2016-12-311,487,212
Funding target for retired participants and beneficiaries receiving payment2016-12-31987,303
Number of terminated vested participants2016-12-3116
Fundng target for terminated vested participants2016-12-31301,093
Active participant vested funding target2016-12-31321,506
Number of active participants2016-12-3118
Total funding liabilities for active participants2016-12-31323,824
Total participant count2016-12-3153
Total funding target for all participants2016-12-311,612,220
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31243
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31258
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3177,542
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3175,619
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3119,313
Net shortfall amortization installment of oustanding balance2016-12-31125,008
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3175,615
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3175,615
Contributions allocatedtoward minimum required contributions for current year2016-12-3175,619
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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