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401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 401k Plan overview

Plan Name401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED
Plan identification number 001

401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

SAN DIEGO HEBREW HOMES has sponsored the creation of one or more 401k plans.

Company Name:SAN DIEGO HEBREW HOMES
Employer identification number (EIN):951455284
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about SAN DIEGO HEBREW HOMES

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 0000-00-00
Company Identification Number: C0195387
Legal Registered Office Address: 211 Saxony RoadEncinitasCA92024


United States of America (USA)

More information about SAN DIEGO HEBREW HOMES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-07-01BRADLEY BLOSE BRADLEY BLOSE2017-10-09
0012015-07-01BRADLEY BLOSE BRADLEY BLOSE2017-04-14
0012014-07-01BRADLEY BLOSE BRADLEY BLOSE2016-03-22
0012014-07-01BRADLEY BLOSE BRADLEY BLOSE2016-03-15
0012013-07-01BRADLEY BLOSE BRADLEY BLOSE2015-05-26
0012012-07-01BRADLEY BLOSE BRADLEY BLOSE2014-03-21
0012011-07-01BRADLEY BLOSE BRADLEY BLOSE2013-03-18
0012009-07-01BRADLEY BLOSE

Plan Statistics for 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED

401k plan membership statisitcs for 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED

Measure Date Value
2016: 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 2016 401k membership
Total participants, beginning-of-year2016-07-01244
Total number of active participants reported on line 7a of the Form 55002016-07-010
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-010
Number of participants with account balances2016-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-01278
2015: 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 2015 401k membership
Total participants, beginning-of-year2015-07-01235
Total number of active participants reported on line 7a of the Form 55002015-07-01214
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0130
Total of all active and inactive participants2015-07-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01244
Number of participants with account balances2015-07-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0121
2014: 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 2014 401k membership
Total participants, beginning-of-year2014-07-01236
Total number of active participants reported on line 7a of the Form 55002014-07-01210
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0125
Total of all active and inactive participants2014-07-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01235
Number of participants with account balances2014-07-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0115
2013: 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 2013 401k membership
Total participants, beginning-of-year2013-07-01215
Total number of active participants reported on line 7a of the Form 55002013-07-01212
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0124
Total of all active and inactive participants2013-07-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01236
Number of participants with account balances2013-07-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-019
2012: 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 2012 401k membership
Total participants, beginning-of-year2012-07-01203
Total number of active participants reported on line 7a of the Form 55002012-07-01194
Number of other retired or separated participants entitled to future benefits2012-07-0121
Total of all active and inactive participants2012-07-01215
Total participants2012-07-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-019
2011: 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 2011 401k membership
Total participants, beginning-of-year2011-07-01205
Total number of active participants reported on line 7a of the Form 55002011-07-01182
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0121
Total of all active and inactive participants2011-07-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01203
Number of participants with account balances2011-07-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0114
2009: 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 2009 401k membership
Total participants, beginning-of-year2009-07-01200
Total number of active participants reported on line 7a of the Form 55002009-07-01169
Number of other retired or separated participants entitled to future benefits2009-07-0117
Total of all active and inactive participants2009-07-01186
Total participants2009-07-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0110

Financial Data on 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED

Measure Date Value
2017 : 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total income from all sources (including contributions)2017-02-28$91,656
Total loss/gain on sale of assets2017-02-28$0
Total of all expenses incurred2017-02-28$2,089,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$2,087,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$7,945
Value of total assets at end of year2017-02-28$0
Value of total assets at beginning of year2017-02-28$1,997,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$1,983
Total interest from all sources2017-02-28$0
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-02-28Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-02-28$0
Was this plan covered by a fidelity bond2017-02-28Yes
Value of fidelity bond cover2017-02-28$500,000
If this is an individual account plan, was there a blackout period2017-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-02-28$1
Were there any nonexempt tranactions with any party-in-interest2017-02-28No
Income. Received or receivable in cash from other sources (including rollovers)2017-02-28$7,945
Other income not declared elsewhere2017-02-28$5,428
Administrative expenses (other) incurred2017-02-28$1,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Value of net income/loss2017-02-28$-1,997,849
Value of net assets at end of year (total assets less liabilities)2017-02-28$0
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$1,997,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-02-28No
Were any leases to which the plan was party in default or uncollectible2017-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-02-28$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-02-28$1,036,706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-02-28$961,143
Expenses. Payments to insurance carriers foe the provision of benefits2017-02-28$260,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-02-28$78,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-02-28No
Was there a failure to transmit to the plan any participant contributions2017-02-28No
Has the plan failed to provide any benefit when due under the plan2017-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-02-28$1,826,915
Did the plan have assets held for investment2017-02-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-02-28Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-02-28Yes
Opinion of an independent qualified public accountant for this plan2017-02-28Disclaimer
Accountancy firm name2017-02-28MOSS ADAMS LLP
Accountancy firm EIN2017-02-28910189318
2016 : 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$583
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$81,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$78,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$0
Value of total assets at end of year2016-06-30$1,997,849
Value of total assets at beginning of year2016-06-30$2,079,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$3,089
Total interest from all sources2016-06-30$9,558
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Administrative expenses (other) incurred2016-06-30$3,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-81,278
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,997,849
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,079,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,036,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$960,080
Interest earned on other investments2016-06-30$9,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$961,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$899,547
Net investment gain/loss from pooled separate accounts2016-06-30$-8,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$219,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$78,772
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MOSS ADAMS LLP
Accountancy firm EIN2016-06-30910189318
2015 : 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$263,732
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$153,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$153,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$219,119
Value of total assets at end of year2015-06-30$2,079,127
Value of total assets at beginning of year2015-06-30$1,969,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$350
Total interest from all sources2015-06-30$9,385
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$12,445
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$109,973
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,079,127
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,969,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$960,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$880,585
Interest earned on other investments2015-06-30$9,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$899,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$881,895
Net investment gain/loss from pooled separate accounts2015-06-30$35,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$206,674
Employer contributions (assets) at end of year2015-06-30$219,500
Employer contributions (assets) at beginning of year2015-06-30$206,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$153,409
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30AKT LLP
Accountancy firm EIN2015-06-30930623286
2014 : 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$340,150
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$164,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$163,151
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$206,283
Value of total assets at end of year2014-06-30$1,969,154
Value of total assets at beginning of year2014-06-30$1,793,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,295
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$1,295
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Other income not declared elsewhere2014-06-30$-11,719
Administrative expenses (other) incurred2014-06-30$1,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$175,704
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,969,154
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,793,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$880,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$685,995
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$8,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$881,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$886,940
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$145,586
Net investment gain/loss from pooled separate accounts2014-06-30$136,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$206,283
Employer contributions (assets) at end of year2014-06-30$206,674
Employer contributions (assets) at beginning of year2014-06-30$220,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$163,151
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30AKT LLP
Accountancy firm EIN2014-06-30952802865
2013 : 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$290,118
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$72,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$68,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$220,515
Value of total assets at end of year2013-06-30$1,793,450
Value of total assets at beginning of year2013-06-30$1,575,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$4,091
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$4,091
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Other income not declared elsewhere2013-06-30$-10,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$217,546
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,793,450
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,575,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$685,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$612,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$886,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$749,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$79,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$220,515
Employer contributions (assets) at end of year2013-06-30$220,515
Employer contributions (assets) at beginning of year2013-06-30$214,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$68,481
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30AKT LLP
Accountancy firm EIN2013-06-30952802865
2012 : 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$226,516
Total of all expenses incurred2012-06-30$65,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$61,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$214,204
Value of total assets at end of year2012-06-30$1,575,904
Value of total assets at beginning of year2012-06-30$1,415,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$4,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$4,011
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Other income not declared elsewhere2012-06-30$13,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$160,649
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,575,904
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,415,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$612,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$610,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$749,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$598,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-1,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$214,204
Employer contributions (assets) at end of year2012-06-30$214,204
Employer contributions (assets) at beginning of year2012-06-30$206,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$61,856
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30AKT LLP
Accountancy firm EIN2012-06-30952802865
2011 : 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$330,032
Total of all expenses incurred2011-06-30$58,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$55,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$201,641
Value of total assets at end of year2011-06-30$1,415,255
Value of total assets at beginning of year2011-06-30$1,144,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$3,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$3,476
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Other income not declared elsewhere2011-06-30$13,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$271,088
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,415,255
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,144,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$610,542
Value of interest in pooled separate accounts at beginning of year2011-06-30$982,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$598,422
Net investment gain/loss from pooled separate accounts2011-06-30$115,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$201,641
Employer contributions (assets) at end of year2011-06-30$206,291
Employer contributions (assets) at beginning of year2011-06-30$161,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$55,468
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30AKT LLP
Accountancy firm EIN2011-06-30952802865

Form 5500 Responses for 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED

2016: 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingYes
2016-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedYes
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – General assets of the sponsorYes
2012-07-01Plan benefit arrangement - TrustYes
2011: 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – General assets of the sponsorYes
2011-07-01Plan benefit arrangement - TrustYes
2009: 401(A) PROFIT SHARING PLAN OF HEBREW HOME FOR THE AGED 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – General assets of the sponsorYes
2009-07-01Plan benefit arrangement - TrustYes

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