401k Plan data: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN plan

SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 401k Plan overview

Plan Name	SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN
Plan identification number	001

SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC.

Employer identification number (EIN): 042515020

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 PAUL HOLLINGS
001 2016-07-01 PAUL HOLLINGS
001 2015-07-01 JOHN O'NEILL
001 2014-07-01 JOHN O'NEILL
001 2013-07-01 JOHN O'NEILL
001 2012-07-01 JOHN O'NEILL
001 2011-07-01 JOHN O'NEILL
001 2009-07-01 JOHN O'NEILL

Plan Statistics for SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN

401k plan membership statisitcs for SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN

Measure Date Value
2021: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 233
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 144
Number of retired or separated participants receiving benefits 2021-07-01 16
Number of other retired or separated participants entitled to future benefits 2021-07-01 79
Total of all active and inactive participants 2021-07-01 239
Total participants 2021-07-01 239
Number of participants with account balances 2021-07-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 241
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 149
Number of retired or separated participants receiving benefits 2020-07-01 3
Number of other retired or separated participants entitled to future benefits 2020-07-01 81
Total of all active and inactive participants 2020-07-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 233
Number of participants with account balances 2020-07-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 230
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 160
Number of other retired or separated participants entitled to future benefits 2019-07-01 81
Total of all active and inactive participants 2019-07-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 241
Number of participants with account balances 2019-07-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 235
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 155
Number of other retired or separated participants entitled to future benefits 2018-07-01 75
Total of all active and inactive participants 2018-07-01 230
Total participants 2018-07-01 230
Number of participants with account balances 2018-07-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 220
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 164
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 71
Total of all active and inactive participants 2017-07-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 235
Number of participants with account balances 2017-07-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 206
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 156
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 64
Total of all active and inactive participants 2016-07-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 220
Number of participants with account balances 2016-07-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 201
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 148
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 58
Total of all active and inactive participants 2015-07-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 206
Number of participants with account balances 2015-07-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 185
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 148
Number of other retired or separated participants entitled to future benefits 2014-07-01 53
Total of all active and inactive participants 2014-07-01 201
Total participants 2014-07-01 201
Number of participants with account balances 2014-07-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 175
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 141
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 44
Total of all active and inactive participants 2013-07-01 185
Total participants 2013-07-01 185
Number of participants with account balances 2013-07-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 165
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 126
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 49
Total of all active and inactive participants 2012-07-01 175
Total participants 2012-07-01 175
Number of participants with account balances 2012-07-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 156
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 122
Number of other retired or separated participants entitled to future benefits 2011-07-01 43
Total of all active and inactive participants 2011-07-01 165
Total participants 2011-07-01 165
Number of participants with account balances 2011-07-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 145
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 114
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 7
Total of all active and inactive participants 2009-07-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 121
Number of participants with account balances 2009-07-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2021: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	233
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	144
Number of retired or separated participants receiving benefits	2021-07-01	16
Number of other retired or separated participants entitled to future benefits	2021-07-01	79
Total of all active and inactive participants	2021-07-01	239
Total participants	2021-07-01	239
Number of participants with account balances	2021-07-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	241
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	149
Number of retired or separated participants receiving benefits	2020-07-01	3
Number of other retired or separated participants entitled to future benefits	2020-07-01	81
Total of all active and inactive participants	2020-07-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	233
Number of participants with account balances	2020-07-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	230
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	160
Number of other retired or separated participants entitled to future benefits	2019-07-01	81
Total of all active and inactive participants	2019-07-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	241
Number of participants with account balances	2019-07-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	235
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	155
Number of other retired or separated participants entitled to future benefits	2018-07-01	75
Total of all active and inactive participants	2018-07-01	230
Total participants	2018-07-01	230
Number of participants with account balances	2018-07-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	220
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	164
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	71
Total of all active and inactive participants	2017-07-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	235
Number of participants with account balances	2017-07-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	206
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	156
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	64
Total of all active and inactive participants	2016-07-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	220
Number of participants with account balances	2016-07-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	201
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	148
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	58
Total of all active and inactive participants	2015-07-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	206
Number of participants with account balances	2015-07-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	185
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	148
Number of other retired or separated participants entitled to future benefits	2014-07-01	53
Total of all active and inactive participants	2014-07-01	201
Total participants	2014-07-01	201
Number of participants with account balances	2014-07-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	175
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	141
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	44
Total of all active and inactive participants	2013-07-01	185
Total participants	2013-07-01	185
Number of participants with account balances	2013-07-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	165
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	126
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	49
Total of all active and inactive participants	2012-07-01	175
Total participants	2012-07-01	175
Number of participants with account balances	2012-07-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	156
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	122
Number of other retired or separated participants entitled to future benefits	2011-07-01	43
Total of all active and inactive participants	2011-07-01	165
Total participants	2011-07-01	165
Number of participants with account balances	2011-07-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	145
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	114
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	7
Total of all active and inactive participants	2009-07-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	121
Number of participants with account balances	2009-07-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN

Measure	Date	Value
2022 : SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-664,439
Total of all expenses incurred	2022-06-30	$463,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$397,439
Value of total corrective distributions	2022-06-30	$14,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$773,280
Value of total assets at end of year	2022-06-30	$9,994,499
Value of total assets at beginning of year	2022-06-30	$11,122,414
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$51,552
Total interest from all sources	2022-06-30	$1,982
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$841,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$841,804
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$551,341
Participant contributions at end of year	2022-06-30	$30,016
Participant contributions at beginning of year	2022-06-30	$52,831
Participant contributions at end of year	2022-06-30	$20,201
Participant contributions at beginning of year	2022-06-30	$20,134
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$2,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,127,915
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$9,994,499
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$11,122,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$8,435,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$9,478,065
Interest on participant loans	2022-06-30	$1,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$1,501,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$1,367,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-2,281,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$219,117
Employer contributions (assets) at end of year	2022-06-30	$7,865
Employer contributions (assets) at beginning of year	2022-06-30	$203,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$397,439
Contract administrator fees	2022-06-30	$51,552
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	DANIEL DENNIS & COMPANY, LLP
Accountancy firm EIN	2022-06-30	042734675
2021 : SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$3,484,049
Total of all expenses incurred	2021-06-30	$497,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$434,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,122,472
Value of total assets at end of year	2021-06-30	$11,122,414
Value of total assets at beginning of year	2021-06-30	$8,135,931
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$63,103
Total interest from all sources	2021-06-30	$2,865
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$136,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$136,050
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$490,491
Participant contributions at end of year	2021-06-30	$52,831
Participant contributions at beginning of year	2021-06-30	$50,007
Participant contributions at end of year	2021-06-30	$20,134
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$428,408
Administrative expenses (other) incurred	2021-06-30	$58,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$2,986,483
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$11,122,414
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$8,135,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$9,478,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$6,677,038
Interest on participant loans	2021-06-30	$2,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$1,367,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$1,230,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$2,197,852
Net investment gain or loss from common/collective trusts	2021-06-30	$24,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$203,573
Employer contributions (assets) at end of year	2021-06-30	$203,573
Employer contributions (assets) at beginning of year	2021-06-30	$177,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$434,463
Contract administrator fees	2021-06-30	$4,313
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	DANIEL DENNIS & COMPANY, LLP
Accountancy firm EIN	2021-06-30	042734675
2020 : SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$874,780
Total of all expenses incurred	2020-06-30	$961,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$912,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$697,560
Value of total assets at end of year	2020-06-30	$8,135,931
Value of total assets at beginning of year	2020-06-30	$8,222,254
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$48,155
Total interest from all sources	2020-06-30	$4,107
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$373,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$373,336
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$444,088
Participant contributions at end of year	2020-06-30	$50,007
Participant contributions at beginning of year	2020-06-30	$60,299
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$75,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$-86,323
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$8,135,931
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$8,222,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$6,677,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$6,297,697
Interest on participant loans	2020-06-30	$3,431
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$1,230,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$1,696,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$-200,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$177,896
Employer contributions (assets) at end of year	2020-06-30	$177,896
Employer contributions (assets) at beginning of year	2020-06-30	$168,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$912,948
Contract administrator fees	2020-06-30	$48,155
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	DANIEL DENNIS & COMPANY, LLP
Accountancy firm EIN	2020-06-30	042734675
2019 : SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$965,965
Total of all expenses incurred	2019-06-30	$646,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$599,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$617,232
Value of total assets at end of year	2019-06-30	$8,222,254
Value of total assets at beginning of year	2019-06-30	$7,902,506
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$46,745
Total interest from all sources	2019-06-30	$4,278
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$412,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$412,146
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$407,969
Participant contributions at end of year	2019-06-30	$60,299
Participant contributions at beginning of year	2019-06-30	$52,318
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$41,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$319,748
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$8,222,254
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$7,902,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$6,297,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$6,177,791
Interest on participant loans	2019-06-30	$3,143
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$1,135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$1,696,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$1,519,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$-97,757
Net investment gain or loss from common/collective trusts	2019-06-30	$30,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$168,130
Employer contributions (assets) at end of year	2019-06-30	$168,130
Employer contributions (assets) at beginning of year	2019-06-30	$153,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$599,472
Contract administrator fees	2019-06-30	$46,745
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	ANSTISS & CO., P.C.
Accountancy firm EIN	2019-06-30	042917204
2018 : SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$1,108,696
Total of all expenses incurred	2018-06-30	$238,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$194,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$515,968
Value of total assets at end of year	2018-06-30	$7,902,506
Value of total assets at beginning of year	2018-06-30	$7,032,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$44,787
Total interest from all sources	2018-06-30	$3,206
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$276,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$276,133
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$354,948
Participant contributions at end of year	2018-06-30	$52,318
Participant contributions at beginning of year	2018-06-30	$9,837
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$6,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$869,706
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$7,902,506
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$7,032,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$6,177,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$5,380,236
Interest on participant loans	2018-06-30	$2,587
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$1,519,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$1,493,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$313,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$154,275
Employer contributions (assets) at end of year	2018-06-30	$153,208
Employer contributions (assets) at beginning of year	2018-06-30	$148,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$194,203
Contract administrator fees	2018-06-30	$44,787
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	ANTISS & CO., P.C.
Accountancy firm EIN	2018-06-30	042917204
2017 : SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$1,254,562
Total of all expenses incurred	2017-06-30	$263,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$226,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$505,790
Value of total assets at end of year	2017-06-30	$7,032,800
Value of total assets at beginning of year	2017-06-30	$6,041,259
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$36,879
Total interest from all sources	2017-06-30	$436
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$188,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$188,567
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$354,895
Participant contributions at end of year	2017-06-30	$9,837
Participant contributions at beginning of year	2017-06-30	$16,154
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$1,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$991,541
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$7,032,800
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$6,041,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$5,380,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$4,381,497
Interest on participant loans	2017-06-30	$436
Value of interest in common/collective trusts at beginning of year	2017-06-30	$326,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$1,493,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$1,168,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$559,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$148,957
Employer contributions (assets) at end of year	2017-06-30	$148,957
Employer contributions (assets) at beginning of year	2017-06-30	$148,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$226,142
Contract administrator fees	2017-06-30	$36,879
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	ANSTISS & CO., P.C.
Accountancy firm EIN	2017-06-30	042917204
2016 : SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$538,160
Total of all expenses incurred	2016-06-30	$85,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$59,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$544,950
Value of total assets at end of year	2016-06-30	$6,041,259
Value of total assets at beginning of year	2016-06-30	$5,588,828
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$26,500
Total interest from all sources	2016-06-30	$1,260
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$229,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$229,583
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$320,510
Participant contributions at end of year	2016-06-30	$16,154
Participant contributions at beginning of year	2016-06-30	$19,071
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$75,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$452,431
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$6,041,259
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$5,588,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$4,381,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$4,063,456
Interest on participant loans	2016-06-30	$620
Value of interest in common/collective trusts at end of year	2016-06-30	$326,477
Value of interest in common/collective trusts at beginning of year	2016-06-30	$291,309
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$1,168,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$1,087,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-250,497
Net investment gain or loss from common/collective trusts	2016-06-30	$12,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$148,796
Employer contributions (assets) at end of year	2016-06-30	$148,796
Employer contributions (assets) at beginning of year	2016-06-30	$127,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$59,229
Contract administrator fees	2016-06-30	$26,500
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	ANSTISS & CO., P.C.
Accountancy firm EIN	2016-06-30	042917204
2015 : SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$980,168
Total of all expenses incurred	2015-06-30	$216,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$191,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$784,144
Value of total assets at end of year	2015-06-30	$5,588,828
Value of total assets at beginning of year	2015-06-30	$4,824,834
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$24,930
Total interest from all sources	2015-06-30	$673
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$59,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$59,830
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$312,423
Participant contributions at end of year	2015-06-30	$19,071
Participant contributions at beginning of year	2015-06-30	$18,196
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$344,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$763,994
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$5,588,828
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$4,824,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$24,930
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$4,063,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$3,611,820
Interest on participant loans	2015-06-30	$673
Value of interest in common/collective trusts at end of year	2015-06-30	$291,309
Value of interest in common/collective trusts at beginning of year	2015-06-30	$212,443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$1,087,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$870,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$117,789
Net investment gain or loss from common/collective trusts	2015-06-30	$17,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$127,267
Employer contributions (assets) at end of year	2015-06-30	$127,267
Employer contributions (assets) at beginning of year	2015-06-30	$111,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$191,244
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	ANSTISS CO., P.C.
Accountancy firm EIN	2015-06-30	042917204
2014 : SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$1,048,719
Total of all expenses incurred	2014-06-30	$181,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$159,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$387,165
Value of total assets at end of year	2014-06-30	$4,824,834
Value of total assets at beginning of year	2014-06-30	$3,957,672
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$21,590
Total interest from all sources	2014-06-30	$24,570
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$158,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$158,861
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$271,131
Participant contributions at end of year	2014-06-30	$18,196
Participant contributions at beginning of year	2014-06-30	$17,354
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$4,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$867,162
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$4,824,834
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$3,957,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$3,611,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$2,810,414
Interest on participant loans	2014-06-30	$1,307
Value of interest in common/collective trusts at end of year	2014-06-30	$212,443
Value of interest in common/collective trusts at beginning of year	2014-06-30	$191,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$35,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$35,090
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$23,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$870,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$806,948
Net investment gain or loss from common/collective trusts	2014-06-30	$47,437
Net gain/loss from 103.12 investment entities	2014-06-30	$430,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$111,541
Employer contributions (assets) at end of year	2014-06-30	$111,541
Employer contributions (assets) at beginning of year	2014-06-30	$96,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$159,967
Contract administrator fees	2014-06-30	$21,590
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	ANSTISS 7 CO., P.C.
Accountancy firm EIN	2014-06-30	042917204
2013 : SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-06-30	$809,439
Total of all expenses incurred	2013-06-30	$203,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$186,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$366,807
Value of total assets at end of year	2013-06-30	$3,957,672
Value of total assets at beginning of year	2013-06-30	$3,351,547
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$17,236
Total interest from all sources	2013-06-30	$1,460
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$80,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$80,577
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$336,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$238,311
Participant contributions at end of year	2013-06-30	$17,354
Participant contributions at beginning of year	2013-06-30	$5,868
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$31,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$606,125
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$3,957,672
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$3,351,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$17,236
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$2,810,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$2,342,006
Interest on participant loans	2013-06-30	$1,460
Value of interest in common/collective trusts at end of year	2013-06-30	$191,104
Value of interest in common/collective trusts at beginning of year	2013-06-30	$122,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$35,090
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$36,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$36,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$806,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$748,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$332,964
Net investment gain or loss from common/collective trusts	2013-06-30	$27,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$96,762
Employer contributions (assets) at end of year	2013-06-30	$96,762
Employer contributions (assets) at beginning of year	2013-06-30	$95,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$186,078
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	ANSTISS & CO., P.C.
Accountancy firm EIN	2013-06-30	042917204
2012 : SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-06-30	$361,608
Total of all expenses incurred	2012-06-30	$114,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$99,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$345,435
Value of total assets at end of year	2012-06-30	$3,351,547
Value of total assets at beginning of year	2012-06-30	$3,104,147
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$14,428
Total interest from all sources	2012-06-30	$1,389
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$83,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$83,251
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$300,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$249,446
Participant contributions at end of year	2012-06-30	$5,868
Participant contributions at beginning of year	2012-06-30	$9,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$247,400
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$3,351,547
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$3,104,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$14,428
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$2,342,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$2,159,300
Interest on participant loans	2012-06-30	$1,389
Value of interest in common/collective trusts at end of year	2012-06-30	$122,161
Value of interest in common/collective trusts at beginning of year	2012-06-30	$84,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$36,763
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$40,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$40,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$748,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$717,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-75,304
Net investment gain or loss from common/collective trusts	2012-06-30	$6,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$95,989
Employer contributions (assets) at end of year	2012-06-30	$95,989
Employer contributions (assets) at beginning of year	2012-06-30	$92,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$99,780
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	ANSTISS AND CO, P.C.
Accountancy firm EIN	2012-06-30	042917204
2011 : SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-06-30	$753,199
Total of all expenses incurred	2011-06-30	$142,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$127,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$292,057
Value of total assets at end of year	2011-06-30	$3,104,147
Value of total assets at beginning of year	2011-06-30	$2,493,163
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$15,016
Total interest from all sources	2011-06-30	$61,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$260,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$199,161
Participant contributions at end of year	2011-06-30	$9,165
Participant contributions at beginning of year	2011-06-30	$12,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$610,984
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$3,104,147
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,493,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$15,016
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$2,159,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,592,324
Interest on participant loans	2011-06-30	$1,670
Value of interest in common/collective trusts at end of year	2011-06-30	$84,765
Value of interest in common/collective trusts at beginning of year	2011-06-30	$81,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$40,235
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$41,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$41,321
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$59,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$717,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$679,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$375,733
Net investment gain or loss from common/collective trusts	2011-06-30	$24,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$92,896
Employer contributions (assets) at end of year	2011-06-30	$92,896
Employer contributions (assets) at beginning of year	2011-06-30	$86,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$127,199
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN	2011-06-30	042571780

Form 5500 Responses for SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN

2021: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401K RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-JHOM

Policy instance

Insurance contract or identification number	GAP-B2-JHOM
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-JHOM

Policy instance

Insurance contract or identification number	GAP-B2-JHOM
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-JHOM

Policy instance

Insurance contract or identification number	GAP-B2-JHOM
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-JHOM

Policy instance

Insurance contract or identification number	GAP-B2-JHOM
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-JHOM

Policy instance

Insurance contract or identification number	GAP-B2-JHOM
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-HW19

Policy instance

Insurance contract or identification number	GAP-B2-HW19
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $4,535
Total amount of fees paid to insurance company	USD $1,134
Insurance broker name	COMMONWEALTH FINANCIAL NETWORK

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-HW19

Policy instance

Insurance contract or identification number	GAP-B2-HW19
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $4,068
Total amount of fees paid to insurance company	USD $1,017
Commission paid to Insurance Broker	USD $4,068
Amount paid for insurance broker fees	1017
Insurance broker name	COMMONWEALTH FINANCIAL NETWORK

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-HW19

Policy instance

Insurance contract or identification number	GAP-B2-HW19
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $3,369
Total amount of fees paid to insurance company	USD $842
Commission paid to Insurance Broker	USD $3,369
Amount paid for insurance broker fees	842
Insurance broker name	COMMONWEALTH FINANCIAL NETWORK

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-HW19

Policy instance

Insurance contract or identification number	GAP-B2-HW19
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $2,419
Total amount of fees paid to insurance company	USD $779
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,419
Amount paid for insurance broker fees	726
Additional information about fees paid to insurance broker	ADMINISTRATION
Insurance broker name	COMMONWEALTH FINANCIAL NETWORK

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-HW19

Policy instance

Insurance contract or identification number	GAP-B2-HW19
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $2,905
Total amount of fees paid to insurance company	USD $726
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-HW19

Policy instance

Insurance contract or identification number	GAP-B2-HW19
Number of Individuals Covered	119
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $2,783
Total amount of fees paid to insurance company	USD $696
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC.
Employer identification number (EIN):	042515020
NAIC Classification:	624100
NAIC Description:	Individual and Family Services