401k Plan data: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN plan

GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN
Plan identification number	002

GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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

GRODEN CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name: GRODEN CENTER, INC.

Employer identification number (EIN): 050369378

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 GRACE TOE 2023-10-15 GRACE TOE 2023-10-15
002 2021-01-01 GRACE TOE 2022-10-14 GRACE TOE 2022-10-14
002 2020-01-01 GRACE TOE 2021-10-05 GRACE TPE 2021-10-05
002 2019-01-01 GRACE TOE 2020-09-26
002 2018-01-01 GRACE TOE 2019-10-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 HELEN MORCOS
002 2011-01-01 HELEN MORCOS
002 2009-01-01 HELEN MORCOS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	GRACE TOE	2023-10-15	GRACE TOE	2023-10-15
002	2021-01-01	GRACE TOE	2022-10-14	GRACE TOE	2022-10-14
002	2020-01-01	GRACE TOE	2021-10-05	GRACE TPE	2021-10-05
002	2019-01-01	GRACE TOE	2020-09-26
002	2018-01-01	GRACE TOE	2019-10-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	HELEN MORCOS
002	2011-01-01	HELEN MORCOS
002	2009-01-01	HELEN MORCOS

Plan Statistics for GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN

401k plan membership statisitcs for GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2022: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 79
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 37
Total of all active and inactive participants 2022-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 116
Number of participants with account balances 2022-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 84
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 37
Total of all active and inactive participants 2021-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 121
Number of participants with account balances 2021-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 88
Number of other retired or separated participants entitled to future benefits 2020-01-01 34
Total of all active and inactive participants 2020-01-01 122
Total participants 2020-01-01 122
Number of participants with account balances 2020-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 89
Number of other retired or separated participants entitled to future benefits 2019-01-01 34
Total of all active and inactive participants 2019-01-01 123
Total participants 2019-01-01 123
Number of participants with account balances 2019-01-01 117
2018: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 91
Number of other retired or separated participants entitled to future benefits 2018-01-01 34
Total of all active and inactive participants 2018-01-01 125
Total participants 2018-01-01 125
Number of participants with account balances 2018-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 120
2017: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 95
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 33
Total of all active and inactive participants 2017-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 129
Number of participants with account balances 2017-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 97
Number of other retired or separated participants entitled to future benefits 2016-01-01 36
Total of all active and inactive participants 2016-01-01 133
Total participants 2016-01-01 133
Number of participants with account balances 2016-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 98
Number of other retired or separated participants entitled to future benefits 2015-01-01 41
Total of all active and inactive participants 2015-01-01 139
Total participants 2015-01-01 139
Number of participants with account balances 2015-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 105
Number of other retired or separated participants entitled to future benefits 2014-01-01 37
Total of all active and inactive participants 2014-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 142
Number of participants with account balances 2014-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 112
Number of other retired or separated participants entitled to future benefits 2013-01-01 36
Total of all active and inactive participants 2013-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 149
Number of participants with account balances 2013-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 121
Total of all active and inactive participants 2012-01-01 121
Total participants 2012-01-01 121
Number of participants with account balances 2012-01-01 161
2011: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 135
Number of retired or separated participants receiving benefits 2011-01-01 31
Total of all active and inactive participants 2011-01-01 166
Total participants 2011-01-01 166
Number of participants with account balances 2011-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 330
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 69
Number of retired or separated participants receiving benefits 2009-01-01 27
Total of all active and inactive participants 2009-01-01 96
Total participants 2009-01-01 96
Number of participants with account balances 2009-01-01 96

Measure	Date	Value
2022: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	79
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	37
Total of all active and inactive participants	2022-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	116
Number of participants with account balances	2022-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	84
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	37
Total of all active and inactive participants	2021-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	121
Number of participants with account balances	2021-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	88
Number of other retired or separated participants entitled to future benefits	2020-01-01	34
Total of all active and inactive participants	2020-01-01	122
Total participants	2020-01-01	122
Number of participants with account balances	2020-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	89
Number of other retired or separated participants entitled to future benefits	2019-01-01	34
Total of all active and inactive participants	2019-01-01	123
Total participants	2019-01-01	123
Number of participants with account balances	2019-01-01	117
2018: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	91
Number of other retired or separated participants entitled to future benefits	2018-01-01	34
Total of all active and inactive participants	2018-01-01	125
Total participants	2018-01-01	125
Number of participants with account balances	2018-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	120
2017: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	95
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	33
Total of all active and inactive participants	2017-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	129
Number of participants with account balances	2017-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	97
Number of other retired or separated participants entitled to future benefits	2016-01-01	36
Total of all active and inactive participants	2016-01-01	133
Total participants	2016-01-01	133
Number of participants with account balances	2016-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	98
Number of other retired or separated participants entitled to future benefits	2015-01-01	41
Total of all active and inactive participants	2015-01-01	139
Total participants	2015-01-01	139
Number of participants with account balances	2015-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	105
Number of other retired or separated participants entitled to future benefits	2014-01-01	37
Total of all active and inactive participants	2014-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	142
Number of participants with account balances	2014-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	112
Number of other retired or separated participants entitled to future benefits	2013-01-01	36
Total of all active and inactive participants	2013-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	149
Number of participants with account balances	2013-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	121
Total of all active and inactive participants	2012-01-01	121
Total participants	2012-01-01	121
Number of participants with account balances	2012-01-01	161
2011: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	135
Number of retired or separated participants receiving benefits	2011-01-01	31
Total of all active and inactive participants	2011-01-01	166
Total participants	2011-01-01	166
Number of participants with account balances	2011-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	330
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	69
Number of retired or separated participants receiving benefits	2009-01-01	27
Total of all active and inactive participants	2009-01-01	96
Total participants	2009-01-01	96
Number of participants with account balances	2009-01-01	96

Financial Data on GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN

Measure	Date	Value
2022 : GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-563,600
Total of all expenses incurred	2022-12-31	$553,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$553,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$106,761
Value of total assets at end of year	2022-12-31	$8,879,925
Value of total assets at beginning of year	2022-12-31	$9,996,849
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$274
Total interest from all sources	2022-12-31	$163,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$750,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$80,543
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$26,218
Administrative expenses (other) incurred	2022-12-31	$274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,116,924
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,879,925
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,996,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,290,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,445,932
Interest earned on other investments	2022-12-31	$163,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$5,589,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$5,550,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-833,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$553,050
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	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MULLEN SCORPIO CERILLI
Accountancy firm EIN	2022-12-31	050392605
2021 : GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,010,381
Total of all expenses incurred	2021-12-31	$235,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$234,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$254,476
Value of total assets at end of year	2021-12-31	$9,996,849
Value of total assets at beginning of year	2021-12-31	$9,221,492
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$451
Total interest from all sources	2021-12-31	$162,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$750,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$95,701
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$158,775
Administrative expenses (other) incurred	2021-12-31	$451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$775,357
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,996,849
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,221,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,445,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,808,936
Interest earned on other investments	2021-12-31	$162,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$5,550,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$5,412,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$593,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$234,573
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	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MULLEN SCORPIO CERILLI
Accountancy firm EIN	2021-12-31	050392605
2020 : GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,484,039
Total of all expenses incurred	2020-12-31	$218,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$217,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$693,712
Value of total assets at end of year	2020-12-31	$9,221,492
Value of total assets at beginning of year	2020-12-31	$7,955,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$167
Total interest from all sources	2020-12-31	$154,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$750,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$100,482
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$593,230
Administrative expenses (other) incurred	2020-12-31	$167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,265,962
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,221,492
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,955,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,808,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,804,273
Interest earned on other investments	2020-12-31	$154,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$5,412,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$5,151,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$635,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$217,910
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	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
2019 : GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,085,833
Total of all expenses incurred	2019-12-31	$249,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$249,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$390,174
Value of total assets at end of year	2019-12-31	$7,955,530
Value of total assets at beginning of year	2019-12-31	$7,119,254
Total interest from all sources	2019-12-31	$146,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$750,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$115,947
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$274,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$836,276
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,955,530
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,119,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,804,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,190,489
Interest earned on other investments	2019-12-31	$146,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$5,151,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,928,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$549,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$249,557
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	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MULLEN SCORPIO CERILLI
Accountancy firm EIN	2019-12-31	050392605
2018 : GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$112,027
Total of all expenses incurred	2018-12-31	$340,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$340,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$159,863
Value of total assets at end of year	2018-12-31	$7,119,254
Value of total assets at beginning of year	2018-12-31	$7,348,091
Total interest from all sources	2018-12-31	$143,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$750,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$136,264
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$23,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-228,837
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,119,254
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,348,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,190,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,488,388
Interest earned on other investments	2018-12-31	$143,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$4,928,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$4,859,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-191,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$340,864
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	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MULLEN SCORPIO CERILLI
Accountancy firm EIN	2018-12-31	050392605
2017 : GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,776,859
Total of all expenses incurred	2017-12-31	$3,007,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,007,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,219,901
Value of total assets at end of year	2017-12-31	$7,348,092
Value of total assets at beginning of year	2017-12-31	$6,578,657
Total interest from all sources	2017-12-31	$139,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$750,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$131,781
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$3,088,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$769,435
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,348,092
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,578,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,488,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,139,021
Interest earned on other investments	2017-12-31	$139,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$4,859,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$4,439,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$416,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,007,424
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	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MULLEN SCORPIO CERILLI
Accountancy firm EIN	2017-12-31	050392605
2016 : GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$459,471
Total of all expenses incurred	2016-12-31	$262,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$262,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$153,165
Value of total assets at end of year	2016-12-31	$6,578,657
Value of total assets at beginning of year	2016-12-31	$6,381,339
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$9
Total interest from all sources	2016-12-31	$132,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$750,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$153,165
Administrative expenses (other) incurred	2016-12-31	$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$197,318
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,578,657
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,381,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,139,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,924,019
Interest earned on other investments	2016-12-31	$132,944
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$4,439,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$4,457,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$173,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$262,144
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	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MULLEN SCORPIO CERILLI
Accountancy firm EIN	2016-12-31	050392605
2015 : GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$662,329
Total of all expenses incurred	2015-12-31	$1,608,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,608,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$521,722
Value of total assets at end of year	2015-12-31	$6,381,339
Value of total assets at beginning of year	2015-12-31	$7,327,732
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$19
Total interest from all sources	2015-12-31	$134,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$750,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$521,722
Administrative expenses (other) incurred	2015-12-31	$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-946,393
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,381,339
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,327,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,924,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,623,959
Interest earned on other investments	2015-12-31	$134,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$4,457,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$4,703,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$5,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,608,703
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	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MULLEN SCORPIO CERILLI
Accountancy firm EIN	2015-12-31	050392605
2014 : GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$63,328
Total income from all sources (including contributions)	2014-12-31	$524,546
Total of all expenses incurred	2014-12-31	$105,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$105,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$208,503
Value of total assets at end of year	2014-12-31	$7,327,732
Value of total assets at beginning of year	2014-12-31	$6,845,554
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$-5
Total interest from all sources	2014-12-31	$135,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$750,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$208,503
Administrative expenses (other) incurred	2014-12-31	$-5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$418,850
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,327,732
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,845,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,623,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,379,604
Interest earned on other investments	2014-12-31	$135,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$4,703,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$4,465,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$180,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$105,701
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	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MULLEN SCORPIO CERILLI
Accountancy firm EIN	2014-12-31	050392605
2013 : GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,192,952
Total of all expenses incurred	2013-12-31	$376,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$376,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$569,960
Value of total assets at end of year	2013-12-31	$6,845,554
Value of total assets at beginning of year	2013-12-31	$6,028,840
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$22
Total interest from all sources	2013-12-31	$122,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$750,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$569,960
Administrative expenses (other) incurred	2013-12-31	$22
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$816,714
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,845,554
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,028,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,379,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,082,217
Interest earned on other investments	2013-12-31	$122,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$4,465,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$3,946,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$500,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$376,216
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	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MULLEN SCORPIO CERILLI
Accountancy firm EIN	2013-12-31	050392605
2012 : GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$956,243
Total of all expenses incurred	2012-12-31	$58,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$58,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$638,998
Value of total assets at end of year	2012-12-31	$6,028,840
Value of total assets at beginning of year	2012-12-31	$5,130,705
Total interest from all sources	2012-12-31	$108,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$750,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$638,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$898,135
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,028,840
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,130,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,082,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,653,269
Interest earned on other investments	2012-12-31	$108,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$3,946,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$3,477,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$208,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$58,108
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	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MULLEN SCORPIO CERILLI
Accountancy firm EIN	2012-12-31	050392605
2011 : GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2011 401k financial data
Total transfer of assets to this plan	2011-12-31	$567,322
Total income from all sources (including contributions)	2011-12-31	$421,118
Total of all expenses incurred	2011-12-31	$1,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$354,901
Value of total assets at end of year	2011-12-31	$5,130,705
Value of total assets at beginning of year	2011-12-31	$4,144,231
Total interest from all sources	2011-12-31	$90,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$354,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$419,152
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,130,705
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,144,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,653,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,635,708
Interest earned on other investments	2011-12-31	$90,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$3,477,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,508,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-24,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,966
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	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MULLEN SCORPIO CERILLI
Accountancy firm EIN	2011-12-31	050392605
2010 : GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,656,950
Total of all expenses incurred	2010-12-31	$12,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$12,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,384,468
Value of total assets at end of year	2010-12-31	$4,144,231
Value of total assets at beginning of year	2010-12-31	$2,499,706
Total interest from all sources	2010-12-31	$52,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$750,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,384,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,644,525
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,144,231
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,499,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,635,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,382,203
Interest earned on other investments	2010-12-31	$52,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,508,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,117,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$220,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$12,425
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	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MULLEN SCORPIO CERILLI
Accountancy firm EIN	2010-12-31	050392605

Form 5500 Responses for GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN

2022: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: GRODEN CENTER, INC. TAX-DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

051829-C

Policy instance

Insurance contract or identification number	051829-C
Number of Individuals Covered	116
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

051829-C

Policy instance

Insurance contract or identification number	051829-C
Number of Individuals Covered	121
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $851
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	851
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

051829-C

Policy instance

Insurance contract or identification number	051829-C
Number of Individuals Covered	122
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $851
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	851
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PLAN
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

051829-C

Policy instance

Insurance contract or identification number	051829-C
Number of Individuals Covered	123
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $592
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	592
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PLAN
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

051829-C

Policy instance

Insurance contract or identification number	051829-C
Number of Individuals Covered	125
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $13,201
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	13201
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

051829-C

Policy instance

Insurance contract or identification number	051829-C
Number of Individuals Covered	129
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $323
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	323
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	MUTUAL OF AMERICA

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Company Name:	GRODEN CENTER, INC.
Employer identification number (EIN):	050369378
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities