401k Plan data: JEROME HOME 403(B) PLAN plan

JEROME HOME 403(B) PLAN 401k Plan overview

Plan Name	JEROME HOME 403(B) PLAN
Plan identification number	003

JEROME HOME 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JEROME HOME has sponsored the creation of one or more 401k plans.

Company Name: JEROME HOME

Employer identification number (EIN): 060646690

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEROME HOME 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 LORI TOOMBS
003 2016-01-01 LORI TOOMBS
003 2015-12-21 LORI TOOMBS
003 2015-12-17 LORI TOOMBS

Plan Statistics for JEROME HOME 403(B) PLAN

401k plan membership statisitcs for JEROME HOME 403(B) PLAN

Measure Date Value
2022: JEROME HOME 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 619
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 269
Number of retired or separated participants receiving benefits 2022-01-01 11
Number of other retired or separated participants entitled to future benefits 2022-01-01 119
Total of all active and inactive participants 2022-01-01 399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 399
Number of participants with account balances 2022-01-01 372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JEROME HOME 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 598
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 243
Number of retired or separated participants receiving benefits 2021-01-01 52
Number of other retired or separated participants entitled to future benefits 2021-01-01 319
Total of all active and inactive participants 2021-01-01 614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 614
Number of participants with account balances 2021-01-01 590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JEROME HOME 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 509
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 289
Number of retired or separated participants receiving benefits 2020-01-01 59
Number of other retired or separated participants entitled to future benefits 2020-01-01 257
Total of all active and inactive participants 2020-01-01 605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 605
Number of participants with account balances 2020-01-01 556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JEROME HOME 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 447
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 283
Number of retired or separated participants receiving benefits 2019-01-01 10
Number of other retired or separated participants entitled to future benefits 2019-01-01 212
Total of all active and inactive participants 2019-01-01 505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 505
Number of participants with account balances 2019-01-01 469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JEROME HOME 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 403
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 266
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 176
Total of all active and inactive participants 2018-01-01 447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 447
Number of participants with account balances 2018-01-01 416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JEROME HOME 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 348
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 283
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 115
Total of all active and inactive participants 2017-01-01 402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 402
Number of participants with account balances 2017-01-01 358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JEROME HOME 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 275
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 299
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 47
Total of all active and inactive participants 2016-01-01 348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 348
Number of participants with account balances 2016-01-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JEROME HOME 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-12-21 249
Total number of active participants reported on line 7a of the Form 5500 2015-12-21 270
Number of retired or separated participants receiving benefits 2015-12-21 0
Number of other retired or separated participants entitled to future benefits 2015-12-21 1
Total of all active and inactive participants 2015-12-21 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-12-21 0
Total participants 2015-12-21 271
Number of participants with account balances 2015-12-21 223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-12-21 0
Total participants, beginning-of-year 2015-12-17 249
Total number of active participants reported on line 7a of the Form 5500 2015-12-17 270
Number of retired or separated participants receiving benefits 2015-12-17 0
Number of other retired or separated participants entitled to future benefits 2015-12-17 1
Total of all active and inactive participants 2015-12-17 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-12-17 0
Total participants 2015-12-17 271
Number of participants with account balances 2015-12-17 223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-12-17 0

Measure	Date	Value
2022: JEROME HOME 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	619
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	269
Number of retired or separated participants receiving benefits	2022-01-01	11
Number of other retired or separated participants entitled to future benefits	2022-01-01	119
Total of all active and inactive participants	2022-01-01	399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	399
Number of participants with account balances	2022-01-01	372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JEROME HOME 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	598
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	243
Number of retired or separated participants receiving benefits	2021-01-01	52
Number of other retired or separated participants entitled to future benefits	2021-01-01	319
Total of all active and inactive participants	2021-01-01	614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	614
Number of participants with account balances	2021-01-01	590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JEROME HOME 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	509
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	289
Number of retired or separated participants receiving benefits	2020-01-01	59
Number of other retired or separated participants entitled to future benefits	2020-01-01	257
Total of all active and inactive participants	2020-01-01	605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	605
Number of participants with account balances	2020-01-01	556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JEROME HOME 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	447
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	283
Number of retired or separated participants receiving benefits	2019-01-01	10
Number of other retired or separated participants entitled to future benefits	2019-01-01	212
Total of all active and inactive participants	2019-01-01	505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	505
Number of participants with account balances	2019-01-01	469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JEROME HOME 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	403
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	266
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	176
Total of all active and inactive participants	2018-01-01	447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	447
Number of participants with account balances	2018-01-01	416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JEROME HOME 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	348
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	283
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	115
Total of all active and inactive participants	2017-01-01	402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	402
Number of participants with account balances	2017-01-01	358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JEROME HOME 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	275
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	299
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	47
Total of all active and inactive participants	2016-01-01	348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	348
Number of participants with account balances	2016-01-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JEROME HOME 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-12-21	249
Total number of active participants reported on line 7a of the Form 5500	2015-12-21	270
Number of retired or separated participants receiving benefits	2015-12-21	0
Number of other retired or separated participants entitled to future benefits	2015-12-21	1
Total of all active and inactive participants	2015-12-21	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-12-21	0
Total participants	2015-12-21	271
Number of participants with account balances	2015-12-21	223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-12-21	0
Total participants, beginning-of-year	2015-12-17	249
Total number of active participants reported on line 7a of the Form 5500	2015-12-17	270
Number of retired or separated participants receiving benefits	2015-12-17	0
Number of other retired or separated participants entitled to future benefits	2015-12-17	1
Total of all active and inactive participants	2015-12-17	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-12-17	0
Total participants	2015-12-17	271
Number of participants with account balances	2015-12-17	223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-12-17	0

Financial Data on JEROME HOME 403(B) PLAN

Measure	Date	Value
2022 : JEROME HOME 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-353,577
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$592,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$570,451
Expenses. Certain deemed distributions of participant loans	2022-12-31	$2,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$502,795
Value of total assets at end of year	2022-12-31	$5,485,411
Value of total assets at beginning of year	2022-12-31	$6,431,574
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$19,852
Total interest from all sources	2022-12-31	$2,247
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
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	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$492,990
Participant contributions at end of year	2022-12-31	$45,060
Participant contributions at beginning of year	2022-12-31	$50,428
Participant contributions at end of year	2022-12-31	$12
Participant contributions at beginning of year	2022-12-31	$12
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$9,805
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	$-946,163
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,485,411
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,431,574
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	$4,033,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,138,233
Interest on participant loans	2022-12-31	$2,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,406,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,241,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-858,619
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
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$570,451
Contract administrator fees	2022-12-31	$19,852
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	Yes
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	CROWE, LLP
Accountancy firm EIN	2022-12-31	350921680
2021 : JEROME HOME 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,177,642
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$738,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$718,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$458,443
Value of total assets at end of year	2021-12-31	$6,431,574
Value of total assets at beginning of year	2021-12-31	$5,992,079
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$19,469
Total interest from all sources	2021-12-31	$5,531
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$19,469
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$457,477
Participant contributions at end of year	2021-12-31	$50,428
Participant contributions at beginning of year	2021-12-31	$103,134
Participant contributions at end of year	2021-12-31	$12
Participant contributions at beginning of year	2021-12-31	$12
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$-582
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	$439,495
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,431,574
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,992,079
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	$5,138,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,657,772
Interest on participant loans	2021-12-31	$5,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,241,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,231,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$713,668
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
Contributions received in cash from employer	2021-12-31	$966
Employer contributions (assets) at end of year	2021-12-31	$966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$718,678
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	Yes
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	CROWE, LLP
Accountancy firm EIN	2021-12-31	350921680
2020 : JEROME HOME 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,111,704
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$292,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$282,626
Expenses. Certain deemed distributions of participant loans	2020-12-31	$565
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$462,523
Value of total assets at end of year	2020-12-31	$5,992,079
Value of total assets at beginning of year	2020-12-31	$5,173,048
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$9,482
Total interest from all sources	2020-12-31	$6,108
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$9,482
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$448,711
Participant contributions at end of year	2020-12-31	$103,134
Participant contributions at beginning of year	2020-12-31	$120,619
Participant contributions at end of year	2020-12-31	$12
Participant contributions at beginning of year	2020-12-31	$899
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$13,812
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$-582
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$74
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	$819,031
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,992,079
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,173,048
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	$4,657,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,899,248
Interest on participant loans	2020-12-31	$6,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,231,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,152,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$643,073
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	$282,626
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	Yes
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
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CROWE, LLP
Accountancy firm EIN	2020-12-31	350921680
2019 : JEROME HOME 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,290,684
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$536,248
Total of all expenses incurred	2019-12-31	$536,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$520,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$554,511
Value of total assets at end of year	2019-12-31	$5,173,048
Value of total assets at end of year	2019-12-31	$5,173,048
Value of total assets at beginning of year	2019-12-31	$4,418,612
Value of total assets at beginning of year	2019-12-31	$4,418,612
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,013
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,013
Total interest from all sources	2019-12-31	$5,344
Total interest from all sources	2019-12-31	$5,344
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$16,013
Administrative expenses professional fees incurred	2019-12-31	$16,013
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	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	$427,782
Contributions received from participants	2019-12-31	$427,782
Participant contributions at end of year	2019-12-31	$120,619
Participant contributions at end of year	2019-12-31	$120,619
Participant contributions at beginning of year	2019-12-31	$108,913
Participant contributions at beginning of year	2019-12-31	$108,913
Participant contributions at end of year	2019-12-31	$899
Participant contributions at end of year	2019-12-31	$899
Participant contributions at beginning of year	2019-12-31	$31,614
Participant contributions at beginning of year	2019-12-31	$31,614
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$126,729
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$126,729
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$74
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$74
Other income not declared elsewhere	2019-12-31	$1,987
Other income not declared elsewhere	2019-12-31	$1,987
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
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	$754,436
Value of net income/loss	2019-12-31	$754,436
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,173,048
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,173,048
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,418,612
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,418,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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	$3,899,248
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,899,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,168,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,168,274
Interest on participant loans	2019-12-31	$5,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,152,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,152,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,109,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,109,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$728,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$728,842
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	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	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	$520,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$520,235
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	Yes
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	Yes
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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	CROWE, LLP
Accountancy firm name	2019-12-31	CROWE, LLP
Accountancy firm EIN	2019-12-31	350921680
Accountancy firm EIN	2019-12-31	350921680
2018 : JEROME HOME 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$208,099
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$278,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$254,466
Expenses. Certain deemed distributions of participant loans	2018-12-31	$5,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$392,510
Value of total assets at end of year	2018-12-31	$4,418,612
Value of total assets at beginning of year	2018-12-31	$4,488,786
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,194
Total interest from all sources	2018-12-31	$5,213
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$18,194
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$392,510
Participant contributions at end of year	2018-12-31	$108,913
Participant contributions at beginning of year	2018-12-31	$98,509
Participant contributions at end of year	2018-12-31	$31,614
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	$-70,174
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,418,612
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,488,786
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	$3,168,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,312,034
Interest on participant loans	2018-12-31	$5,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,109,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,078,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-189,624
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	$254,466
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	Yes
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	CROWE, LLP
Accountancy firm EIN	2018-12-31	350921680
2017 : JEROME HOME 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$899,088
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$270,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$237,798
Expenses. Certain deemed distributions of participant loans	2017-12-31	$19,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$382,698
Value of total assets at end of year	2017-12-31	$4,488,786
Value of total assets at beginning of year	2017-12-31	$3,860,635
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$13,475
Total interest from all sources	2017-12-31	$4,968
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$13,475
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$382,698
Participant contributions at end of year	2017-12-31	$98,509
Participant contributions at beginning of year	2017-12-31	$141,192
Participant contributions at beginning of year	2017-12-31	$0
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	$628,151
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,488,786
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,860,635
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	$3,312,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,591,444
Income. Interest from loans (other than to participants)	2017-12-31	$4,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,078,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,127,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$511,422
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	$237,798
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	Yes
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	CROWE, LLP
Accountancy firm EIN	2017-12-31	350921680
2016 : JEROME HOME 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$722,723
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$443,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$434,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$541,022
Value of total assets at end of year	2016-12-31	$3,860,635
Value of total assets at beginning of year	2016-12-31	$3,581,006
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,677
Total interest from all sources	2016-12-31	$4,902
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$8,677
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$368,299
Participant contributions at end of year	2016-12-31	$141,192
Participant contributions at beginning of year	2016-12-31	$108,400
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$37,745
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$172,723
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	$279,629
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,860,635
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,581,006
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	$2,591,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,357,957
Interest on participant loans	2016-12-31	$4,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,127,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,076,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$176,799
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	$434,417
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	Yes
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	CROWE HORWATH LLP
Accountancy firm EIN	2016-12-31	350921680
2015 : JEROME HOME 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$3,536,682
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$37,745
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$37,745
Value of total assets at end of year	2015-12-31	$3,574,427
Value of total assets at beginning of year	2015-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$37,069
Was this plan covered by a fidelity bond	2015-12-31	No
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$37,745
Participant contributions at end of year	2015-12-31	$108,400
Participant contributions at end of year	2015-12-31	$37,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$37,745
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,574,427
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$0
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	$2,357,957
Interest on participant loans	2015-12-31	$1,824
Value of interest in master investment trust accounts at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,428,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-30,898
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
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	Yes
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

Form 5500 Responses for JEROME HOME 403(B) PLAN

2022: JEROME HOME 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JEROME HOME 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JEROME HOME 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JEROME HOME 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JEROME HOME 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JEROME HOME 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
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: JEROME HOME 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
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: JEROME HOME 403(B) PLAN 2015 form 5500 responses
2015-12-21	Type of plan entity	Single employer plan
2015-12-21	First time form 5500 has been submitted	Yes
2015-12-21	Submission has been amended	No
2015-12-21	This submission is the final filing	No
2015-12-21	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-12-21	Plan is a collectively bargained plan	No
2015-12-21	Plan funding arrangement – Insurance	Yes
2015-12-21	Plan funding arrangement – Trust	Yes
2015-12-21	Plan benefit arrangement – Insurance	Yes
2015-12-21	Plan benefit arrangement - Trust	Yes
2015-12-17	Type of plan entity	Single employer plan
2015-12-17	Submission has been amended	Yes
2015-12-17	This submission is the final filing	No
2015-12-17	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-12-17	Plan is a collectively bargained plan	No
2015-12-17	Plan funding arrangement – Insurance	Yes
2015-12-17	Plan funding arrangement – Trust	Yes
2015-12-17	Plan benefit arrangement – Insurance	Yes
2015-12-17	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374774-01

Policy instance

Insurance contract or identification number	374774-01
Number of Individuals Covered	141
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374774-01

Policy instance

Insurance contract or identification number	374774-01
Number of Individuals Covered	202
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374774-01

Policy instance

Insurance contract or identification number	374774-01
Number of Individuals Covered	216
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374774-01

Policy instance

Insurance contract or identification number	374774-01
Number of Individuals Covered	192
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 $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374774-01

Policy instance

Insurance contract or identification number	374774-01
Number of Individuals Covered	219
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 $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

374774-01

Policy instance

Insurance contract or identification number	374774-01
Number of Individuals Covered	246
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	JEROME HOME
Employer identification number (EIN):	060646690
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities