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401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 401k Plan overview

Plan Name401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC.
Plan identification number 002

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ELDERLY HOUSING MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name:ELDERLY HOUSING MANAGEMENT
Employer identification number (EIN):066049011
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01SALLY NORTON SALLY NORTON2018-10-05
0022016-01-01SALLY NORTON SALLY NORTON2017-10-16
0022015-01-01JILL VANGOR JILL VANGOR2016-06-08
0022014-01-01JILL VANGOR
0022013-01-01JILL VANGOR
0022012-01-01JILL VANGOR
0022011-01-01JILL VANGOR
0022010-01-01JILL ROMATZICK
0022009-01-01JILL ROMATZICK

Plan Statistics for 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC.

401k plan membership statisitcs for 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC.

Measure Date Value
2022: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01413
Total number of active participants reported on line 7a of the Form 55002022-01-01348
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-01156
Total of all active and inactive participants2022-01-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01513
Number of participants with account balances2022-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0153
2021: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01472
Total number of active participants reported on line 7a of the Form 55002021-01-01356
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-0147
Total of all active and inactive participants2021-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01413
Number of participants with account balances2021-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01522
Total number of active participants reported on line 7a of the Form 55002020-01-01411
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0157
Total of all active and inactive participants2020-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01472
Number of participants with account balances2020-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01398
Total number of active participants reported on line 7a of the Form 55002019-01-01412
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0145
Total of all active and inactive participants2019-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01460
Number of participants with account balances2019-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01390
Total number of active participants reported on line 7a of the Form 55002018-01-01328
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0166
Total of all active and inactive participants2018-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01398
Number of participants with account balances2018-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01373
Total number of active participants reported on line 7a of the Form 55002017-01-01328
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0157
Total of all active and inactive participants2017-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01390
Number of participants with account balances2017-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01431
Total number of active participants reported on line 7a of the Form 55002016-01-01319
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01373
Number of participants with account balances2016-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01422
Total number of active participants reported on line 7a of the Form 55002015-01-01301
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01126
Total of all active and inactive participants2015-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01431
Number of participants with account balances2015-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01404
Total number of active participants reported on line 7a of the Form 55002014-01-01290
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01129
Total of all active and inactive participants2014-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01422
Number of participants with account balances2014-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01398
Total number of active participants reported on line 7a of the Form 55002013-01-01263
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01139
Total of all active and inactive participants2013-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01404
Number of participants with account balances2013-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0118
2012: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01393
Total number of active participants reported on line 7a of the Form 55002012-01-01267
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01129
Total of all active and inactive participants2012-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01398
Number of participants with account balances2012-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01403
Total number of active participants reported on line 7a of the Form 55002011-01-01254
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01138
Total of all active and inactive participants2011-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01393
Number of participants with account balances2011-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01390
Total number of active participants reported on line 7a of the Form 55002010-01-01253
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01148
Total of all active and inactive participants2010-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01403
Number of participants with account balances2010-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01394
Total number of active participants reported on line 7a of the Form 55002009-01-01259
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01130
Total of all active and inactive participants2009-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01390
Number of participants with account balances2009-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC.

Measure Date Value
2022 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,429,945
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,002,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,950,438
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,317,531
Value of total assets at end of year2022-12-31$17,251,156
Value of total assets at beginning of year2022-12-31$20,683,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$52,131
Total interest from all sources2022-12-31$110,249
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$668,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$668,579
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$637,989
Participant contributions at end of year2022-12-31$364,864
Participant contributions at beginning of year2022-12-31$382,829
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$8,624
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$10,965
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-3,432,514
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,251,156
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,683,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$37,274
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,293,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,947,999
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$18,119
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$92,130
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,924,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,721,540
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,526,304
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$668,577
Employer contributions (assets) at end of year2022-12-31$668,577
Employer contributions (assets) at beginning of year2022-12-31$622,678
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,950,438
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$14,857
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$3,601,555
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$651,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$590,510
Expenses. Certain deemed distributions of participant loans2021-12-31$2,063
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,350,453
Value of total assets at end of year2021-12-31$20,683,670
Value of total assets at beginning of year2021-12-31$17,733,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$58,517
Total interest from all sources2021-12-31$106,469
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,078,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,078,050
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$642,195
Participant contributions at end of year2021-12-31$382,829
Participant contributions at beginning of year2021-12-31$401,891
Participant contributions at end of year2021-12-31$8,624
Participant contributions at beginning of year2021-12-31$16,297
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$85,580
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,950,465
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,683,670
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,733,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$49,447
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,947,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,207,579
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$19,190
Interest earned on other investments2021-12-31$87,279
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,721,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,443,100
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,066,583
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$622,678
Employer contributions (assets) at end of year2021-12-31$622,678
Employer contributions (assets) at beginning of year2021-12-31$664,338
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$590,510
Contract administrator fees2021-12-31$9,020
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHN REZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$4,085,167
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,170,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,109,280
Expenses. Certain deemed distributions of participant loans2020-12-31$8,666
Value of total corrective distributions2020-12-31$3,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,724,131
Value of total assets at end of year2020-12-31$17,733,205
Value of total assets at beginning of year2020-12-31$14,818,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,448
Total interest from all sources2020-12-31$115,286
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$711,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$711,074
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$623,451
Participant contributions at end of year2020-12-31$401,891
Participant contributions at beginning of year2020-12-31$556,826
Participant contributions at end of year2020-12-31$16,297
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$435,836
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,915,069
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,733,205
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,818,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$40,240
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,207,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,533,356
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$26,321
Interest earned on other investments2020-12-31$88,965
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,443,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,121,293
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,534,676
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$664,844
Employer contributions (assets) at end of year2020-12-31$664,338
Employer contributions (assets) at beginning of year2020-12-31$606,661
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,109,280
Contract administrator fees2020-12-31$8,208
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHN REZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$3,357,650
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$635,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$596,399
Expenses. Certain deemed distributions of participant loans2019-12-31$23,389
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,751,339
Value of total assets at end of year2019-12-31$14,818,136
Value of total assets at beginning of year2019-12-31$12,096,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,941
Total interest from all sources2019-12-31$104,602
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$132,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$132,744
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$479,206
Participant contributions at end of year2019-12-31$556,826
Participant contributions at beginning of year2019-12-31$432,148
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$665,472
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$15,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,721,921
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,818,136
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,096,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,533,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,013,920
Interest on participant loans2019-12-31$26,745
Interest earned on other investments2019-12-31$77,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,121,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,067,585
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$240,895
Net investment gain/loss from pooled separate accounts2019-12-31$1,128,070
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$606,661
Employer contributions (assets) at end of year2019-12-31$606,661
Employer contributions (assets) at beginning of year2019-12-31$582,562
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$596,399
Contract administrator fees2019-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
2018 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$583,983
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$408,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$395,138
Expenses. Certain deemed distributions of participant loans2018-12-31$7,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,116,438
Value of total assets at end of year2018-12-31$12,096,215
Value of total assets at beginning of year2018-12-31$11,920,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,479
Total interest from all sources2018-12-31$48,628
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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$433,767
Participant contributions at end of year2018-12-31$432,148
Participant contributions at beginning of year2018-12-31$438,150
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$100,109
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$5,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$175,454
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,096,215
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,920,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,013,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,118,622
Interest on participant loans2018-12-31$19,659
Interest earned on other investments2018-12-31$28,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,067,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,754,166
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-581,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$582,562
Employer contributions (assets) at end of year2018-12-31$582,562
Employer contributions (assets) at beginning of year2018-12-31$609,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$395,138
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$2,198,318
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$771,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$766,459
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,035,674
Value of total assets at end of year2017-12-31$11,920,761
Value of total assets at beginning of year2017-12-31$10,494,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,258
Total interest from all sources2017-12-31$44,095
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$404,969
Participant contributions at end of year2017-12-31$438,150
Participant contributions at beginning of year2017-12-31$432,469
Participant contributions at beginning of year2017-12-31$9,439
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$20,882
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$5,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,426,601
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,920,761
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,494,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,118,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,852,702
Interest on participant loans2017-12-31$17,084
Interest earned on other investments2017-12-31$27,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,754,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,611,642
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$1,118,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$609,823
Employer contributions (assets) at end of year2017-12-31$609,823
Employer contributions (assets) at beginning of year2017-12-31$587,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$766,459
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$1,703,212
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$559,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$554,039
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,066,098
Value of total assets at end of year2016-12-31$10,494,160
Value of total assets at beginning of year2016-12-31$9,350,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,751
Total interest from all sources2016-12-31$42,398
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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$383,529
Participant contributions at end of year2016-12-31$432,469
Participant contributions at beginning of year2016-12-31$328,765
Participant contributions at end of year2016-12-31$9,439
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$94,661
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$5,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,143,422
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,494,160
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,350,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,852,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,774,655
Interest on participant loans2016-12-31$15,429
Interest earned on other investments2016-12-31$26,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,611,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,682,256
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$594,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$587,908
Employer contributions (assets) at end of year2016-12-31$587,908
Employer contributions (assets) at beginning of year2016-12-31$565,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$554,039
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHNREZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$918,300
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$620,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$617,443
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$919,084
Value of total assets at end of year2015-12-31$9,350,738
Value of total assets at beginning of year2015-12-31$9,053,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,120
Total interest from all sources2015-12-31$40,195
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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$330,799
Participant contributions at end of year2015-12-31$328,765
Participant contributions at beginning of year2015-12-31$319,692
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$23,223
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$3,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$297,737
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,350,738
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,053,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,774,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,447,367
Interest on participant loans2015-12-31$13,115
Interest earned on other investments2015-12-31$27,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,682,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,757,930
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-40,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$565,062
Employer contributions (assets) at end of year2015-12-31$565,062
Employer contributions (assets) at beginning of year2015-12-31$528,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$617,443
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COHNREZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,372,813
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$801,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$800,890
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$950,523
Value of total assets at end of year2014-12-31$9,053,001
Value of total assets at beginning of year2014-12-31$8,481,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$300
Total interest from all sources2014-12-31$41,906
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$340,764
Participant contributions at end of year2014-12-31$319,692
Participant contributions at beginning of year2014-12-31$353,248
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$81,747
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$571,623
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,053,001
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,481,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,447,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,859,746
Interest on participant loans2014-12-31$14,169
Interest earned on other investments2014-12-31$27,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,757,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,769,648
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$380,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$528,012
Employer contributions (assets) at end of year2014-12-31$528,012
Employer contributions (assets) at beginning of year2014-12-31$498,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$800,890
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,778,354
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$474,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$474,087
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$869,993
Value of total assets at end of year2013-12-31$8,481,378
Value of total assets at beginning of year2013-12-31$7,178,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$900
Total interest from all sources2013-12-31$44,097
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$338,696
Participant contributions at end of year2013-12-31$353,248
Participant contributions at beginning of year2013-12-31$260,719
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$32,561
Administrative expenses (other) incurred2013-12-31$900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,303,367
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,481,378
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,178,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,859,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,669,995
Interest on participant loans2013-12-31$12,891
Interest earned on other investments2013-12-31$31,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,769,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,743,610
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$864,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$498,736
Employer contributions (assets) at end of year2013-12-31$498,736
Employer contributions (assets) at beginning of year2013-12-31$503,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$474,087
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COHNREZNICK LLP
Accountancy firm EIN2013-12-31241478099
2012 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,356,522
Total of all expenses incurred2012-12-31$384,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$383,085
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$945,600
Value of total assets at end of year2012-12-31$7,178,011
Value of total assets at beginning of year2012-12-31$6,205,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,022
Total interest from all sources2012-12-31$54,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$293,845
Participant contributions at end of year2012-12-31$260,719
Participant contributions at beginning of year2012-12-31$247,799
Participant contributions at beginning of year2012-12-31$5,926
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$148,068
Administrative expenses (other) incurred2012-12-31$1,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$972,415
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,178,011
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,205,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,669,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,717,794
Interest on participant loans2012-12-31$9,310
Interest earned on other investments2012-12-31$45,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,743,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,764,079
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$356,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$503,687
Employer contributions (assets) at end of year2012-12-31$503,687
Employer contributions (assets) at beginning of year2012-12-31$469,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$383,085
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COHN REZNICK LLP
Accountancy firm EIN2012-12-31221478099
2011 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$896,308
Total of all expenses incurred2011-12-31$309,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$308,250
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$865,585
Value of total assets at end of year2011-12-31$6,205,596
Value of total assets at beginning of year2011-12-31$5,618,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,136
Total interest from all sources2011-12-31$60,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$260,606
Participant contributions at end of year2011-12-31$247,799
Participant contributions at beginning of year2011-12-31$207,638
Participant contributions at end of year2011-12-31$5,926
Participant contributions at beginning of year2011-12-31$4,427
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$134,981
Administrative expenses (other) incurred2011-12-31$1,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$586,922
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,205,596
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,618,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,717,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,443,440
Interest on participant loans2011-12-31$7,968
Interest earned on other investments2011-12-31$52,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,764,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,511,125
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-29,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$469,998
Employer contributions (assets) at end of year2011-12-31$469,998
Employer contributions (assets) at beginning of year2011-12-31$452,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$308,250
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31J.H. COHN LLP
Accountancy firm EIN2011-12-31221478099
2010 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,111,506
Total of all expenses incurred2010-12-31$430,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$426,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$716,158
Value of total assets at end of year2010-12-31$5,618,674
Value of total assets at beginning of year2010-12-31$4,937,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,285
Total interest from all sources2010-12-31$72,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$246,233
Participant contributions at end of year2010-12-31$207,638
Participant contributions at beginning of year2010-12-31$76,838
Participant contributions at end of year2010-12-31$4,427
Participant contributions at beginning of year2010-12-31$140
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$17,881
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$8
Administrative expenses (other) incurred2010-12-31$4,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$680,991
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,618,674
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,937,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,443,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,946,575
Interest on participant loans2010-12-31$3,715
Interest earned on other investments2010-12-31$68,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,511,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,499,594
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$10,347
Net investment gain/loss from pooled separate accounts2010-12-31$322,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$452,044
Employer contributions (assets) at end of year2010-12-31$452,044
Employer contributions (assets) at beginning of year2010-12-31$414,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$415,883
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31J.H. COHN LLP
Accountancy firm EIN2010-12-31221478099
2009 : 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC.

2022: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF ELDERLY HOUSING MANAGEMENT, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781376
Policy instance 1
Insurance contract or identification number781376
Number of Individuals Covered513
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $605
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $333
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63138
Policy instance 1
Insurance contract or identification numberMR 63138
Number of Individuals Covered413
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $15,000
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $15,000
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63138
Policy instance 1
Insurance contract or identification numberMR 63138
Number of Individuals Covered472
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $15,000
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $15,000
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63138
Policy instance 1
Insurance contract or identification numberMR 63138
Number of Individuals Covered460
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,750
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $3,750
Insurance broker organization code?4
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056679B
Policy instance 1
Insurance contract or identification number056679B
Number of Individuals Covered398
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,259
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5259
Additional information about fees paid to insurance brokerPORTION 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 number056679B
Policy instance 1
Insurance contract or identification number056679B
Number of Individuals Covered390
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,400
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2400
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056679B
Policy instance 1
Insurance contract or identification number056679B
Number of Individuals Covered431
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $767
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees767
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056679B
Policy instance 1
Insurance contract or identification number056679B
Number of Individuals Covered422
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,032
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1032
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056679B
Policy instance 1
Insurance contract or identification number056679B
Number of Individuals Covered404
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,801
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2801
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056679B
Policy instance 1
Insurance contract or identification number056679B
Number of Individuals Covered398
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $913
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees364
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER MCGLYNN
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056679B
Policy instance 1
Insurance contract or identification number056679B
Number of Individuals Covered393
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,079
Contracts With Unallocated Funds Deposit Administration1
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 number056679B
Policy instance 1
Insurance contract or identification number056679B
Number of Individuals Covered403
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $750
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees382
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameLOUIS S MARCHETTI JR.

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