401k Plan data: SENIOR MED 401(K) PLAN plan

SENIOR MED 401(K) PLAN 401k Plan overview

Plan Name	SENIOR MED 401(K) PLAN
Plan identification number	001

SENIOR MED 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SENIOR MED LLC has sponsored the creation of one or more 401k plans.

Company Name: SENIOR MED LLC

Employer identification number (EIN): 113440206

NAIC Classification: 446110
NAIC Description: Pharmacies and Drug Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SENIOR MED 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 JACOB DIMANT 2015-10-21
001 2014-01-01 DIMANT JACOB
001 2013-01-01 JACOB DIMANT
001 2012-01-01 JACOB DIMANT 2014-01-02
001 2011-01-01 JACOB DIMANT JACOB DIMANT 2013-11-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	JACOB DIMANT	2015-10-21
001	2014-01-01	DIMANT JACOB
001	2013-01-01	JACOB DIMANT
001	2012-01-01	JACOB DIMANT	2014-01-02
001	2011-01-01	JACOB DIMANT		JACOB DIMANT	2013-11-03

Financial Data on SENIOR MED 401(K) PLAN

Measure	Date	Value
2014 : SENIOR MED 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$249,671
Total of all expenses incurred	2014-12-31	$484,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$453,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$158,718
Value of total assets at end of year	2014-12-31	$1,938,510
Value of total assets at beginning of year	2014-12-31	$2,173,351
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$30,658
Total interest from all sources	2014-12-31	$2,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$200,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$157,991
Participant contributions at end of year	2014-12-31	$54,511
Participant contributions at beginning of year	2014-12-31	$73,535
Participant contributions at beginning of year	2014-12-31	$367
Other income not declared elsewhere	2014-12-31	$14,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-234,841
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,938,510
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,173,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,029,966
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,126,639
Interest on participant loans	2014-12-31	$2,009
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$854,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$972,810
Net investment gain/loss from pooled separate accounts	2014-12-31	$74,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$453,854
Contract administrator fees	2014-12-31	$30,658
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HMM, CPAS LLP
Accountancy firm EIN	2014-12-31	465416249
2013 : SENIOR MED 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$431,885
Total of all expenses incurred	2013-12-31	$786,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$766,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$226,701
Value of total assets at end of year	2013-12-31	$2,173,351
Value of total assets at beginning of year	2013-12-31	$2,528,348
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$20,585
Total interest from all sources	2013-12-31	$2,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$253,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$226,701
Participant contributions at end of year	2013-12-31	$73,535
Participant contributions at beginning of year	2013-12-31	$77,163
Participant contributions at end of year	2013-12-31	$367
Other income not declared elsewhere	2013-12-31	$23,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-354,997
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,173,351
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,528,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,126,639
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$803,766
Interest on participant loans	2013-12-31	$2,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$972,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,546,438
Net investment gain/loss from pooled separate accounts	2013-12-31	$179,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Employer contributions (assets) at beginning of year	2013-12-31	$100,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$766,297
Contract administrator fees	2013-12-31	$20,585
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HORAN, MARTELLO, MORRONE, P.C.
Accountancy firm EIN	2013-12-31	112528271
2012 : SENIOR MED 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$426,046
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$218,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$200,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$299,896
Value of total assets at end of year	2012-12-31	$2,528,348
Value of total assets at beginning of year	2012-12-31	$2,321,282
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$18,858
Total interest from all sources	2012-12-31	$2,808
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$10,000
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$253,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$190,140
Participant contributions at end of year	2012-12-31	$77,163
Participant contributions at beginning of year	2012-12-31	$80,941
Participant contributions at beginning of year	2012-12-31	$3,226
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$8,775
Other income not declared elsewhere	2012-12-31	$31,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$207,066
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,528,348
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,321,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$803,766
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$631,499
Interest on participant loans	2012-12-31	$2,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,546,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,605,616
Net investment gain/loss from pooled separate accounts	2012-12-31	$91,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$100,981
Employer contributions (assets) at end of year	2012-12-31	$100,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$200,122
Contract administrator fees	2012-12-31	$8,858
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HORAN, MARTELLO, MORRONE, P.C.
Accountancy firm EIN	2012-12-31	112528271
2011 : SENIOR MED 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$202,219
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$798,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$777,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$171,393
Value of total assets at end of year	2011-12-31	$2,321,282
Value of total assets at beginning of year	2011-12-31	$2,917,348
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$20,838
Total interest from all sources	2011-12-31	$3,994
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$200,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$171,393
Participant contributions at end of year	2011-12-31	$80,941
Participant contributions at beginning of year	2011-12-31	$91,809
Participant contributions at end of year	2011-12-31	$3,226
Participant contributions at beginning of year	2011-12-31	$15,579
Other income not declared elsewhere	2011-12-31	$48,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-596,066
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,321,282
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,917,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$631,499
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$711,194
Interest on participant loans	2011-12-31	$3,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,605,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,098,766
Net investment gain/loss from pooled separate accounts	2011-12-31	$-21,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$777,447
Contract administrator fees	2011-12-31	$20,838
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HORAN, MARTELLO, MORRONE, P.C.
Accountancy firm EIN	2011-12-31	112528271

Form 5500 Responses for SENIOR MED 401(K) PLAN

2014: SENIOR MED 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SENIOR MED 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SENIOR MED 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SENIOR MED 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SENIOR MED LLC
Employer identification number (EIN):	113440206
NAIC Classification:	446110
NAIC Description:	Pharmacies and Drug Stores