401k Plan data: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN plan

MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 401k Plan overview

Plan Name	MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN
Plan identification number	002

MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

NYSARC, INC. MONTGOMERY COUNTY CHAPTER AKA LIBERTY ENTERPRISES has sponsored the creation of one or more 401k plans.

Company Name: NYSARC, INC. MONTGOMERY COUNTY CHAPTER AKA LIBERTY ENTERPRISES

Employer identification number (EIN): 141506257

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 BARBARA GANEY 2019-10-15
002 2018-01-01
002 2017-01-01 BARBARA GANEY
002 2017-01-01
002 2016-01-01 BARBARA GANEY BARBARA GANEY 2017-10-11
002 2015-01-01 BARBARA GANEY BARBARA GANEY 2016-10-14
002 2014-01-01 CHRISTOPHER LAIL CHRISTOPHER LAIL 2015-10-15
002 2013-01-01 JENNIFER SAUNDERS JENNIFER SAUNDERS 2014-10-13
002 2012-01-01 JENNIFER SAUNDERS JENNIFER SAUNDERS 2013-09-17
002 2011-01-01 JENNIFER SAUNDERS JENNIFER SAUNDERS 2012-10-11
002 2009-01-01 JENNIFER SAUNDERS JENNIFER SAUNDERS 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	BARBARA GANEY	2019-10-15
002	2018-01-01
002	2017-01-01	BARBARA GANEY
002	2017-01-01
002	2016-01-01	BARBARA GANEY		BARBARA GANEY	2017-10-11
002	2015-01-01	BARBARA GANEY		BARBARA GANEY	2016-10-14
002	2014-01-01	CHRISTOPHER LAIL		CHRISTOPHER LAIL	2015-10-15
002	2013-01-01	JENNIFER SAUNDERS		JENNIFER SAUNDERS	2014-10-13
002	2012-01-01	JENNIFER SAUNDERS		JENNIFER SAUNDERS	2013-09-17
002	2011-01-01	JENNIFER SAUNDERS		JENNIFER SAUNDERS	2012-10-11
002	2009-01-01	JENNIFER SAUNDERS		JENNIFER SAUNDERS	2010-10-14

Plan Statistics for MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN

401k plan membership statisitcs for MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN

Measure Date Value
2021: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 875
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 989
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 873
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 875
Number of participants with account balances 2020-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 972
Total of all active and inactive participants 2019-01-01 0
Total participants 2019-01-01 0
2018: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 993
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 970
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 972
Number of participants with account balances 2018-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 978
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 11
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 14
Number of participants with account balances 2017-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 947
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 978
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 978
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 978
Number of participants with account balances 2016-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 978
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 947
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 947
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 898
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 977
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 978
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 978
Number of participants with account balances 2014-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 871
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 16
Total of all active and inactive participants 2013-01-01 16
Total participants 2013-01-01 16
Number of participants with account balances 2013-01-01 16
2012: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 840
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 871
Number of retired or separated participants receiving benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 871
Total participants 2012-01-01 871
Number of participants with account balances 2012-01-01 16
2011: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 918
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 839
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 840
Number of participants with account balances 2011-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 981
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 886
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 890
Number of participants with account balances 2009-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2021: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	875
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	989
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	873
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	875
Number of participants with account balances	2020-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	972
Total of all active and inactive participants	2019-01-01	0
Total participants	2019-01-01	0
2018: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	993
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	970
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	972
Number of participants with account balances	2018-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	978
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	11
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	14
Number of participants with account balances	2017-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	947
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	978
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	978
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	978
Number of participants with account balances	2016-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	978
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	947
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	947
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	898
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	977
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	978
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	978
Number of participants with account balances	2014-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	871
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	16
Total of all active and inactive participants	2013-01-01	16
Total participants	2013-01-01	16
Number of participants with account balances	2013-01-01	16
2012: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	840
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	871
Number of retired or separated participants receiving benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	871
Total participants	2012-01-01	871
Number of participants with account balances	2012-01-01	16
2011: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	918
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	839
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	840
Number of participants with account balances	2011-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	981
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	886
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	890
Number of participants with account balances	2009-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN

Measure	Date	Value
2021 : MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$1,459,502
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	$225,093
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$15,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$15,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$29,830
Value of total assets at end of year	2021-12-31	$0
Value of total assets at beginning of year	2021-12-31	$1,249,547
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$75
Total interest from all sources	2021-12-31	$2,080
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$9,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$9,428
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$200,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$29,830
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$50,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$209,955
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,249,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,199,547
Interest on participant loans	2021-12-31	$2,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$183,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$15,063
Contract administrator fees	2021-12-31	$75
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2021-12-31	161131146
2020 : MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$220,727
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$41,640
Value of total assets at end of year	2020-12-31	$1,249,547
Value of total assets at beginning of year	2020-12-31	$1,029,090
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$270
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$24,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$24,184
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$200,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$41,640
Participant contributions at end of year	2020-12-31	$50,000
Participant contributions at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$220,457
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,249,547
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,029,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,199,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,029,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$154,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contract administrator fees	2020-12-31	$270
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2020-12-31	161131146
2019 : MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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	$247,412
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$14,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$14,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$40,320
Value of total assets at end of year	2019-12-31	$1,029,090
Value of total assets at beginning of year	2019-12-31	$795,906
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$75
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$22,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$22,495
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$200,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$40,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$233,184
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,029,090
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$795,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,029,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$795,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$184,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$14,153
Contract administrator fees	2019-12-31	$75
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2019-12-31	161131146
2018 : MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-21,946
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$125,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$124,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$39,820
Value of total assets at end of year	2018-12-31	$795,906
Value of total assets at beginning of year	2018-12-31	$942,977
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$255
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$20,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$20,622
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$200,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$39,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-147,071
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$795,906
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$942,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$795,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$942,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-82,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$124,870
Contract administrator fees	2018-12-31	$255
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2018-12-31	161131146
2017 : MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$177,068
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$38,818
Value of total assets at end of year	2017-12-31	$942,977
Value of total assets at beginning of year	2017-12-31	$765,909
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$25,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$25,359
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$38,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$177,068
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$942,977
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$765,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$942,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$765,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$112,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2017-12-31	161131146
2016 : MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$105,181
Total of all expenses incurred	2016-12-31	$3,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$38,818
Value of total assets at end of year	2016-12-31	$765,909
Value of total assets at beginning of year	2016-12-31	$664,025
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$75
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$16,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$16,303
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$38,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$101,884
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$765,909
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$664,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$765,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$664,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$50,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,222
Contract administrator fees	2016-12-31	$75
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2016-12-31	135381590
2015 : MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2015 401k financial data
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	$45,896
Total of all expenses incurred	2015-12-31	$234,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$234,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$41,498
Value of total assets at end of year	2015-12-31	$664,025
Value of total assets at beginning of year	2015-12-31	$852,309
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$75
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$20,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$20,811
Administrative expenses professional fees incurred	2015-12-31	$75
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$41,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-188,284
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$664,025
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$852,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$664,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$852,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-16,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$234,105
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2015-12-31	135381590
2014 : MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2014 401k financial data
Total liabilities at end 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	$107,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$41,846
Value of total assets at end of year	2014-12-31	$852,309
Value of total assets at beginning of year	2014-12-31	$744,608
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$21,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$21,835
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$41,846
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	$107,701
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$852,309
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$744,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$852,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$744,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$44,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
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	BDO
Accountancy firm EIN	2014-12-31	135381590
2013 : MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$5,101
Total income from all sources (including contributions)	2013-12-31	$193,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$57,818
Value of total assets at end of year	2013-12-31	$744,608
Value of total assets at beginning of year	2013-12-31	$555,929
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$13,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$13,922
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$199,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$57,818
Participant contributions at beginning of year	2013-12-31	$5,101
Liabilities. Value of operating payables at beginning of year	2013-12-31	$5,101
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	$193,780
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$744,608
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$550,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$744,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$550,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$122,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
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	Yes
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	BDO
Accountancy firm EIN	2013-12-31	135381590
2012 : MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$5,101
Total income from all sources (including contributions)	2012-12-31	$159,787
Total of all expenses incurred	2012-12-31	$120,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$120,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$95,380
Value of total assets at end of year	2012-12-31	$555,929
Value of total assets at beginning of year	2012-12-31	$511,641
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$547
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$11,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$11,832
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$199,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$95,380
Participant contributions at end of year	2012-12-31	$5,101
Administrative expenses (other) incurred	2012-12-31	$547
Liabilities. Value of operating payables at end of year	2012-12-31	$5,101
Total non interest bearing cash at beginning of year	2012-12-31	$82,650
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	$39,187
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$550,828
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$511,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$550,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$428,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$52,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$120,053
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	Yes
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	BDO
Accountancy firm EIN	2012-12-31	135381590
2011 : MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) 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	$87,454
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$52,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$52,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$111,251
Value of total assets at end of year	2011-12-31	$511,641
Value of total assets at beginning of year	2011-12-31	$476,233
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$9,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$9,170
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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	$56,601
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$54,650
Total non interest bearing cash at end of year	2011-12-31	$82,650
Total non interest bearing cash at beginning of year	2011-12-31	$246
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	$35,408
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$511,641
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$476,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$428,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$475,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-32,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$52,046
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	BDO USA LLP
Accountancy firm EIN	2011-12-31	135381590
2010 : MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$111,706
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$76,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$76,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$53,217
Value of total assets at end of year	2010-12-31	$476,232
Value of total assets at beginning of year	2010-12-31	$440,879
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$11,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$11,222
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$53,217
Total non interest bearing cash at end of year	2010-12-31	$246
Total non interest bearing cash at beginning of year	2010-12-31	$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$35,353
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$476,232
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$440,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$475,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$440,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$47,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$76,353
Did the plan have assets held for investment	2010-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BDO USA LLP
Accountancy firm EIN	2010-12-31	135381590
2009 : MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN

2021: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MONTGOMERY COUNTY CHAPTER NYSARC, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NYSARC, INC. MONTGOMERY COUNTY CHAPTER AKA LIBERTY ENTERPRISES
Employer identification number (EIN):	141506257
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities