THE ARC JEFFERSON - ST. LAWRENCE has sponsored the creation of one or more 401k plans.
Additional information about THE ARC JEFFERSON - ST. LAWRENCE
Submission information for form 5500 for 401k plan JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN
401k plan membership statisitcs for JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN
Measure | Date | Value |
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2022: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-30 | 25,859,106 |
Acturial value of plan assets | 2022-12-30 | 24,207,425 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-30 | 9,226,245 |
Number of terminated vested participants | 2022-12-30 | 279 |
Fundng target for terminated vested participants | 2022-12-30 | 7,314,036 |
Active participant vested funding target | 2022-12-30 | 4,474,151 |
Number of active participants | 2022-12-30 | 99 |
Total funding liabilities for active participants | 2022-12-30 | 4,474,151 |
Total participant count | 2022-12-30 | 571 |
Total funding target for all participants | 2022-12-30 | 21,014,432 |
Balance at beginning of prior year after applicable adjustments | 2022-12-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-30 | 679,519 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-30 | 0 |
Amount remaining of carryover balance | 2022-12-30 | 0 |
Amount remaining of prefunding balance | 2022-12-30 | 679,519 |
Present value of excess contributions | 2022-12-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-30 | 0 |
Balance of carryovers at beginning of current year | 2022-12-30 | 0 |
Balance of prefunding at beginning of current year | 2022-12-30 | 755,897 |
Total employer contributions | 2022-12-30 | 1,100,000 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-30 | 1,014,200 |
Unpaid minimum required contributions for all prior years | 2022-12-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2022-12-30 | 0 |
Waiver amortization installment | 2022-12-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-30 | 0 |
Additional cash requirement | 2022-12-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-30 | 1,014,200 |
Unpaid minimum required contributions for current year | 2022-12-30 | 0 |
Unpaid minimum required contributions for all years | 2022-12-30 | 0 |
2021: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-12-31 | 546 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-12-31 | 89 |
Number of retired or separated participants receiving benefits | 2021-12-31 | 193 |
Number of other retired or separated participants entitled to future benefits | 2021-12-31 | 240 |
Total of all active and inactive participants | 2021-12-31 | 522 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-12-31 | 17 |
Total participants | 2021-12-31 | 539 |
Number of participants with account balances | 2021-12-31 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-12-31 | 0 |
Market value of plan assets | 2021-12-30 | 24,097,971 |
Acturial value of plan assets | 2021-12-30 | 21,688,174 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-30 | 9,041,408 |
Number of terminated vested participants | 2021-12-30 | 271 |
Fundng target for terminated vested participants | 2021-12-30 | 6,502,279 |
Active participant vested funding target | 2021-12-30 | 4,816,343 |
Number of active participants | 2021-12-30 | 116 |
Total funding liabilities for active participants | 2021-12-30 | 4,816,343 |
Total participant count | 2021-12-30 | 574 |
Total funding target for all participants | 2021-12-30 | 20,360,030 |
Balance at beginning of prior year after applicable adjustments | 2021-12-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-30 | 775,445 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-30 | 192,017 |
Amount remaining of carryover balance | 2021-12-30 | 0 |
Amount remaining of prefunding balance | 2021-12-30 | 583,428 |
Present value of excess contributions | 2021-12-30 | 229,953 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-30 | 263,699 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-30 | 0 |
Balance of carryovers at beginning of current year | 2021-12-30 | 0 |
Balance of prefunding at beginning of current year | 2021-12-30 | 679,519 |
Total employer contributions | 2021-12-30 | 0 |
Total employee contributions | 2021-12-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-30 | 0 |
Liquidity shortfalls end of Q1 | 2021-12-30 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-30 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-30 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-30 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-12-30 | 0 |
Waiver amortization installment | 2021-12-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-30 | 0 |
Additional cash requirement | 2021-12-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-30 | 0 |
Unpaid minimum required contributions for current year | 2021-12-30 | 0 |
Unpaid minimum required contributions for all years | 2021-12-30 | 0 |
2020: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-12-31 | 547 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-12-31 | 100 |
Number of retired or separated participants receiving benefits | 2020-12-31 | 182 |
Number of other retired or separated participants entitled to future benefits | 2020-12-31 | 253 |
Total of all active and inactive participants | 2020-12-31 | 535 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-12-31 | 13 |
Total participants | 2020-12-31 | 548 |
Number of participants with account balances | 2020-12-31 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-12-31 | 0 |
Market value of plan assets | 2020-12-30 | 21,197,245 |
Acturial value of plan assets | 2020-12-30 | 19,855,724 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-30 | 8,669,547 |
Number of terminated vested participants | 2020-12-30 | 278 |
Fundng target for terminated vested participants | 2020-12-30 | 6,771,320 |
Active participant vested funding target | 2020-12-30 | 5,170,447 |
Number of active participants | 2020-12-30 | 129 |
Total funding liabilities for active participants | 2020-12-30 | 5,170,447 |
Total participant count | 2020-12-30 | 589 |
Total funding target for all participants | 2020-12-30 | 20,611,314 |
Balance at beginning of prior year after applicable adjustments | 2020-12-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-30 | 419,034 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-30 | 0 |
Amount remaining of carryover balance | 2020-12-30 | 0 |
Amount remaining of prefunding balance | 2020-12-30 | 419,034 |
Present value of excess contributions | 2020-12-30 | 241,767 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-30 | 255,717 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-30 | 255,717 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-30 | 0 |
Balance of carryovers at beginning of current year | 2020-12-30 | 0 |
Balance of prefunding at beginning of current year | 2020-12-30 | 775,445 |
Total employer contributions | 2020-12-30 | 364,789 |
Total employee contributions | 2020-12-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-30 | 337,152 |
Liquidity shortfalls end of Q1 | 2020-12-30 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-30 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-30 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-30 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-30 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-12-30 | 1,531,035 |
Waiver amortization installment | 2020-12-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-30 | 299,216 |
Carryover balance elected to use to offset funding requirement | 2020-12-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-30 | 192,017 |
Additional cash requirement | 2020-12-30 | 107,199 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-30 | 337,152 |
Unpaid minimum required contributions for current year | 2020-12-30 | 0 |
Unpaid minimum required contributions for all years | 2020-12-30 | 0 |
2019: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-12-31 | 555 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-12-31 | 116 |
Number of retired or separated participants receiving benefits | 2019-12-31 | 178 |
Number of other retired or separated participants entitled to future benefits | 2019-12-31 | 243 |
Total of all active and inactive participants | 2019-12-31 | 537 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-12-31 | 10 |
Total participants | 2019-12-31 | 547 |
Number of participants with account balances | 2019-12-31 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-12-31 | 0 |
Market value of plan assets | 2019-12-30 | 17,414,578 |
Acturial value of plan assets | 2019-12-30 | 18,267,448 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-30 | 8,220,888 |
Number of terminated vested participants | 2019-12-30 | 259 |
Fundng target for terminated vested participants | 2019-12-30 | 5,567,447 |
Active participant vested funding target | 2019-12-30 | 5,407,394 |
Number of active participants | 2019-12-30 | 162 |
Total funding liabilities for active participants | 2019-12-30 | 5,407,394 |
Total participant count | 2019-12-30 | 598 |
Total funding target for all participants | 2019-12-30 | 19,195,729 |
Balance at beginning of prior year after applicable adjustments | 2019-12-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-30 | 439,885 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-30 | 0 |
Amount remaining of carryover balance | 2019-12-30 | 0 |
Amount remaining of prefunding balance | 2019-12-30 | 439,885 |
Present value of excess contributions | 2019-12-30 | 763 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-30 | 809 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-30 | 0 |
Balance of carryovers at beginning of current year | 2019-12-30 | 0 |
Balance of prefunding at beginning of current year | 2019-12-30 | 419,034 |
Total employer contributions | 2019-12-30 | 537,574 |
Total employee contributions | 2019-12-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-30 | 505,350 |
Liquidity shortfalls end of Q1 | 2019-12-30 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-30 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-30 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-30 | 23,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-30 | 1,347,315 |
Waiver amortization installment | 2019-12-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-30 | 263,583 |
Carryover balance elected to use to offset funding requirement | 2019-12-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-30 | 0 |
Additional cash requirement | 2019-12-30 | 263,583 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-30 | 505,350 |
Unpaid minimum required contributions for current year | 2019-12-30 | 0 |
Unpaid minimum required contributions for all years | 2019-12-30 | 0 |
2018: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-12-31 | 562 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-12-31 | 129 |
Number of retired or separated participants receiving benefits | 2018-12-31 | 174 |
Number of other retired or separated participants entitled to future benefits | 2018-12-31 | 245 |
Total of all active and inactive participants | 2018-12-31 | 548 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-12-31 | 10 |
Total participants | 2018-12-31 | 558 |
Number of participants with account balances | 2018-12-31 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-12-31 | 0 |
Market value of plan assets | 2018-12-30 | 18,907,471 |
Acturial value of plan assets | 2018-12-30 | 18,026,110 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-30 | 8,101,147 |
Number of terminated vested participants | 2018-12-30 | 262 |
Fundng target for terminated vested participants | 2018-12-30 | 5,240,843 |
Active participant vested funding target | 2018-12-30 | 5,306,763 |
Number of active participants | 2018-12-30 | 168 |
Total funding liabilities for active participants | 2018-12-30 | 5,306,763 |
Total participant count | 2018-12-30 | 602 |
Total funding target for all participants | 2018-12-30 | 18,648,753 |
Balance at beginning of prior year after applicable adjustments | 2018-12-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-30 | 379,997 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-30 | 0 |
Amount remaining of carryover balance | 2018-12-30 | 0 |
Amount remaining of prefunding balance | 2018-12-30 | 379,997 |
Present value of excess contributions | 2018-12-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-30 | 0 |
Balance of carryovers at beginning of current year | 2018-12-30 | 0 |
Balance of prefunding at beginning of current year | 2018-12-30 | 439,885 |
Total employer contributions | 2018-12-30 | 267,000 |
Total employee contributions | 2018-12-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-30 | 250,243 |
Liquidity shortfalls end of Q1 | 2018-12-30 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-30 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-30 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-30 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-30 | 75,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-30 | 1,062,528 |
Waiver amortization installment | 2018-12-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-30 | 249,480 |
Carryover balance elected to use to offset funding requirement | 2018-12-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-30 | 0 |
Additional cash requirement | 2018-12-30 | 249,480 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-30 | 250,243 |
Unpaid minimum required contributions for current year | 2018-12-30 | 0 |
Unpaid minimum required contributions for all years | 2018-12-30 | 0 |
2017: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-12-31 | 570 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-12-31 | 148 |
Number of retired or separated participants receiving benefits | 2017-12-31 | 166 |
Number of other retired or separated participants entitled to future benefits | 2017-12-31 | 237 |
Total of all active and inactive participants | 2017-12-31 | 551 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-12-31 | 10 |
Total participants | 2017-12-31 | 561 |
Number of participants with account balances | 2017-12-31 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-12-31 | 0 |
Market value of plan assets | 2017-12-30 | 17,122,495 |
Acturial value of plan assets | 2017-12-30 | 17,706,646 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-30 | 7,825,583 |
Number of terminated vested participants | 2017-12-30 | 251 |
Fundng target for terminated vested participants | 2017-12-30 | 4,607,428 |
Active participant vested funding target | 2017-12-30 | 5,273,570 |
Number of active participants | 2017-12-30 | 196 |
Total funding liabilities for active participants | 2017-12-30 | 5,273,570 |
Total participant count | 2017-12-30 | 618 |
Total funding target for all participants | 2017-12-30 | 17,706,581 |
Balance at beginning of prior year after applicable adjustments | 2017-12-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-30 | 0 |
Present value of excess contributions | 2017-12-30 | 357,241 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-30 | 379,997 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-30 | 379,997 |
Balance of carryovers at beginning of current year | 2017-12-30 | 0 |
Balance of prefunding at beginning of current year | 2017-12-30 | 379,997 |
Liquidity shortfalls end of Q1 | 2017-12-30 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-30 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-30 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-30 | 0 |
2016: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-12-31 | 618 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-12-31 | 168 |
Number of retired or separated participants receiving benefits | 2016-12-31 | 161 |
Number of other retired or separated participants entitled to future benefits | 2016-12-31 | 262 |
Total of all active and inactive participants | 2016-12-31 | 591 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-12-31 | 11 |
Total participants | 2016-12-31 | 602 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-12-31 | 2 |
2015: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-12-31 | 634 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-12-31 | 196 |
Number of retired or separated participants receiving benefits | 2015-12-31 | 160 |
Number of other retired or separated participants entitled to future benefits | 2015-12-31 | 251 |
Total of all active and inactive participants | 2015-12-31 | 607 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-12-31 | 11 |
Total participants | 2015-12-31 | 618 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-12-31 | 2 |
2014: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-12-31 | 656 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-12-31 | 230 |
Number of retired or separated participants receiving benefits | 2014-12-31 | 152 |
Number of other retired or separated participants entitled to future benefits | 2014-12-31 | 241 |
Total of all active and inactive participants | 2014-12-31 | 623 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-12-31 | 11 |
Total participants | 2014-12-31 | 634 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-12-31 | 1 |
2013: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-12-31 | 698 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-12-31 | 264 |
Number of retired or separated participants receiving benefits | 2013-12-31 | 141 |
Number of other retired or separated participants entitled to future benefits | 2013-12-31 | 241 |
Total of all active and inactive participants | 2013-12-31 | 646 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-12-31 | 10 |
Total participants | 2013-12-31 | 656 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-12-31 | 0 |
2012: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-12-31 | 687 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-12-31 | 315 |
Number of retired or separated participants receiving benefits | 2012-12-31 | 131 |
Number of other retired or separated participants entitled to future benefits | 2012-12-31 | 242 |
Total of all active and inactive participants | 2012-12-31 | 688 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-12-31 | 10 |
Total participants | 2012-12-31 | 698 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-12-31 | 12 |
2011: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-12-31 | 658 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-12-31 | 343 |
Number of retired or separated participants receiving benefits | 2011-12-31 | 120 |
Number of other retired or separated participants entitled to future benefits | 2011-12-31 | 215 |
Total of all active and inactive participants | 2011-12-31 | 678 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-12-31 | 9 |
Total participants | 2011-12-31 | 687 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-12-31 | 39 |
2009: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-12-31 | 647 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-12-31 | 370 |
Number of retired or separated participants receiving benefits | 2009-12-31 | 107 |
Number of other retired or separated participants entitled to future benefits | 2009-12-31 | 194 |
Total of all active and inactive participants | 2009-12-31 | 671 |
Total participants | 2009-12-31 | 671 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-12-31 | 27 |
Measure | Date | Value |
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2022 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-30 | $0 |
Total income from all sources (including contributions) | 2022-12-30 | $-3,469,389 |
Total loss/gain on sale of assets | 2022-12-30 | $0 |
Total of all expenses incurred | 2022-12-30 | $975,234 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-30 | $975,234 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-30 | $1,100,000 |
Value of total assets at end of year | 2022-12-30 | $21,414,484 |
Value of total assets at beginning of year | 2022-12-30 | $25,859,107 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-30 | $0 |
Total interest from all sources | 2022-12-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-30 | $512,905 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-30 | $512,905 |
Was this plan covered by a fidelity bond | 2022-12-30 | Yes |
Value of fidelity bond cover | 2022-12-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-30 | No |
Value of net income/loss | 2022-12-30 | $-4,444,623 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-30 | $21,414,484 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-30 | $25,859,107 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-30 | $11,975,755 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-30 | $14,621,847 |
Value of interest in pooled separate accounts at end of year | 2022-12-30 | $8,588,729 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-30 | $11,237,260 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-30 | $-2,941,066 |
Net investment gain/loss from pooled separate accounts | 2022-12-30 | $-2,141,228 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-30 | No |
Contributions received in cash from employer | 2022-12-30 | $1,100,000 |
Employer contributions (assets) at end of year | 2022-12-30 | $850,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-30 | $975,234 |
Did the plan have assets held for investment | 2022-12-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-30 | Unqualified |
Accountancy firm name | 2022-12-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2022-12-30 | 161131146 |
2021 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-30 | $0 |
Total income from all sources (including contributions) | 2021-12-30 | $2,637,328 |
Total loss/gain on sale of assets | 2021-12-30 | $0 |
Total of all expenses incurred | 2021-12-30 | $884,893 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-30 | $884,893 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-30 | $0 |
Value of total assets at end of year | 2021-12-30 | $25,859,107 |
Value of total assets at beginning of year | 2021-12-30 | $24,106,672 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-30 | $0 |
Total interest from all sources | 2021-12-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-30 | $271,957 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-30 | $271,957 |
Was this plan covered by a fidelity bond | 2021-12-30 | Yes |
Value of fidelity bond cover | 2021-12-30 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-30 | No |
Value of net income/loss | 2021-12-30 | $1,752,435 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-30 | $25,859,107 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-30 | $24,106,672 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-30 | $14,621,847 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-30 | $14,240,921 |
Value of interest in pooled separate accounts at end of year | 2021-12-30 | $11,237,260 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-30 | $9,500,962 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-30 | $2,545,119 |
Net investment gain/loss from pooled separate accounts | 2021-12-30 | $-179,748 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-30 | No |
Employer contributions (assets) at beginning of year | 2021-12-30 | $364,789 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-30 | $884,893 |
Did the plan have assets held for investment | 2021-12-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-30 | Disclaimer |
Accountancy firm name | 2021-12-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2021-12-30 | 161131146 |
2020 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2020 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2020-12-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-30 | $0 |
Total transfer of assets to this plan | 2020-12-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-30 | $0 |
Total income from all sources (including contributions) | 2020-12-30 | $3,759,231 |
Total loss/gain on sale of assets | 2020-12-30 | $0 |
Total of all expenses incurred | 2020-12-30 | $857,955 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-30 | $857,955 |
Value of total corrective distributions | 2020-12-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-30 | $364,789 |
Value of total assets at end of year | 2020-12-30 | $24,106,672 |
Value of total assets at beginning of year | 2020-12-30 | $21,205,396 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-30 | $0 |
Total income from rents | 2020-12-30 | $0 |
Total interest from all sources | 2020-12-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-30 | $147,261 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-30 | $147,261 |
Administrative expenses professional fees incurred | 2020-12-30 | $0 |
Was this plan covered by a fidelity bond | 2020-12-30 | Yes |
Value of fidelity bond cover | 2020-12-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-30 | No |
Amount of non-exempt transactions with any party-in-interest | 2020-12-30 | $0 |
Contributions received from participants | 2020-12-30 | $0 |
Participant contributions at end of year | 2020-12-30 | $0 |
Participant contributions at beginning of year | 2020-12-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-30 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-30 | $0 |
Other income not declared elsewhere | 2020-12-30 | $0 |
Administrative expenses (other) incurred | 2020-12-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-12-30 | $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 | 2020-12-30 | No |
Value of net income/loss | 2020-12-30 | $2,901,276 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-30 | $24,106,672 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-30 | $21,205,396 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-30 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-12-30 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2020-12-30 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-30 | $0 |
Investment advisory and management fees | 2020-12-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-30 | $14,240,921 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-30 | $11,479,061 |
Value of interest in pooled separate accounts at end of year | 2020-12-30 | $9,500,962 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-30 | $9,403,344 |
Income. Interest from loans (other than to participants) | 2020-12-30 | $0 |
Interest earned on other investments | 2020-12-30 | $0 |
Income. Interest from US Government securities | 2020-12-30 | $0 |
Income. Interest from corporate debt instruments | 2020-12-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-30 | $2,149,219 |
Net investment gain/loss from pooled separate accounts | 2020-12-30 | $1,097,962 |
Net investment gain or loss from common/collective trusts | 2020-12-30 | $0 |
Net gain/loss from 103.12 investment entities | 2020-12-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-30 | No |
Contributions received in cash from employer | 2020-12-30 | $364,789 |
Employer contributions (assets) at end of year | 2020-12-30 | $364,789 |
Employer contributions (assets) at beginning of year | 2020-12-30 | $322,991 |
Income. Dividends from preferred stock | 2020-12-30 | $0 |
Income. Dividends from common stock | 2020-12-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-30 | $857,955 |
Contract administrator fees | 2020-12-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-30 | $0 |
Did the plan have assets held for investment | 2020-12-30 | 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 | 2020-12-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-30 | No |
Aggregate proceeds on sale of assets | 2020-12-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-12-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-12-30 | Disclaimer |
Accountancy firm name | 2020-12-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2020-12-30 | 161131146 |
2019 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2019 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2019-12-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-30 | $0 |
Total transfer of assets to this plan | 2019-12-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-30 | $0 |
Total income from all sources (including contributions) | 2019-12-30 | $4,627,712 |
Total loss/gain on sale of assets | 2019-12-30 | $0 |
Total of all expenses incurred | 2019-12-30 | $838,712 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-30 | $815,902 |
Value of total corrective distributions | 2019-12-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-30 | $537,574 |
Value of total assets at end of year | 2019-12-30 | $21,205,396 |
Value of total assets at beginning of year | 2019-12-30 | $17,416,396 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-30 | $22,810 |
Total income from rents | 2019-12-30 | $0 |
Total interest from all sources | 2019-12-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-30 | $172,174 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-30 | $172,174 |
Administrative expenses professional fees incurred | 2019-12-30 | $0 |
Was this plan covered by a fidelity bond | 2019-12-30 | Yes |
Value of fidelity bond cover | 2019-12-30 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-30 | No |
Amount of non-exempt transactions with any party-in-interest | 2019-12-30 | $0 |
Contributions received from participants | 2019-12-30 | $0 |
Participant contributions at end of year | 2019-12-30 | $0 |
Participant contributions at beginning of year | 2019-12-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-30 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-30 | $0 |
Other income not declared elsewhere | 2019-12-30 | $0 |
Administrative expenses (other) incurred | 2019-12-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-30 | $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 | 2019-12-30 | No |
Value of net income/loss | 2019-12-30 | $3,789,000 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-30 | $21,205,396 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-30 | $17,416,396 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-30 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2019-12-30 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-30 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2019-12-30 | $0 |
Investment advisory and management fees | 2019-12-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-30 | $11,479,061 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-30 | $8,608,372 |
Value of interest in pooled separate accounts at end of year | 2019-12-30 | $9,403,344 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-30 | $8,541,024 |
Income. Interest from loans (other than to participants) | 2019-12-30 | $0 |
Interest earned on other investments | 2019-12-30 | $0 |
Income. Interest from US Government securities | 2019-12-30 | $0 |
Income. Interest from corporate debt instruments | 2019-12-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-30 | $2,465,498 |
Net investment gain/loss from pooled separate accounts | 2019-12-30 | $1,452,466 |
Net investment gain or loss from common/collective trusts | 2019-12-30 | $0 |
Net gain/loss from 103.12 investment entities | 2019-12-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-30 | No |
Contributions received in cash from employer | 2019-12-30 | $537,574 |
Employer contributions (assets) at end of year | 2019-12-30 | $322,991 |
Employer contributions (assets) at beginning of year | 2019-12-30 | $267,000 |
Income. Dividends from preferred stock | 2019-12-30 | $0 |
Income. Dividends from common stock | 2019-12-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-30 | $815,902 |
Contract administrator fees | 2019-12-30 | $22,810 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-30 | $0 |
Did the plan have assets held for investment | 2019-12-30 | 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 | 2019-12-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-30 | No |
Aggregate proceeds on sale of assets | 2019-12-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-30 | Disclaimer |
Accountancy firm name | 2019-12-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2019-12-30 | 161131146 |
2018 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2018-12-30 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-30 | $0 |
Total unrealized appreciation/depreciation of assets | 2018-12-30 | $0 |
Total transfer of assets to this plan | 2018-12-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-30 | $0 |
Expenses. Interest paid | 2018-12-30 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-30 | $0 |
Total income from all sources (including contributions) | 2018-12-30 | $-607,560 |
Total loss/gain on sale of assets | 2018-12-30 | $0 |
Total of all expenses incurred | 2018-12-30 | $883,515 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-30 | $810,264 |
Value of total corrective distributions | 2018-12-30 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-30 | $267,000 |
Value of total assets at end of year | 2018-12-30 | $17,416,396 |
Value of total assets at beginning of year | 2018-12-30 | $18,907,471 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-30 | $73,251 |
Total income from rents | 2018-12-30 | $0 |
Total interest from all sources | 2018-12-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-30 | $201,702 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-30 | $201,702 |
Administrative expenses professional fees incurred | 2018-12-30 | $0 |
Was this plan covered by a fidelity bond | 2018-12-30 | Yes |
Value of fidelity bond cover | 2018-12-30 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-30 | No |
Amount of non-exempt transactions with any party-in-interest | 2018-12-30 | $0 |
Contributions received from participants | 2018-12-30 | $0 |
Participant contributions at end of year | 2018-12-30 | $0 |
Participant contributions at beginning of year | 2018-12-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-30 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-30 | $0 |
Other income not declared elsewhere | 2018-12-30 | $0 |
Administrative expenses (other) incurred | 2018-12-30 | $0 |
Liabilities. Value of operating payables at beginning of year | 2018-12-30 | $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 | 2018-12-30 | No |
Income. Non cash contributions | 2018-12-30 | $0 |
Value of net income/loss | 2018-12-30 | $-1,491,075 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-30 | $17,416,396 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-30 | $18,907,471 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-30 | No |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2018-12-30 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2018-12-30 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2018-12-30 | $0 |
Investment advisory and management fees | 2018-12-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-30 | $8,608,372 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-30 | $18,907,471 |
Value of interest in pooled separate accounts at end of year | 2018-12-30 | $8,541,024 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-30 | $0 |
Income. Interest from loans (other than to participants) | 2018-12-30 | $0 |
Interest earned on other investments | 2018-12-30 | $0 |
Income. Interest from US Government securities | 2018-12-30 | $0 |
Income. Interest from corporate debt instruments | 2018-12-30 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-30 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-30 | $-1,086,020 |
Net investment gain/loss from pooled separate accounts | 2018-12-30 | $9,758 |
Net investment gain or loss from common/collective trusts | 2018-12-30 | $0 |
Net gain/loss from 103.12 investment entities | 2018-12-30 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-30 | No |
Contributions received in cash from employer | 2018-12-30 | $267,000 |
Employer contributions (assets) at end of year | 2018-12-30 | $267,000 |
Employer contributions (assets) at beginning of year | 2018-12-30 | $0 |
Income. Dividends from preferred stock | 2018-12-30 | $0 |
Income. Dividends from common stock | 2018-12-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-30 | $810,264 |
Contract administrator fees | 2018-12-30 | $73,251 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-30 | $0 |
Did the plan have assets held for investment | 2018-12-30 | 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 | 2018-12-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-30 | No |
Aggregate proceeds on sale of assets | 2018-12-30 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-30 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-30 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-30 | Disclaimer |
Accountancy firm name | 2018-12-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2018-12-30 | 161131146 |
2017 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-30 | $2,593,097 |
Total of all expenses incurred | 2017-12-30 | $822,932 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-30 | $822,932 |
Value of total assets at end of year | 2017-12-30 | $18,907,471 |
Value of total assets at beginning of year | 2017-12-30 | $17,137,306 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-30 | No |
Was this plan covered by a fidelity bond | 2017-12-30 | Yes |
Value of fidelity bond cover | 2017-12-30 | $300,000 |
If this is an individual account plan, was there a blackout period | 2017-12-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-30 | No |
Value of net income/loss | 2017-12-30 | $1,770,165 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-30 | $18,907,471 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-30 | $17,137,306 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-30 | $18,907,471 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-30 | $16,742,498 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-30 | $2,593,097 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-30 | No |
Employer contributions (assets) at beginning of year | 2017-12-30 | $394,808 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-30 | $822,932 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-30 | No |
Did the plan have assets held for investment | 2017-12-30 | 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 | 2017-12-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-30 | Disclaimer |
Accountancy firm name | 2017-12-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2017-12-30 | 161131146 |
2016 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-30 | $1,157,666 |
Total of all expenses incurred | 2016-12-30 | $991,929 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-30 | $991,929 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-30 | $394,808 |
Value of total assets at end of year | 2016-12-30 | $17,137,306 |
Value of total assets at beginning of year | 2016-12-30 | $16,971,569 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-30 | No |
Was this plan covered by a fidelity bond | 2016-12-30 | Yes |
Value of fidelity bond cover | 2016-12-30 | $300,000 |
If this is an individual account plan, was there a blackout period | 2016-12-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-30 | No |
Value of net income/loss | 2016-12-30 | $165,737 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-30 | $17,137,306 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-30 | $16,971,569 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-30 | $16,742,498 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-30 | $16,971,569 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-30 | $762,858 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-30 | No |
Contributions received in cash from employer | 2016-12-30 | $394,808 |
Employer contributions (assets) at end of year | 2016-12-30 | $394,808 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-30 | $991,929 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-30 | No |
Did the plan have assets held for investment | 2016-12-30 | 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 | 2016-12-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-30 | Disclaimer |
Accountancy firm name | 2016-12-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2016-12-30 | 161131146 |
2015 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-30 | $154,295 |
Total of all expenses incurred | 2015-12-30 | $776,113 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-30 | $776,113 |
Value of total assets at end of year | 2015-12-30 | $16,971,569 |
Value of total assets at beginning of year | 2015-12-30 | $17,593,387 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-30 | No |
Was this plan covered by a fidelity bond | 2015-12-30 | Yes |
Value of fidelity bond cover | 2015-12-30 | $300,000 |
If this is an individual account plan, was there a blackout period | 2015-12-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-30 | No |
Value of net income/loss | 2015-12-30 | $-621,818 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-30 | $16,971,569 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-30 | $17,593,387 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-30 | $16,971,569 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-30 | $17,593,387 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-30 | $154,295 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-30 | $776,113 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-30 | No |
Did the plan have assets held for investment | 2015-12-30 | 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 | 2015-12-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-30 | Disclaimer |
Accountancy firm name | 2015-12-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2015-12-30 | 161131146 |
2014 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-30 | $1,351,174 |
Total of all expenses incurred | 2014-12-30 | $868,306 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-30 | $868,306 |
Value of total assets at end of year | 2014-12-30 | $17,593,387 |
Value of total assets at beginning of year | 2014-12-30 | $17,110,519 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-30 | No |
Was this plan covered by a fidelity bond | 2014-12-30 | Yes |
Value of fidelity bond cover | 2014-12-30 | $300,000 |
If this is an individual account plan, was there a blackout period | 2014-12-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-30 | No |
Value of net income/loss | 2014-12-30 | $482,868 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-30 | $17,593,387 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-30 | $17,110,519 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-30 | $17,593,387 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-30 | $17,110,519 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-30 | $1,351,174 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-30 | $868,306 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-30 | No |
Did the plan have assets held for investment | 2014-12-30 | 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 | 2014-12-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-30 | Disclaimer |
Accountancy firm name | 2014-12-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2014-12-30 | 161131146 |
2013 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-30 | $2,941,651 |
Total of all expenses incurred | 2013-12-30 | $702,921 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-30 | $702,921 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-30 | $673,358 |
Value of total assets at end of year | 2013-12-30 | $17,110,519 |
Value of total assets at beginning of year | 2013-12-30 | $14,871,789 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-30 | No |
Was this plan covered by a fidelity bond | 2013-12-30 | Yes |
Value of fidelity bond cover | 2013-12-30 | $300,000 |
If this is an individual account plan, was there a blackout period | 2013-12-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-30 | No |
Value of net income/loss | 2013-12-30 | $2,238,730 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-30 | $17,110,519 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-30 | $14,871,789 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-30 | $17,110,519 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-30 | $14,258,007 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-30 | $2,268,293 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-30 | No |
Contributions received in cash from employer | 2013-12-30 | $673,358 |
Employer contributions (assets) at beginning of year | 2013-12-30 | $613,782 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-30 | $702,921 |
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 | 2013-12-30 | No |
Did the plan have assets held for investment | 2013-12-30 | 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 | 2013-12-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-30 | Disclaimer |
Accountancy firm name | 2013-12-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2013-12-30 | 161131146 |
2012 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-30 | $2,653,597 |
Total of all expenses incurred | 2012-12-30 | $667,621 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-30 | $667,621 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-30 | $1,411,833 |
Value of total assets at end of year | 2012-12-30 | $14,871,789 |
Value of total assets at beginning of year | 2012-12-30 | $12,885,813 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-30 | No |
Was this plan covered by a fidelity bond | 2012-12-30 | Yes |
Value of fidelity bond cover | 2012-12-30 | $300,000 |
If this is an individual account plan, was there a blackout period | 2012-12-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-30 | No |
Value of net income/loss | 2012-12-30 | $1,985,976 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-30 | $14,871,789 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-30 | $12,885,813 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-30 | $14,258,007 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-30 | $11,911,210 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-30 | $1,241,764 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-30 | No |
Contributions received in cash from employer | 2012-12-30 | $1,411,833 |
Employer contributions (assets) at end of year | 2012-12-30 | $613,782 |
Employer contributions (assets) at beginning of year | 2012-12-30 | $974,603 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-30 | $667,621 |
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 | 2012-12-30 | No |
Did the plan have assets held for investment | 2012-12-30 | 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 | 2012-12-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-30 | Disclaimer |
Accountancy firm name | 2012-12-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2012-12-30 | 161131146 |
2011 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2011 401k financial data |
---|
Total income from all sources (including contributions) | 2011-12-30 | $1,778,555 |
Total of all expenses incurred | 2011-12-30 | $550,985 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-30 | $550,985 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-30 | $1,602,185 |
Value of total assets at end of year | 2011-12-30 | $12,885,813 |
Value of total assets at beginning of year | 2011-12-30 | $11,658,243 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-30 | No |
Was this plan covered by a fidelity bond | 2011-12-30 | Yes |
Value of fidelity bond cover | 2011-12-30 | $300,000 |
If this is an individual account plan, was there a blackout period | 2011-12-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-30 | No |
Value of net income/loss | 2011-12-30 | $1,227,570 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-30 | $12,885,813 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-30 | $11,658,243 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-30 | $11,911,210 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-30 | $10,286,673 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-30 | $176,370 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-30 | No |
Contributions received in cash from employer | 2011-12-30 | $1,602,185 |
Employer contributions (assets) at end of year | 2011-12-30 | $974,603 |
Employer contributions (assets) at beginning of year | 2011-12-30 | $1,371,570 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-30 | $550,985 |
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 | 2011-12-30 | No |
Did the plan have assets held for investment | 2011-12-30 | 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 | 2011-12-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-30 | Disclaimer |
Accountancy firm name | 2011-12-30 | BONADIO & CO., LLP |
Accountancy firm EIN | 2011-12-30 | 161131146 |