401k Plan data: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN plan

MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan Name	MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN
Plan identification number	001

MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: THE MENNONITE HOME

Employer identification number (EIN): 231413689

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 JOHN SAUDER 2024-01-26
001 2021-07-01 JOHN SAUDER 2023-01-26
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 JOHN SAUDER

Plan Statistics for MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 548
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 429
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 96
Total of all active and inactive participants 2022-07-01 525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 1
Total participants 2022-07-01 526
Number of participants with account balances 2022-07-01 343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 591
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 425
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 104
Total of all active and inactive participants 2021-07-01 529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 2
Total participants 2021-07-01 531
Number of participants with account balances 2021-07-01 375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 574
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 447
Number of retired or separated participants receiving benefits 2020-07-01 5
Number of other retired or separated participants entitled to future benefits 2020-07-01 100
Total of all active and inactive participants 2020-07-01 552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 552
Number of participants with account balances 2020-07-01 401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 593
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 464
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 105
Total of all active and inactive participants 2019-07-01 569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 569
Number of participants with account balances 2019-07-01 398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 667
Total of all active and inactive participants 2018-07-01 0
Total participants 2018-07-01 0
2017: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 719
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 573
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 93
Total of all active and inactive participants 2017-07-01 666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 667
Number of participants with account balances 2017-07-01 417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 665
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 628
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 88
Total of all active and inactive participants 2016-07-01 716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 716
Number of participants with account balances 2016-07-01 369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 4

Measure	Date	Value
2022: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	548
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	429
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	96
Total of all active and inactive participants	2022-07-01	525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	1
Total participants	2022-07-01	526
Number of participants with account balances	2022-07-01	343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	591
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	425
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	104
Total of all active and inactive participants	2021-07-01	529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	2
Total participants	2021-07-01	531
Number of participants with account balances	2021-07-01	375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	574
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	447
Number of retired or separated participants receiving benefits	2020-07-01	5
Number of other retired or separated participants entitled to future benefits	2020-07-01	100
Total of all active and inactive participants	2020-07-01	552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	552
Number of participants with account balances	2020-07-01	401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	593
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	464
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	105
Total of all active and inactive participants	2019-07-01	569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	569
Number of participants with account balances	2019-07-01	398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	667
Total of all active and inactive participants	2018-07-01	0
Total participants	2018-07-01	0
2017: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	719
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	573
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	93
Total of all active and inactive participants	2017-07-01	666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	667
Number of participants with account balances	2017-07-01	417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	665
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	628
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	88
Total of all active and inactive participants	2016-07-01	716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	716
Number of participants with account balances	2016-07-01	369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	4

Financial Data on MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN

Measure	Date	Value
2023 : MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$156
Total income from all sources (including contributions)	2023-06-30	$3,131,709
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$2,655,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$2,583,676
Expenses. Certain deemed distributions of participant loans	2023-06-30	$8,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$1,611,573
Value of total assets at end of year	2023-06-30	$17,143,688
Value of total assets at beginning of year	2023-06-30	$16,667,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$63,573
Total interest from all sources	2023-06-30	$4,257
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$830,579
Participant contributions at end of year	2023-06-30	$72,735
Participant contributions at beginning of year	2023-06-30	$77,054
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$58,901
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-06-30	$156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$476,024
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$17,143,688
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$16,667,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$15,634,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$15,369,652
Interest on participant loans	2023-06-30	$4,257
Value of interest in common/collective trusts at end of year	2023-06-30	$1,082,262
Value of interest in common/collective trusts at beginning of year	2023-06-30	$919,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$1,485,607
Net investment gain or loss from common/collective trusts	2023-06-30	$30,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$722,093
Employer contributions (assets) at end of year	2023-06-30	$353,928
Employer contributions (assets) at beginning of year	2023-06-30	$302,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$2,583,676
Contract administrator fees	2023-06-30	$63,573
Did the plan have assets held for investment	2023-06-30	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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	RKL LLP
Accountancy firm EIN	2023-06-30	232108173
2022 : MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-1,065,036
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$2,045,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,964,673
Expenses. Certain deemed distributions of participant loans	2022-06-30	$12,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,493,150
Value of total assets at end of year	2022-06-30	$16,667,820
Value of total assets at beginning of year	2022-06-30	$19,778,699
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$69,173
Total interest from all sources	2022-06-30	$5,271
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$794,159
Participant contributions at end of year	2022-06-30	$77,054
Participant contributions at beginning of year	2022-06-30	$107,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$156
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$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	2022-06-30	No
Value of net income/loss	2022-06-30	$-3,111,035
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$16,667,664
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$19,778,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$15,369,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$19,017,634
Interest on participant loans	2022-06-30	$5,271
Value of interest in common/collective trusts at end of year	2022-06-30	$919,039
Value of interest in common/collective trusts at beginning of year	2022-06-30	$653,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-2,579,273
Net investment gain or loss from common/collective trusts	2022-06-30	$15,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$698,991
Employer contributions (assets) at end of year	2022-06-30	$302,075
Employer contributions (assets) at beginning of year	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,964,673
Contract administrator fees	2022-06-30	$69,173
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	RKL LLP
Accountancy firm EIN	2022-06-30	232108173
2021 : MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$5,772,574
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$2,394,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$2,323,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,471,092
Value of total assets at end of year	2021-06-30	$19,778,699
Value of total assets at beginning of year	2021-06-30	$16,400,910
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$71,245
Total interest from all sources	2021-06-30	$7,873
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$704,785
Participant contributions at end of year	2021-06-30	$107,962
Participant contributions at beginning of year	2021-06-30	$172,104
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$51,608
Total non interest bearing cash at end of year	2021-06-30	$0
Total non interest bearing cash at beginning of year	2021-06-30	$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	2021-06-30	No
Value of net income/loss	2021-06-30	$3,377,789
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$19,778,699
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$16,400,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$19,017,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$15,565,176
Interest on participant loans	2021-06-30	$7,873
Value of interest in common/collective trusts at end of year	2021-06-30	$653,103
Value of interest in common/collective trusts at beginning of year	2021-06-30	$663,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$4,281,076
Net investment gain or loss from common/collective trusts	2021-06-30	$12,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$714,699
Employer contributions (assets) at end of year	2021-06-30	$0
Employer contributions (assets) at beginning of year	2021-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$2,323,540
Contract administrator fees	2021-06-30	$71,245
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	RKL LLP
Accountancy firm EIN	2021-06-30	232108173
2020 : MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$2,076,739
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$1,763,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,717,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,454,554
Value of total assets at end of year	2020-06-30	$16,400,910
Value of total assets at beginning of year	2020-06-30	$16,088,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$46,369
Total interest from all sources	2020-06-30	$11,188
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$671,943
Participant contributions at end of year	2020-06-30	$172,104
Participant contributions at beginning of year	2020-06-30	$203,191
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$57,202
Total non interest bearing cash at end of year	2020-06-30	$0
Total non interest bearing cash at beginning of year	2020-06-30	$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	2020-06-30	No
Value of net income/loss	2020-06-30	$312,774
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$16,400,910
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$16,088,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$15,565,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$15,257,442
Interest on participant loans	2020-06-30	$11,188
Value of interest in common/collective trusts at end of year	2020-06-30	$663,630
Value of interest in common/collective trusts at beginning of year	2020-06-30	$613,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$595,861
Net investment gain or loss from common/collective trusts	2020-06-30	$15,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$725,409
Employer contributions (assets) at end of year	2020-06-30	$0
Employer contributions (assets) at beginning of year	2020-06-30	$13,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,717,596
Contract administrator fees	2020-06-30	$46,369
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	RKL LLP
Accountancy firm EIN	2020-06-30	232108173
2019 : MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$2,398,000
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$2,191,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$2,110,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,420,930
Value of total assets at end of year	2019-06-30	$16,088,136
Value of total assets at beginning of year	2019-06-30	$15,881,263
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$81,009
Total interest from all sources	2019-06-30	$9,943
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Administrative expenses professional fees incurred	2019-06-30	$81,009
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$636,671
Participant contributions at end of year	2019-06-30	$203,191
Participant contributions at beginning of year	2019-06-30	$197,178
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$61,984
Total non interest bearing cash at end of year	2019-06-30	$0
Total non interest bearing cash at beginning of year	2019-06-30	$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	2019-06-30	No
Value of net income/loss	2019-06-30	$206,873
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$16,088,136
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$15,881,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$15,257,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$15,138,697
Interest on participant loans	2019-06-30	$9,943
Value of interest in common/collective trusts at end of year	2019-06-30	$613,861
Value of interest in common/collective trusts at beginning of year	2019-06-30	$531,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$951,332
Net investment gain or loss from common/collective trusts	2019-06-30	$15,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$722,275
Employer contributions (assets) at end of year	2019-06-30	$13,642
Employer contributions (assets) at beginning of year	2019-06-30	$13,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$2,110,118
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	RKL LLP
Accountancy firm EIN	2019-06-30	232108173
2018 : MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$2,624,091
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$1,561,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,497,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,373,613
Value of total assets at end of year	2018-06-30	$15,881,263
Value of total assets at beginning of year	2018-06-30	$14,818,666
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$63,956
Total interest from all sources	2018-06-30	$8,891
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$342,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$342,579
Administrative expenses professional fees incurred	2018-06-30	$38,270
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$629,639
Participant contributions at end of year	2018-06-30	$197,178
Participant contributions at beginning of year	2018-06-30	$234,759
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$69,778
Total non interest bearing cash at end of year	2018-06-30	$0
Total non interest bearing cash at beginning of year	2018-06-30	$856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,062,597
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$15,881,263
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$14,818,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$15,138,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$14,109,066
Interest on participant loans	2018-06-30	$8,891
Value of interest in common/collective trusts at end of year	2018-06-30	$531,665
Value of interest in common/collective trusts at beginning of year	2018-06-30	$473,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$885,434
Net investment gain or loss from common/collective trusts	2018-06-30	$13,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$674,196
Employer contributions (assets) at end of year	2018-06-30	$13,723
Employer contributions (assets) at beginning of year	2018-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,497,538
Contract administrator fees	2018-06-30	$25,686
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	RKL LLP
Accountancy firm EIN	2018-06-30	232108173
2017 : MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$2,844,501
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$2,018,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,952,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,269,737
Value of total assets at end of year	2017-06-30	$14,818,666
Value of total assets at beginning of year	2017-06-30	$13,993,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$66,744
Total interest from all sources	2017-06-30	$10,887
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$278,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$278,677
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$593,119
Participant contributions at end of year	2017-06-30	$234,759
Participant contributions at beginning of year	2017-06-30	$257,039
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$53,213
Other income not declared elsewhere	2017-06-30	$0
Total non interest bearing cash at end of year	2017-06-30	$856
Total non interest bearing cash at beginning of year	2017-06-30	$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	2017-06-30	No
Value of net income/loss	2017-06-30	$825,554
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$14,818,666
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$13,993,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$14,109,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$13,222,457
Interest on participant loans	2017-06-30	$10,887
Value of interest in common/collective trusts at end of year	2017-06-30	$473,985
Value of interest in common/collective trusts at beginning of year	2017-06-30	$513,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$1,272,859
Net investment gain or loss from common/collective trusts	2017-06-30	$12,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$623,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,952,203
Contract administrator fees	2017-06-30	$66,744
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	RKL LLP
Accountancy firm EIN	2017-06-30	232108173

Form 5500 Responses for MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN

2022: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	Yes
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: MENNONITE HOME COMMUNITIES SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	First time form 5500 has been submitted	Yes
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes

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MENNONITE HOME ASSOCIATION, INC. 401K PROFIT SHARING PLAN [EIN = 430730924]

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Company Name:	THE MENNONITE HOME
Employer identification number (EIN):	231413689
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-07-01	JOHN SAUDER	2024-01-26
001	2021-07-01	JOHN SAUDER	2023-01-26
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2018-07-01
001	2017-07-01
001	2016-07-01	JOHN SAUDER