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DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 401k Plan overview

Plan NameDAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN
Plan identification number 001

DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DAUGHTERS OF SARAH NURSING CENTER INC. has sponsored the creation of one or more 401k plans.

Company Name:DAUGHTERS OF SARAH NURSING CENTER INC.
Employer identification number (EIN):237120570
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARK L. KOBLENZ2023-10-12 MARK L. KOBLENZ2023-10-12
0012021-01-01MARK L. KOBLENZ2022-10-12 MARK L. KOBLENZ2022-10-12
0012020-01-01MARK L. KOBLENZ2021-10-12 MARK L. KOBLENZ2021-10-12
0012019-01-01MARK L. KOBLENZ2020-10-13 MARK L. KOBLENZ2020-10-13
0012018-01-01
0012017-01-01STACY HOENIG STACY HOENIG2018-10-10
0012016-01-01ANN DEVOST ANN DEVOST2017-10-16
0012015-01-01ANN DEVOST ANN DEVOST2016-07-28
0012015-01-01ANN DEVOST ANN DEVOST2017-03-21
0012014-01-01ANN DEVOST ANN DEVOST2017-03-21
0012014-01-01COURTNEY MULSON2015-10-23
0012012-01-01ANN DEVOST ANN DEVOST2017-03-21
0012011-01-01ANN DEVOST ANN DEVOST2017-03-21
0012010-01-01ANN DEVOST ANN DEVOST2017-03-21
0012009-01-01ANN DEVOST ANN DEVOST2017-03-21

Plan Statistics for DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN

401k plan membership statisitcs for DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN

Measure Date Value
2022: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01353
Total number of active participants reported on line 7a of the Form 55002022-01-01258
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01114
Total of all active and inactive participants2022-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01372
Number of participants with account balances2022-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01372
Total number of active participants reported on line 7a of the Form 55002021-01-01233
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01107
Total of all active and inactive participants2021-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01340
Number of participants with account balances2021-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01391
Total number of active participants reported on line 7a of the Form 55002020-01-01270
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01100
Total of all active and inactive participants2020-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01370
Number of participants with account balances2020-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01522
Total number of active participants reported on line 7a of the Form 55002019-01-01295
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0192
Total of all active and inactive participants2019-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01387
Number of participants with account balances2019-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0123
2018: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01482
Total number of active participants reported on line 7a of the Form 55002018-01-01522
Total of all active and inactive participants2018-01-01522
Total participants2018-01-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0124
2017: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01460
Total number of active participants reported on line 7a of the Form 55002017-01-01255
Number of other retired or separated participants entitled to future benefits2017-01-01227
Total of all active and inactive participants2017-01-01482
Total participants2017-01-01482
Number of participants with account balances2017-01-01482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01415
Total number of active participants reported on line 7a of the Form 55002016-01-01236
Number of other retired or separated participants entitled to future benefits2016-01-01224
Total of all active and inactive participants2016-01-01460
Total participants2016-01-01460
Number of participants with account balances2016-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01432
Total number of active participants reported on line 7a of the Form 55002015-01-01444
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01444
Number of participants with account balances2015-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01387
Total number of active participants reported on line 7a of the Form 55002014-01-01199
Number of other retired or separated participants entitled to future benefits2014-01-01198
Total of all active and inactive participants2014-01-01397
Total participants2014-01-01397
Number of participants with account balances2014-01-01397
2012: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01361
Total number of active participants reported on line 7a of the Form 55002012-01-01182
Number of other retired or separated participants entitled to future benefits2012-01-01196
Total of all active and inactive participants2012-01-01378
Total participants2012-01-01378
Number of participants with account balances2012-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01348
Total number of active participants reported on line 7a of the Form 55002011-01-01175
Number of other retired or separated participants entitled to future benefits2011-01-01186
Total of all active and inactive participants2011-01-01361
Total participants2011-01-01361
Number of participants with account balances2011-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01334
Total number of active participants reported on line 7a of the Form 55002010-01-01167
Number of other retired or separated participants entitled to future benefits2010-01-01181
Total of all active and inactive participants2010-01-01348
Total participants2010-01-01348
Number of participants with account balances2010-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01324
Total number of active participants reported on line 7a of the Form 55002009-01-01178
Number of other retired or separated participants entitled to future benefits2009-01-01156
Total of all active and inactive participants2009-01-01334
Total participants2009-01-01334
Number of participants with account balances2009-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN

Measure Date Value
2022 : DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-273,568
Total of all expenses incurred2022-12-31$421,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$358,730
Expenses. Certain deemed distributions of participant loans2022-12-31$6,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$613,280
Value of total assets at end of year2022-12-31$6,725,928
Value of total assets at beginning of year2022-12-31$7,421,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,789
Total interest from all sources2022-12-31$122,703
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$336,078
Participant contributions at end of year2022-12-31$99,008
Participant contributions at beginning of year2022-12-31$131,996
Participant contributions at beginning of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-695,208
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,725,928
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,421,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$56,789
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,704,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,217,009
Interest on participant loans2022-12-31$6,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$116,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,645,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,816,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,009,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$277,202
Employer contributions (assets) at end of year2022-12-31$277,203
Employer contributions (assets) at beginning of year2022-12-31$255,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$358,730
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BONADIO & CO., LLP
Accountancy firm EIN2022-12-31161131146
2021 : DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,199,599
Total of all expenses incurred2021-12-31$454,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$381,161
Expenses. Certain deemed distributions of participant loans2021-12-31$4,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$560,924
Value of total assets at end of year2021-12-31$7,421,136
Value of total assets at beginning of year2021-12-31$6,676,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$69,592
Total interest from all sources2021-12-31$100,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$279,108
Participant contributions at end of year2021-12-31$131,996
Participant contributions at beginning of year2021-12-31$50,981
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$26,268
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$1,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$744,660
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,421,136
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,676,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$69,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,217,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,765,538
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$5,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$94,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,816,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,603,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$537,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$255,548
Employer contributions (assets) at end of year2021-12-31$255,548
Employer contributions (assets) at beginning of year2021-12-31$254,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$381,161
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BONADIO & CO., LLP
Accountancy firm EIN2021-12-31161131146
2020 : DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2020 401k financial data
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,336,550
Total of all expenses incurred2020-12-31$519,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$470,893
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$540,124
Value of total assets at end of year2020-12-31$6,676,476
Value of total assets at beginning of year2020-12-31$5,859,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,249
Total interest from all sources2020-12-31$71,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$275,485
Participant contributions at end of year2020-12-31$50,981
Participant contributions at beginning of year2020-12-31$50,163
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,771
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$1,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$817,408
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,676,476
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,859,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$48,249
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,765,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,106,070
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$2,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$69,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,603,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,458,544
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$724,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$254,868
Employer contributions (assets) at end of year2020-12-31$254,868
Employer contributions (assets) at beginning of year2020-12-31$244,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$470,893
Contract administrator fees2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BONADIO & CO., LLP
Accountancy firm EIN2020-12-31161131146
2019 : DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,193,910
Total income from all sources (including contributions)2019-12-31$1,193,910
Total of all expenses incurred2019-12-31$259,450
Total of all expenses incurred2019-12-31$259,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$200,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$200,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$528,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$528,144
Value of total assets at end of year2019-12-31$5,859,068
Value of total assets at end of year2019-12-31$5,859,068
Value of total assets at beginning of year2019-12-31$4,924,608
Value of total assets at beginning of year2019-12-31$4,924,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,189
Total interest from all sources2019-12-31$70,387
Total interest from all sources2019-12-31$70,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$259,277
Contributions received from participants2019-12-31$259,277
Participant contributions at end of year2019-12-31$50,163
Participant contributions at end of year2019-12-31$50,163
Participant contributions at beginning of year2019-12-31$36,280
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$1,362
Participant contributions at beginning of year2019-12-31$1,362
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$24,576
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$24,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$934,460
Value of net income/loss2019-12-31$934,460
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,859,068
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,924,608
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,924,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$59,189
Investment advisory and management fees2019-12-31$59,189
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,106,070
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,106,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,875,056
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,875,056
Interest on participant loans2019-12-31$1,703
Interest on participant loans2019-12-31$1,703
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$68,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$68,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,458,544
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,458,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,768,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,768,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$595,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$595,379
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$244,291
Contributions received in cash from employer2019-12-31$244,291
Employer contributions (assets) at end of year2019-12-31$244,291
Employer contributions (assets) at end of year2019-12-31$244,291
Employer contributions (assets) at beginning of year2019-12-31$243,443
Employer contributions (assets) at beginning of year2019-12-31$243,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$200,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$200,261
Contract administrator fees2019-12-31$0
Contract administrator fees2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm EIN2019-12-31161131146
Accountancy firm EIN2019-12-31161131146
2018 : DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$300,969
Total of all expenses incurred2018-12-31$839,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$839,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$502,535
Value of total assets at end of year2018-12-31$4,924,608
Value of total assets at beginning of year2018-12-31$5,463,272
Total interest from all sources2018-12-31$59,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$242,063
Participant contributions at end of year2018-12-31$36,280
Participant contributions at beginning of year2018-12-31$26,928
Participant contributions at end of year2018-12-31$1,362
Participant contributions at beginning of year2018-12-31$15,563
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$17,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-538,664
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,924,608
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,463,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,875,056
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,303,782
Interest on participant loans2018-12-31$1,226
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$57,819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,768,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,891,531
Net investment gain/loss from pooled separate accounts2018-12-31$-260,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$243,443
Employer contributions (assets) at end of year2018-12-31$243,443
Employer contributions (assets) at beginning of year2018-12-31$225,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$839,633
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BONADIO & CO., LLP
Accountancy firm EIN2018-12-31161131146
2017 : DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,033,453
Total of all expenses incurred2017-12-31$560,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$560,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$486,907
Value of total assets at end of year2017-12-31$5,463,272
Value of total assets at beginning of year2017-12-31$4,990,703
Total interest from all sources2017-12-31$56,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$251,828
Participant contributions at end of year2017-12-31$26,928
Participant contributions at beginning of year2017-12-31$60,102
Participant contributions at end of year2017-12-31$15,563
Participant contributions at beginning of year2017-12-31$12,519
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$472,569
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,463,272
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,990,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$3,303,782
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,095,646
Interest on participant loans2017-12-31$924
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$55,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,891,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,606,874
Net investment gain/loss from pooled separate accounts2017-12-31$490,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$232,888
Employer contributions (assets) at end of year2017-12-31$225,468
Employer contributions (assets) at beginning of year2017-12-31$215,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$560,884
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BONADIO & CO., LLP
Accountancy firm EIN2017-12-31161131146
2016 : DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$758,956
Total of all expenses incurred2016-12-31$127,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$127,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$480,705
Value of total assets at end of year2016-12-31$4,990,703
Value of total assets at beginning of year2016-12-31$4,359,597
Total interest from all sources2016-12-31$47,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$234,770
Participant contributions at end of year2016-12-31$60,102
Participant contributions at beginning of year2016-12-31$53,147
Participant contributions at end of year2016-12-31$12,519
Participant contributions at beginning of year2016-12-31$10,212
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$30,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$631,106
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,990,703
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,359,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,095,646
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,629,320
Interest on participant loans2016-12-31$2,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$44,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,606,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,436,340
Net investment gain/loss from pooled separate accounts2016-12-31$231,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$215,562
Employer contributions (assets) at end of year2016-12-31$215,562
Employer contributions (assets) at beginning of year2016-12-31$230,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$127,850
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BONADIO & CO., LLP
Accountancy firm EIN2016-12-31161131146
2015 : DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$22,811
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$459,272
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$890,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$873,378
Expenses. Certain deemed distributions of participant loans2015-12-31$16,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$461,763
Value of total assets at end of year2015-12-31$4,118,807
Value of total assets at beginning of year2015-12-31$4,527,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,367
Total interest from all sources2015-12-31$47,384
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$230,348
Participant contributions at end of year2015-12-31$53,147
Participant contributions at beginning of year2015-12-31$88,084
Participant contributions at end of year2015-12-31$10,212
Participant contributions at beginning of year2015-12-31$18,517
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$60,923
Administrative expenses (other) incurred2015-12-31$1,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-431,485
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,118,807
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,527,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,629,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,092,426
Value of interest in pooled separate accounts at end of year2015-12-31$2,629,320
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,092,426
Interest on participant loans2015-12-31$3,651
Interest earned on other investments2015-12-31$43,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$44,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,436,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,346,971
Net investment gain/loss from pooled separate accounts2015-12-31$-49,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$231,415
Employer contributions (assets) at end of year2015-12-31$230,578
Employer contributions (assets) at beginning of year2015-12-31$231,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$873,378
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BONADIO & CO., LLP
Accountancy firm EIN2015-12-31161131146
2014 : DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$715,175
Total of all expenses incurred2014-12-31$304,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$304,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$497,559
Value of total assets at end of year2014-12-31$4,777,413
Value of total assets at beginning of year2014-12-31$4,366,294
Total interest from all sources2014-12-31$44,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$266,144
Participant contributions at end of year2014-12-31$18,517
Participant contributions at beginning of year2014-12-31$9,931
Assets. Loans (other than to participants) at end of year2014-12-31$88,084
Assets. Loans (other than to participants) at beginning of year2014-12-31$94,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$411,119
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,777,413
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,366,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,092,426
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,741,446
Interest on participant loans2014-12-31$3,832
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$40,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,346,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,308,958
Net investment gain/loss from pooled separate accounts2014-12-31$173,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$231,415
Employer contributions (assets) at end of year2014-12-31$231,415
Employer contributions (assets) at beginning of year2014-12-31$211,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$304,056
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BONADIO & CO., LLP
Accountancy firm EIN2014-12-31161131146
2013 : DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,067,175
Total of all expenses incurred2013-12-31$395,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$395,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$431,485
Value of total assets at end of year2013-12-31$4,366,294
Value of total assets at beginning of year2013-12-31$3,694,551
Total interest from all sources2013-12-31$43,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$219,692
Participant contributions at end of year2013-12-31$9,931
Participant contributions at beginning of year2013-12-31$10,604
Assets. Loans (other than to participants) at end of year2013-12-31$94,166
Assets. Loans (other than to participants) at beginning of year2013-12-31$97,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$671,743
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,366,294
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,694,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,741,446
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,138,782
Interest on participant loans2013-12-31$3,738
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$39,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,308,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,249,539
Net investment gain/loss from pooled separate accounts2013-12-31$592,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$211,793
Employer contributions (assets) at end of year2013-12-31$211,793
Employer contributions (assets) at beginning of year2013-12-31$197,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$395,432
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BONADIO & CO., LLP
Accountancy firm EIN2013-12-31161131146
2012 : DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$808,980
Total of all expenses incurred2012-12-31$246,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$246,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$408,454
Value of total assets at end of year2012-12-31$3,694,551
Value of total assets at beginning of year2012-12-31$3,132,030
Total interest from all sources2012-12-31$38,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$210,723
Participant contributions at end of year2012-12-31$97,895
Participant contributions at beginning of year2012-12-31$48,103
Participant contributions at end of year2012-12-31$10,604
Participant contributions at beginning of year2012-12-31$6,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$562,521
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,694,551
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,132,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,138,782
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,755,705
Interest on participant loans2012-12-31$1,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$37,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,249,539
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,117,875
Net investment gain/loss from pooled separate accounts2012-12-31$361,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$197,731
Employer contributions (assets) at end of year2012-12-31$197,731
Employer contributions (assets) at beginning of year2012-12-31$203,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$246,459
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BONADIO & CO., LLP
Accountancy firm EIN2012-12-31161131146
2011 : DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$311,434
Total of all expenses incurred2011-12-31$361,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$361,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$368,891
Value of total assets at end of year2011-12-31$3,132,030
Value of total assets at beginning of year2011-12-31$3,182,558
Total interest from all sources2011-12-31$35,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$165,221
Participant contributions at end of year2011-12-31$6,677
Participant contributions at beginning of year2011-12-31$5,179
Assets. Loans (other than to participants) at end of year2011-12-31$48,103
Assets. Loans (other than to participants) at beginning of year2011-12-31$41,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-50,528
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,132,030
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,182,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,755,705
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,886,479
Interest on participant loans2011-12-31$2,499
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$33,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,117,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,063,530
Net investment gain/loss from pooled separate accounts2011-12-31$-93,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$203,670
Employer contributions (assets) at end of year2011-12-31$203,670
Employer contributions (assets) at beginning of year2011-12-31$185,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$361,962
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BONADIO & CO., LLP
Accountancy firm EIN2011-12-31161131146
2010 : DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$682,705
Total of all expenses incurred2010-12-31$390,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$390,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$389,112
Value of total assets at end of year2010-12-31$3,182,558
Value of total assets at beginning of year2010-12-31$2,889,991
Total interest from all sources2010-12-31$35,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$147,911
Participant contributions at end of year2010-12-31$5,179
Participant contributions at beginning of year2010-12-31$4,575
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$55,347
Assets. Loans (other than to participants) at end of year2010-12-31$41,516
Assets. Loans (other than to participants) at beginning of year2010-12-31$35,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$292,567
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,182,558
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,889,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,886,479
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,615,276
Interest on participant loans2010-12-31$1,840
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$34,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,063,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,059,970
Net investment gain/loss from pooled separate accounts2010-12-31$257,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$185,854
Employer contributions (assets) at end of year2010-12-31$185,854
Employer contributions (assets) at beginning of year2010-12-31$174,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$390,138
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BONADIO & CO., LLP
Accountancy firm EIN2010-12-31161131146
2009 : DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2009 401k financial data
Total income from all sources (including contributions)2009-12-31$770,839
Total of all expenses incurred2009-12-31$345,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$340,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$336,557
Value of total assets at end of year2009-12-31$2,889,991
Value of total assets at beginning of year2009-12-31$2,465,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$5,329
Total interest from all sources2009-12-31$34,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$250,000
If this is an individual account plan, was there a blackout period2009-12-31No
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$161,757
Participant contributions at end of year2009-12-31$35,370
Participant contributions at beginning of year2009-12-31$39,294
Participant contributions at end of year2009-12-31$4,575
Participant contributions at beginning of year2009-12-31$5,379
Administrative expenses (other) incurred2009-12-31$5,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$424,948
Value of net assets at end of year (total assets less liabilities)2009-12-31$2,889,991
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$2,465,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in pooled separate accounts at end of year2009-12-31$1,615,276
Value of interest in pooled separate accounts at beginning of year2009-12-31$1,165,705
Interest on participant loans2009-12-31$1,513
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-12-31$33,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$1,059,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$1,062,864
Net investment gain/loss from pooled separate accounts2009-12-31$399,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Contributions received in cash from employer2009-12-31$174,800
Employer contributions (assets) at end of year2009-12-31$174,800
Employer contributions (assets) at beginning of year2009-12-31$191,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$340,562
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32009-12-31No
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31BONADIO & CO., LLP
Accountancy firm EIN2009-12-31161131146

Form 5500 Responses for DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN

2022: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2012: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAUGHTERS OF SARAH NURSING CENTER RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered294
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $888
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees888
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7270
Policy instance 1
Insurance contract or identification numberVF7270
Number of Individuals Covered4
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered275
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $851
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees851
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7270
Policy instance 1
Insurance contract or identification numberVF7270
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered257
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $747
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees747
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7270
Policy instance 1
Insurance contract or identification numberVF7270
Number of Individuals Covered8
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered282
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $527
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees527
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7270
Policy instance 1
Insurance contract or identification numberVF7270
Number of Individuals Covered11
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $384
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $384
Insurance broker organization code?6
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7270
Policy instance 1
Insurance contract or identification numberVF7270
Number of Individuals Covered250
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,385
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,877
Insurance broker organization code?6
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7270
Policy instance 1
Insurance contract or identification numberVF7270
Number of Individuals Covered469
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,698
Total amount of fees paid to insurance companyUSD $430
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,429
Amount paid for insurance broker fees430
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID
Insurance broker organization code?6
Insurance broker nameJENNY SARDI
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7270
Policy instance 1
Insurance contract or identification numberVF7270
Number of Individuals Covered444
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,036
Total amount of fees paid to insurance companyUSD $300
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,979
Amount paid for insurance broker fees300
Insurance broker organization code?3
Insurance broker nameDAVID WILLIAMS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7270
Policy instance 1
Insurance contract or identification numberVF7270
Number of Individuals Covered432
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,646
Total amount of fees paid to insurance companyUSD $433
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,646
Amount paid for insurance broker fees433
Insurance broker organization code?3
Insurance broker nameJENNY SARDI
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7270
Policy instance 1
Insurance contract or identification numberVF7270
Number of Individuals Covered416
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,388
Total amount of fees paid to insurance companyUSD $371
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7270
Policy instance 1
Insurance contract or identification numberVF7270
Number of Individuals Covered399
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,068
Total amount of fees paid to insurance companyUSD $1,106
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,052
Amount paid for insurance broker fees1082
Insurance broker organization code?3
Insurance broker nameJENNY SARDI
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7270
Policy instance 1
Insurance contract or identification numberVF7270
Number of Individuals Covered385
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,304
Total amount of fees paid to insurance companyUSD $545
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,344
Amount paid for insurance broker fees469
Insurance broker organization code?3
Insurance broker nameDAVID WILLIAMS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7270
Policy instance 1
Insurance contract or identification numberVF7270
Number of Individuals Covered374
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7270
Policy instance 1
Insurance contract or identification numberVF7270
Number of Individuals Covered357
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $5,321
Total amount of fees paid to insurance companyUSD $937
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,321
Amount paid for insurance broker fees937
Insurance broker organization code?3
Insurance broker namePATRICIA ROSS

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