401k Plan data: LIVING WELL DISABILITY SERVICES 401(K) PLAN plan

LIVING WELL DISABILITY SERVICES 401(K) PLAN 401k Plan overview

Plan Name	LIVING WELL DISABILITY SERVICES 401(K) PLAN
Plan identification number	003

LIVING WELL DISABILITY SERVICES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

LIVING WELL DISABILITY SERVICES has sponsored the creation of one or more 401k plans.

Company Name: LIVING WELL DISABILITY SERVICES

Employer identification number (EIN): 237181360

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIVING WELL DISABILITY SERVICES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2024-01-01 TOM GILLESPIE
003 2023-01-01
003 2023-01-01 TOM GILLESPIE
003 2022-01-01
003 2022-01-01 SYED AKAILVI
003 2021-01-01
003 2021-01-01 SYED AKAILVI
003 2020-01-01
003 2019-01-01
003 2017-01-01 MARTHA LARSON
003 2016-01-01 MARTHA LARSON
003 2015-01-01

Plan Statistics for LIVING WELL DISABILITY SERVICES 401(K) PLAN

401k plan membership statisitcs for LIVING WELL DISABILITY SERVICES 401(K) PLAN

Measure Date Value
2023: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 644
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 351
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 330
Total of all active and inactive participants 2023-01-01 682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 682
Number of participants with account balances 2023-01-01 621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 679
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 329
Number of retired or separated participants receiving benefits 2022-01-01 10
Number of other retired or separated participants entitled to future benefits 2022-01-01 305
Total of all active and inactive participants 2022-01-01 644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 644
Number of participants with account balances 2022-01-01 624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 633
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 341
Number of retired or separated participants receiving benefits 2021-01-01 6
Number of other retired or separated participants entitled to future benefits 2021-01-01 299
Total of all active and inactive participants 2021-01-01 646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 646
Number of participants with account balances 2021-01-01 643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 547
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 315
Number of retired or separated participants receiving benefits 2020-01-01 11
Number of other retired or separated participants entitled to future benefits 2020-01-01 271
Total of all active and inactive participants 2020-01-01 597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 597
Number of participants with account balances 2020-01-01 591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 482
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 309
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 212
Total of all active and inactive participants 2019-01-01 528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 528
Number of participants with account balances 2019-01-01 493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 575
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 386
Number of retired or separated participants receiving benefits 2017-01-01 38
Number of other retired or separated participants entitled to future benefits 2017-01-01 124
Total of all active and inactive participants 2017-01-01 548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 549
Number of participants with account balances 2017-01-01 472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 476
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 368
Number of retired or separated participants receiving benefits 2016-01-01 7
Number of other retired or separated participants entitled to future benefits 2016-01-01 166
Total of all active and inactive participants 2016-01-01 541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 541
Number of participants with account balances 2016-01-01 488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 9
2015: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 476
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 399
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 53
Total of all active and inactive participants 2015-01-01 456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 456
Number of participants with account balances 2015-01-01 286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2023: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	644
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	351
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	330
Total of all active and inactive participants	2023-01-01	682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	682
Number of participants with account balances	2023-01-01	621
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	679
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	329
Number of retired or separated participants receiving benefits	2022-01-01	10
Number of other retired or separated participants entitled to future benefits	2022-01-01	305
Total of all active and inactive participants	2022-01-01	644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	644
Number of participants with account balances	2022-01-01	624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	633
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	341
Number of retired or separated participants receiving benefits	2021-01-01	6
Number of other retired or separated participants entitled to future benefits	2021-01-01	299
Total of all active and inactive participants	2021-01-01	646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	646
Number of participants with account balances	2021-01-01	643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	547
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	315
Number of retired or separated participants receiving benefits	2020-01-01	11
Number of other retired or separated participants entitled to future benefits	2020-01-01	271
Total of all active and inactive participants	2020-01-01	597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	597
Number of participants with account balances	2020-01-01	591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	482
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	309
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	212
Total of all active and inactive participants	2019-01-01	528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	528
Number of participants with account balances	2019-01-01	493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	575
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	386
Number of retired or separated participants receiving benefits	2017-01-01	38
Number of other retired or separated participants entitled to future benefits	2017-01-01	124
Total of all active and inactive participants	2017-01-01	548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	549
Number of participants with account balances	2017-01-01	472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	476
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	368
Number of retired or separated participants receiving benefits	2016-01-01	7
Number of other retired or separated participants entitled to future benefits	2016-01-01	166
Total of all active and inactive participants	2016-01-01	541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	541
Number of participants with account balances	2016-01-01	488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	9
2015: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	476
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	399
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	53
Total of all active and inactive participants	2015-01-01	456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	456
Number of participants with account balances	2015-01-01	286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on LIVING WELL DISABILITY SERVICES 401(K) PLAN

Measure	Date	Value
2023 : LIVING WELL DISABILITY SERVICES 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$0
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$2,801,628
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$598,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$558,402
Expenses. Certain deemed distributions of participant loans	2023-12-31	$0
Value of total corrective distributions	2023-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,168,723
Value of total assets at end of year	2023-12-31	$13,445,501
Value of total assets at beginning of year	2023-12-31	$11,242,203
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$39,928
Total interest from all sources	2023-12-31	$15,052
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$0
Assets. Real estate other than employer real property at end of year	2023-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-12-31	$0
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$579,604
Participant contributions at end of year	2023-12-31	$232,044
Participant contributions at beginning of year	2023-12-31	$218,378
Participant contributions at end of year	2023-12-31	$22,328
Participant contributions at beginning of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$111,037
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$0
Assets. Loans (other than to participants) at end of year	2023-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-12-31	$0
Other income not declared elsewhere	2023-12-31	$0
Administrative expenses (other) incurred	2023-12-31	$22,777
Total non interest bearing cash at end of year	2023-12-31	$174,807
Total non interest bearing cash at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Income. Non cash contributions	2023-12-31	$0
Value of net income/loss	2023-12-31	$2,203,298
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$13,445,501
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$11,242,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Assets. partnership/joint venture interests at end of year	2023-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-12-31	$0
Investment advisory and management fees	2023-12-31	$3,811
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$12,334,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$0
Value of interest in pooled separate accounts at end of year	2023-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$10,345,126
Interest on participant loans	2023-12-31	$15,052
Interest earned on other investments	2023-12-31	$0
Income. Interest from US Government securities	2023-12-31	$0
Income. Interest from corporate debt instruments	2023-12-31	$0
Value of interest in master investment trust accounts at end of year	2023-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-12-31	$0
Value of interest in common/collective trusts at end of year	2023-12-31	$6,642
Value of interest in common/collective trusts at beginning of year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$270,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$289,849
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$0
Asset value of US Government securities at end of year	2023-12-31	$0
Asset value of US Government securities at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$965,193
Net investment gain/loss from pooled separate accounts	2023-12-31	$652,660
Net investment gain or loss from common/collective trusts	2023-12-31	$0
Net gain/loss from 103.12 investment entities	2023-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$478,082
Employer contributions (assets) at end of year	2023-12-31	$404,481
Employer contributions (assets) at beginning of year	2023-12-31	$388,850
Income. Dividends from preferred stock	2023-12-31	$0
Income. Dividends from common stock	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$558,402
Asset. Corporate debt instrument preferred debt at end of year	2023-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-12-31	$0
Contract administrator fees	2023-12-31	$3,795
Assets. Corporate common stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$0
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$0
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2023-12-31	450250958
Unrealized appreciation/depreciation of other (non real estate) assets	2023-01-01	$0
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$2,801,628
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$598,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$558,402
Expenses. Certain deemed distributions of participant loans	2023-01-01	$0
Value of total corrective distributions	2023-01-01	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$1,168,723
Value of total assets at end of year	2023-01-01	$13,445,501
Value of total assets at beginning of year	2023-01-01	$11,242,203
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$39,928
Total interest from all sources	2023-01-01	$15,052
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$0
Assets. Real estate other than employer real property at end of year	2023-01-01	$0
Assets. Real estate other than employer real property at beginning of year	2023-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-01-01	$0
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$579,604
Participant contributions at end of year	2023-01-01	$232,044
Participant contributions at beginning of year	2023-01-01	$218,378
Participant contributions at end of year	2023-01-01	$22,328
Participant contributions at beginning of year	2023-01-01	$0
Assets. Other investments not covered elsewhere at end of year	2023-01-01	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-01-01	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$111,037
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-01-01	$0
Assets. Loans (other than to participants) at end of year	2023-01-01	$0
Assets. Loans (other than to participants) at beginning of year	2023-01-01	$0
Other income not declared elsewhere	2023-01-01	$0
Administrative expenses (other) incurred	2023-01-01	$22,777
Total non interest bearing cash at end of year	2023-01-01	$174,807
Total non interest bearing cash at beginning of year	2023-01-01	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Income. Non cash contributions	2023-01-01	$0
Value of net income/loss	2023-01-01	$2,203,298
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$13,445,501
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$11,242,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Assets. partnership/joint venture interests at end of year	2023-01-01	$0
Assets. partnership/joint venture interests at beginning of year	2023-01-01	$0
Investment advisory and management fees	2023-01-01	$3,811
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$12,334,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$0
Value of interest in pooled separate accounts at end of year	2023-01-01	$0
Value of interest in pooled separate accounts at beginning of year	2023-01-01	$10,345,126
Interest on participant loans	2023-01-01	$15,052
Interest earned on other investments	2023-01-01	$0
Income. Interest from US Government securities	2023-01-01	$0
Income. Interest from corporate debt instruments	2023-01-01	$0
Value of interest in master investment trust accounts at end of year	2023-01-01	$0
Value of interest in master investment trust accounts at beginning of year	2023-01-01	$0
Value of interest in common/collective trusts at end of year	2023-01-01	$6,642
Value of interest in common/collective trusts at beginning of year	2023-01-01	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-01	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-01-01	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$270,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$289,849
Expenses. Payments to insurance carriers foe the provision of benefits	2023-01-01	$0
Asset value of US Government securities at end of year	2023-01-01	$0
Asset value of US Government securities at beginning of year	2023-01-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$965,193
Net investment gain/loss from pooled separate accounts	2023-01-01	$652,660
Net investment gain or loss from common/collective trusts	2023-01-01	$0
Net gain/loss from 103.12 investment entities	2023-01-01	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$478,082
Employer contributions (assets) at end of year	2023-01-01	$404,481
Employer contributions (assets) at beginning of year	2023-01-01	$388,850
Income. Dividends from preferred stock	2023-01-01	$0
Income. Dividends from common stock	2023-01-01	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$558,402
Asset. Corporate debt instrument preferred debt at end of year	2023-01-01	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-01-01	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-01-01	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-01-01	$0
Contract administrator fees	2023-01-01	$3,795
Assets. Corporate common stocks other than exployer securities at end of year	2023-01-01	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-01-01	$0
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Aggregate proceeds on sale of assets	2023-01-01	$0
Aggregate carrying amount (costs) on sale of assets	2023-01-01	$0
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	EIDE BAILLY LLP
Accountancy firm EIN	2023-01-01	450250958
2022 : LIVING WELL DISABILITY SERVICES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-837,560
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$547,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$532,851
Value of total corrective distributions	2022-12-31	$1,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,116,791
Value of total assets at end of year	2022-12-31	$11,242,203
Value of total assets at beginning of year	2022-12-31	$12,627,231
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$13,375
Total interest from all sources	2022-12-31	$17,253
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 year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$582,995
Participant contributions at end of year	2022-12-31	$218,378
Participant contributions at beginning of year	2022-12-31	$195,404
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$30,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,385,028
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,242,203
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,627,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$10,345,126
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$12,185,468
Interest on participant loans	2022-12-31	$9,272
Interest earned on other investments	2022-12-31	$7,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$289,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$242,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,971,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$503,700
Employer contributions (assets) at end of year	2022-12-31	$388,850
Employer contributions (assets) at beginning of year	2022-12-31	$4,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$532,851
Contract administrator fees	2022-12-31	$13,375
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2022-12-31	450250958
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-837,560
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$547,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$532,851
Value of total corrective distributions	2022-01-01	$1,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$1,116,791
Value of total assets at end of year	2022-01-01	$11,242,203
Value of total assets at beginning of year	2022-01-01	$12,627,231
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$13,375
Total interest from all sources	2022-01-01	$17,253
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$582,995
Participant contributions at end of year	2022-01-01	$218,378
Participant contributions at beginning of year	2022-01-01	$195,404
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$30,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-1,385,028
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$11,242,203
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$12,627,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in pooled separate accounts at end of year	2022-01-01	$10,345,126
Value of interest in pooled separate accounts at beginning of year	2022-01-01	$12,185,468
Interest on participant loans	2022-01-01	$9,272
Interest earned on other investments	2022-01-01	$7,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-01-01	$289,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-01-01	$242,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-1,971,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	Yes
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$503,700
Employer contributions (assets) at end of year	2022-01-01	$388,850
Employer contributions (assets) at beginning of year	2022-01-01	$4,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$532,851
Contract administrator fees	2022-01-01	$13,375
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	EIDE BAILLY LLP
Accountancy firm EIN	2022-01-01	450250958
2021 : LIVING WELL DISABILITY SERVICES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,376,084
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$366,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$359,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$974,132
Value of total assets at end of year	2021-12-31	$12,627,231
Value of total assets at beginning of year	2021-12-31	$10,617,523
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$6,865
Total interest from all sources	2021-12-31	$14,761
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$512,848
Participant contributions at end of year	2021-12-31	$195,404
Participant contributions at beginning of year	2021-12-31	$128,983
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$14,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,009,708
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,627,231
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,617,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$12,185,468
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$10,243,983
Interest on participant loans	2021-12-31	$6,752
Interest earned on other investments	2021-12-31	$8,009
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$242,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$237,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,387,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$446,773
Employer contributions (assets) at end of year	2021-12-31	$4,205
Employer contributions (assets) at beginning of year	2021-12-31	$7,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$359,511
Contract administrator fees	2021-12-31	$6,865
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2021-12-31	450250958
2020 : LIVING WELL DISABILITY SERVICES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,472,274
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$459,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$452,647
Value of total corrective distributions	2020-12-31	$2,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,250,522
Value of total assets at end of year	2020-12-31	$10,617,523
Value of total assets at beginning of year	2020-12-31	$8,604,689
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,355
Total interest from all sources	2020-12-31	$14,692
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$-3,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$-3,855
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$398,937
Participant contributions at end of year	2020-12-31	$128,983
Participant contributions at beginning of year	2020-12-31	$153,171
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$427,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,012,834
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,617,523
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,604,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Value of interest in pooled separate accounts at end of year	2020-12-31	$10,243,983
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$7,969,483
Interest on participant loans	2020-12-31	$8,167
Interest earned on other investments	2020-12-31	$6,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$237,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$174,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,210,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$423,940
Employer contributions (assets) at end of year	2020-12-31	$7,536
Employer contributions (assets) at beginning of year	2020-12-31	$307,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$452,647
Contract administrator fees	2020-12-31	$4,355
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2020-12-31	450250958
2019 : LIVING WELL DISABILITY SERVICES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,104,231
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$446,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$457,346
Expenses. Certain deemed distributions of participant loans	2019-12-31	$-15,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$710,898
Value of total assets at end of year	2019-12-31	$8,604,689
Value of total assets at beginning of year	2019-12-31	$6,946,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,945
Total interest from all sources	2019-12-31	$15,682
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$338,690
Participant contributions at end of year	2019-12-31	$153,171
Participant contributions at beginning of year	2019-12-31	$190,641
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,657,748
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,604,689
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,946,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,227,786
Value of interest in pooled separate accounts at end of year	2019-12-31	$7,969,483
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$10,010
Interest earned on other investments	2019-12-31	$5,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$174,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$233,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,377,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$369,241
Employer contributions (assets) at end of year	2019-12-31	$307,774
Employer contributions (assets) at beginning of year	2019-12-31	$294,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$457,346
Contract administrator fees	2019-12-31	$4,945
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2019-12-31	450250958
2018 : LIVING WELL DISABILITY SERVICES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$199,656
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$571,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$541,498
Expenses. Certain deemed distributions of participant loans	2018-12-31	$18,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$656,195
Value of total assets at end of year	2018-12-31	$6,946,941
Value of total assets at beginning of year	2018-12-31	$7,319,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$12,080
Total interest from all sources	2018-12-31	$10,251
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$298,970
Participant contributions at end of year	2018-12-31	$190,641
Participant contributions at beginning of year	2018-12-31	$180,668
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$3,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-372,195
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,946,941
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,319,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,227,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,589,999
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$10,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$233,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$256,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-466,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$353,325
Employer contributions (assets) at end of year	2018-12-31	$294,876
Employer contributions (assets) at beginning of year	2018-12-31	$291,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$541,498
Contract administrator fees	2018-12-31	$12,080
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	EIDE BAILLY LLP
Accountancy firm EIN	2018-12-31	450250958
2017 : LIVING WELL DISABILITY SERVICES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,524,506
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$492,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$473,118
Expenses. Certain deemed distributions of participant loans	2017-12-31	$7,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$597,215
Value of total assets at end of year	2017-12-31	$7,319,136
Value of total assets at beginning of year	2017-12-31	$6,287,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$11,453
Total interest from all sources	2017-12-31	$9,374
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$251,362
Participant contributions at end of year	2017-12-31	$180,668
Participant contributions at beginning of year	2017-12-31	$118,774
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,032,072
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,319,136
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,287,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,589,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,565,098
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$6,161
Interest earned on other investments	2017-12-31	$3,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$256,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$306,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$917,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$344,479
Employer contributions (assets) at end of year	2017-12-31	$291,713
Employer contributions (assets) at beginning of year	2017-12-31	$296,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$473,118
Contract administrator fees	2017-12-31	$11,453
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : LIVING WELL DISABILITY SERVICES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$954,309
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$127,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$122,320
Expenses. Certain deemed distributions of participant loans	2016-12-31	$565
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$574,500
Value of total assets at end of year	2016-12-31	$6,287,064
Value of total assets at beginning of year	2016-12-31	$5,460,725
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,085
Total interest from all sources	2016-12-31	$3,406
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$208,546
Participant contributions at end of year	2016-12-31	$118,774
Participant contributions at beginning of year	2016-12-31	$47,087
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$18,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$826,339
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,287,064
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,460,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,565,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,818,263
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Income. Interest from loans (other than to participants)	2016-12-31	$3,406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$306,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$288,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$376,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$347,638
Employer contributions (assets) at end of year	2016-12-31	$296,704
Employer contributions (assets) at beginning of year	2016-12-31	$307,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$122,320
Contract administrator fees	2016-12-31	$5,085
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : LIVING WELL DISABILITY SERVICES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$5,035,067
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	$854,477
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$428,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$420,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$936,090
Value of total assets at end of year	2015-12-31	$5,460,725
Value of total assets at beginning of year	2015-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,885
Total interest from all sources	2015-12-31	$5,248
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 year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$192,842
Participant contributions at end of year	2015-12-31	$47,087
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$387,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$425,658
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,460,725
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,818,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$0
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$2,539
Interest earned on other investments	2015-12-31	$2,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$288,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-86,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$355,256
Employer contributions (assets) at end of year	2015-12-31	$307,206
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$420,934
Contract administrator fees	2015-12-31	$7,885
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2015-12-31	410746749

Form 5500 Responses for LIVING WELL DISABILITY SERVICES 401(K) PLAN

2023: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LIVING WELL DISABILITY SERVICES 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812452

Policy instance

Insurance contract or identification number	812452
Number of Individuals Covered	0
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

812452

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812452

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812452

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812452

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

812452

Policy instance

Potentially related plans

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Company Name:	LIVING WELL DISABILITY SERVICES
Employer identification number (EIN):	237181360
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Plan id#	Filing Submission Date	Name of Administrator
003	2024-01-01	TOM GILLESPIE
003	2023-01-01
003	2023-01-01	TOM GILLESPIE
003	2022-01-01
003	2022-01-01	SYED AKAILVI
003	2021-01-01
003	2021-01-01	SYED AKAILVI
003	2020-01-01
003	2019-01-01
003	2017-01-01	MARTHA LARSON
003	2016-01-01	MARTHA LARSON
003	2015-01-01