401k Plan data: PASSAVANT MEMORIAL HOMES 401(K) PLAN plan

PASSAVANT MEMORIAL HOMES 401(K) PLAN 401k Plan overview

Plan Name	PASSAVANT MEMORIAL HOMES 401(K) PLAN
Plan identification number	002

PASSAVANT MEMORIAL HOMES 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PASSAVANT MEMORIAL HOMES, INC. has sponsored the creation of one or more 401k plans.

Company Name: PASSAVANT MEMORIAL HOMES, INC.

Employer identification number (EIN): 251021794

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PASSAVANT MEMORIAL HOMES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 DONNA BAZZONE 2023-10-23
002 2021-01-01 DONNA BAZZONE 2022-10-16
002 2020-01-01 DONNA BAZZONE 2021-10-14
002 2019-01-01 ROBERT DOUGHERTY 2020-10-12
002 2018-01-01 ROBERT DOUGHERTY 2019-10-08
002 2017-01-01
002 2016-01-01
002 2015-01-01 ROBERT DOUGHERTY
002 2014-01-01 ROBERT DOUGHERTY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	DONNA BAZZONE	2023-10-23
002	2021-01-01	DONNA BAZZONE	2022-10-16
002	2020-01-01	DONNA BAZZONE	2021-10-14
002	2019-01-01	ROBERT DOUGHERTY	2020-10-12
002	2018-01-01	ROBERT DOUGHERTY	2019-10-08
002	2017-01-01
002	2016-01-01
002	2015-01-01	ROBERT DOUGHERTY
002	2014-01-01	ROBERT DOUGHERTY

Plan Statistics for PASSAVANT MEMORIAL HOMES 401(K) PLAN

401k plan membership statisitcs for PASSAVANT MEMORIAL HOMES 401(K) PLAN

Measure Date Value
2022: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 301
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 189
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 49
Total of all active and inactive participants 2022-01-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 238
Number of participants with account balances 2022-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 334
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 246
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 52
Total of all active and inactive participants 2021-01-01 298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 299
Number of participants with account balances 2021-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 342
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 272
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 52
Total of all active and inactive participants 2020-01-01 324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 325
Number of participants with account balances 2020-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 336
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 299
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 42
Total of all active and inactive participants 2019-01-01 341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 341
Number of participants with account balances 2019-01-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 319
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 297
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 24
Total of all active and inactive participants 2018-01-01 321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 321
Number of participants with account balances 2018-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 343
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 286
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 28
Total of all active and inactive participants 2017-01-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 314
Number of participants with account balances 2017-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 415
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 309
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 31
Total of all active and inactive participants 2016-01-01 340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 340
Number of participants with account balances 2016-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 409
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 369
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 43
Total of all active and inactive participants 2015-01-01 412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 413
Number of participants with account balances 2015-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 369
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 368
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 33
Total of all active and inactive participants 2014-01-01 401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 401
Number of participants with account balances 2014-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9

Measure	Date	Value
2022: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	301
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	189
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	49
Total of all active and inactive participants	2022-01-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	238
Number of participants with account balances	2022-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	334
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	246
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	52
Total of all active and inactive participants	2021-01-01	298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	299
Number of participants with account balances	2021-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	342
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	272
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	52
Total of all active and inactive participants	2020-01-01	324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	325
Number of participants with account balances	2020-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	336
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	299
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	42
Total of all active and inactive participants	2019-01-01	341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	341
Number of participants with account balances	2019-01-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	319
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	297
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	24
Total of all active and inactive participants	2018-01-01	321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	321
Number of participants with account balances	2018-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	343
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	286
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	28
Total of all active and inactive participants	2017-01-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	314
Number of participants with account balances	2017-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	415
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	309
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	31
Total of all active and inactive participants	2016-01-01	340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	340
Number of participants with account balances	2016-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	409
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	369
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	43
Total of all active and inactive participants	2015-01-01	412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	413
Number of participants with account balances	2015-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	369
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	368
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	33
Total of all active and inactive participants	2014-01-01	401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	401
Number of participants with account balances	2014-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9

Financial Data on PASSAVANT MEMORIAL HOMES 401(K) PLAN

Measure	Date	Value
2022 : PASSAVANT MEMORIAL HOMES 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	$-639,355
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,376,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,281,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,108,995
Value of total assets at end of year	2022-12-31	$8,264,229
Value of total assets at beginning of year	2022-12-31	$10,280,364
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$95,231
Total interest from all sources	2022-12-31	$14,766
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$230,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$230,612
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,600,000
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	$691,063
Participant contributions at end of year	2022-12-31	$52,735
Participant contributions at beginning of year	2022-12-31	$57,771
Participant contributions at end of year	2022-12-31	$24,573
Participant contributions at beginning of year	2022-12-31	$24,826
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$86,549
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	$-2,016,135
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,264,229
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,280,364
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 registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,405,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,630,826
Interest on participant loans	2022-12-31	$2,119
Interest earned on other investments	2022-12-31	$12,647
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,555,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$768,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,993,728
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	$331,383
Employer contributions (assets) at end of year	2022-12-31	$12,662
Employer contributions (assets) at beginning of year	2022-12-31	$11,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,281,549
Contract administrator fees	2022-12-31	$95,231
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	BAKER TILLY US,LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : PASSAVANT MEMORIAL HOMES 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	$2,659,119
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,504,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,408,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,253,441
Value of total assets at end of year	2021-12-31	$10,280,364
Value of total assets at beginning of year	2021-12-31	$9,125,971
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$96,089
Total interest from all sources	2021-12-31	$2,080
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$513,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$513,567
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	$722,004
Participant contributions at end of year	2021-12-31	$57,771
Participant contributions at beginning of year	2021-12-31	$46,995
Participant contributions at end of year	2021-12-31	$24,826
Participant contributions at beginning of year	2021-12-31	$9,655
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$180,849
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	$1,154,393
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,280,364
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,125,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,630,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,393,583
Interest on participant loans	2021-12-31	$2,080
Value of interest in common/collective trusts at end of year	2021-12-31	$1,555,474
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,672,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$726,084
Net investment gain or loss from common/collective trusts	2021-12-31	$163,947
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	Yes
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	$350,588
Employer contributions (assets) at end of year	2021-12-31	$11,467
Employer contributions (assets) at beginning of year	2021-12-31	$3,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,408,637
Contract administrator fees	2021-12-31	$96,089
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	BAKER TILLY US, LLP
Accountancy firm EIN	2021-12-31	390859910
2020 : PASSAVANT MEMORIAL HOMES 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	$2,408,295
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,001,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,908,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,030,758
Value of total assets at end of year	2020-12-31	$9,125,971
Value of total assets at beginning of year	2020-12-31	$8,718,849
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$92,305
Total interest from all sources	2020-12-31	$4,270
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$234,524
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	$234,524
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	$698,216
Participant contributions at end of year	2020-12-31	$46,995
Participant contributions at beginning of year	2020-12-31	$110,291
Participant contributions at end of year	2020-12-31	$9,655
Participant contributions at beginning of year	2020-12-31	$25,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$407,122
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,125,971
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,718,849
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	$7,393,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,504,635
Interest on participant loans	2020-12-31	$4,270
Value of interest in common/collective trusts at end of year	2020-12-31	$1,672,256
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,060,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$931,630
Net investment gain or loss from common/collective trusts	2020-12-31	$207,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$332,542
Employer contributions (assets) at end of year	2020-12-31	$3,482
Employer contributions (assets) at beginning of year	2020-12-31	$17,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,908,868
Contract administrator fees	2020-12-31	$92,305
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ARNETT CARBIS TOOTHMAN
Accountancy firm EIN	2020-12-31	550486667
2019 : PASSAVANT MEMORIAL HOMES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$241
Total transfer of assets to this plan	2019-12-31	$241
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	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 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	$3,301,986
Total income from all sources (including contributions)	2019-12-31	$3,301,986
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,143,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,059,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,059,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,790,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,790,535
Value of total assets at end of year	2019-12-31	$8,718,849
Value of total assets at end of year	2019-12-31	$8,718,849
Value of total assets at beginning of year	2019-12-31	$6,560,004
Value of total assets at beginning of year	2019-12-31	$6,560,004
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$83,841
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$83,841
Total interest from all sources	2019-12-31	$6,493
Total interest from all sources	2019-12-31	$6,493
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$207,109
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$207,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$207,109
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$207,109
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$708,676
Contributions received from participants	2019-12-31	$708,676
Participant contributions at end of year	2019-12-31	$110,291
Participant contributions at end of year	2019-12-31	$110,291
Participant contributions at beginning of year	2019-12-31	$120,911
Participant contributions at beginning of year	2019-12-31	$120,911
Participant contributions at end of year	2019-12-31	$25,900
Participant contributions at end of year	2019-12-31	$25,900
Participant contributions at beginning of year	2019-12-31	$22,930
Participant contributions at beginning of year	2019-12-31	$22,930
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$708,705
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$708,705
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
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	$2,158,604
Value of net income/loss	2019-12-31	$2,158,604
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,718,849
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,718,849
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,560,004
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,560,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$6,504,635
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,504,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,586,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,586,045
Interest on participant loans	2019-12-31	$6,493
Interest on participant loans	2019-12-31	$6,493
Value of interest in common/collective trusts at end of year	2019-12-31	$2,060,576
Value of interest in common/collective trusts at end of year	2019-12-31	$2,060,576
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,818,963
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,818,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,024,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,024,814
Net investment gain or loss from common/collective trusts	2019-12-31	$273,035
Net investment gain or loss from common/collective trusts	2019-12-31	$273,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
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	$373,154
Contributions received in cash from employer	2019-12-31	$373,154
Employer contributions (assets) at end of year	2019-12-31	$17,447
Employer contributions (assets) at end of year	2019-12-31	$17,447
Employer contributions (assets) at beginning of year	2019-12-31	$11,155
Employer contributions (assets) at beginning of year	2019-12-31	$11,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,059,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,059,541
Contract administrator fees	2019-12-31	$83,841
Contract administrator fees	2019-12-31	$83,841
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ARNETT CARBIS TOOTHMAN
Accountancy firm name	2019-12-31	ARNETT CARBIS TOOTHMAN
Accountancy firm EIN	2019-12-31	550486667
Accountancy firm EIN	2019-12-31	550486667
2018 : PASSAVANT MEMORIAL HOMES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$801
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	$654,714
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$613,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$527,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$981,363
Value of total assets at end of year	2018-12-31	$6,560,004
Value of total assets at beginning of year	2018-12-31	$6,517,601
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$85,656
Total interest from all sources	2018-12-31	$4,395
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$243,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$243,679
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
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	$654,348
Participant contributions at end of year	2018-12-31	$120,911
Participant contributions at beginning of year	2018-12-31	$27,589
Participant contributions at end of year	2018-12-31	$22,930
Participant contributions at beginning of year	2018-12-31	$22,830
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$20,727
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	$41,602
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,560,004
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,517,601
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	$4,586,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,406,919
Interest on participant loans	2018-12-31	$4,395
Value of interest in common/collective trusts at end of year	2018-12-31	$1,818,963
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,048,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-548,640
Net investment gain or loss from common/collective trusts	2018-12-31	$-26,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$306,288
Employer contributions (assets) at end of year	2018-12-31	$11,155
Employer contributions (assets) at beginning of year	2018-12-31	$11,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$527,456
Contract administrator fees	2018-12-31	$85,656
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	ARNETT CARBIS TOOTHMAN
Accountancy firm EIN	2018-12-31	550486667
2017 : PASSAVANT MEMORIAL HOMES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$12,572
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	$1,789,590
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$705,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$635,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$945,406
Value of total assets at end of year	2017-12-31	$6,517,601
Value of total assets at beginning of year	2017-12-31	$5,421,026
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$69,860
Total interest from all sources	2017-12-31	$1,918
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$178,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$178,056
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
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	$612,836
Participant contributions at end of year	2017-12-31	$27,589
Participant contributions at beginning of year	2017-12-31	$48,628
Participant contributions at end of year	2017-12-31	$22,830
Participant contributions at beginning of year	2017-12-31	$19,015
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$27,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,084,003
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,517,601
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,421,026
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	$4,406,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,240,738
Interest on participant loans	2017-12-31	$1,918
Value of interest in common/collective trusts at end of year	2017-12-31	$2,048,888
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,101,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$421,620
Net investment gain or loss from common/collective trusts	2017-12-31	$242,590
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	$305,570
Employer contributions (assets) at end of year	2017-12-31	$11,375
Employer contributions (assets) at beginning of year	2017-12-31	$10,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$635,727
Contract administrator fees	2017-12-31	$69,860
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	ARNETT CARBIS TOOTHMAN
Accountancy firm EIN	2017-12-31	550486667
2016 : PASSAVANT MEMORIAL HOMES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$1,104
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	$1,194,537
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$597,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$534,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$807,934
Value of total assets at end of year	2016-12-31	$5,421,026
Value of total assets at beginning of year	2016-12-31	$4,823,028
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$63,147
Total interest from all sources	2016-12-31	$547
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$105,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$105,688
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
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	$517,340
Participant contributions at end of year	2016-12-31	$48,628
Participant contributions at beginning of year	2016-12-31	$3,001
Participant contributions at end of year	2016-12-31	$19,015
Participant contributions at beginning of year	2016-12-31	$11,909
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$9,138
Total non interest bearing cash at beginning of year	2016-12-31	$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	2016-12-31	No
Value of net income/loss	2016-12-31	$596,894
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,421,026
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,823,028
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	$3,240,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,785,797
Interest on participant loans	2016-12-31	$547
Value of interest in common/collective trusts at end of year	2016-12-31	$2,101,893
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,017,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$159,112
Net investment gain or loss from common/collective trusts	2016-12-31	$121,256
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	$281,456
Employer contributions (assets) at end of year	2016-12-31	$10,752
Employer contributions (assets) at beginning of year	2016-12-31	$5,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$534,496
Contract administrator fees	2016-12-31	$63,147
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	ARNETT CARBIS TOOTHMAN
Accountancy firm EIN	2016-12-31	550486667
2015 : PASSAVANT MEMORIAL HOMES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$583,550
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$435,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$376,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$598,953
Value of total assets at end of year	2015-12-31	$4,823,028
Value of total assets at beginning of year	2015-12-31	$4,674,662
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$59,148
Total interest from all sources	2015-12-31	$230
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$132,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$132,631
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
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	$403,158
Participant contributions at end of year	2015-12-31	$3,001
Participant contributions at beginning of year	2015-12-31	$9,579
Participant contributions at end of year	2015-12-31	$11,909
Participant contributions at beginning of year	2015-12-31	$2,249
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$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	2015-12-31	No
Value of net income/loss	2015-12-31	$148,366
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,823,028
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,674,662
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	$2,785,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,999,450
Interest on participant loans	2015-12-31	$230
Value of interest in common/collective trusts at end of year	2015-12-31	$2,017,007
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,662,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-154,334
Net investment gain or loss from common/collective trusts	2015-12-31	$6,070
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	Yes
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	$195,795
Employer contributions (assets) at end of year	2015-12-31	$5,314
Employer contributions (assets) at beginning of year	2015-12-31	$1,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$376,036
Contract administrator fees	2015-12-31	$59,148
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	ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN	2015-12-31	550486667
2014 : PASSAVANT MEMORIAL HOMES 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$294,579
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$61,796
Total income from all sources (including contributions)	2014-12-31	$882,463
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$729,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$675,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$563,879
Value of total assets at end of year	2014-12-31	$4,674,662
Value of total assets at beginning of year	2014-12-31	$4,289,196
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$53,906
Total interest from all sources	2014-12-31	$274
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$142,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$142,186
Administrative expenses professional fees incurred	2014-12-31	$53,906
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$401,257
Participant contributions at end of year	2014-12-31	$9,579
Participant contributions at beginning of year	2014-12-31	$10,047
Participant contributions at end of year	2014-12-31	$2,249
Participant contributions at beginning of year	2014-12-31	$18,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$61,796
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$1,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$152,683
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,674,662
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,227,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,999,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,770,959
Interest on participant loans	2014-12-31	$274
Value of interest in common/collective trusts at end of year	2014-12-31	$1,662,324
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,478,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$96,098
Net investment gain or loss from common/collective trusts	2014-12-31	$80,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$162,622
Employer contributions (assets) at end of year	2014-12-31	$1,060
Employer contributions (assets) at beginning of year	2014-12-31	$9,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$675,874
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN	2014-12-31	550486667

Form 5500 Responses for PASSAVANT MEMORIAL HOMES 401(K) PLAN

2022: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
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: PASSAVANT MEMORIAL HOMES 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PASSAVANT MEMORIAL HOMES 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PASSAVANT MEMORIAL HOMES 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PASSAVANT MEMORIAL HOMES 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PASSAVANT MEMORIAL HOMES 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PASSAVANT MEMORIAL HOMES 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

805228

Policy instance

Insurance contract or identification number	805228
Number of Individuals Covered	238
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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?	No
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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PASSAVANT MEMORIAL HOMES, INC.
Employer identification number (EIN):	251021794
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities