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

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

Plan Name	PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN
Plan identification number	003

PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 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.
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

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 UNION EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 DONNA BAZZONE 2023-10-12
003 2021-01-01 DONNA BAZZONE 2022-10-16
003 2020-01-01 DONNA BAZZONE 2021-10-14
003 2019-01-01 ROBERT DOUGHERTY 2020-10-12
003 2018-01-01 ROBERT DOUGHERTY 2019-10-08
003 2017-01-01
003 2016-01-01
003 2015-01-01 ROBERT DOUGHERTY
003 2014-01-01 ROBERT DOUGHERTY
003 2014-01-01 ROBERT DOUGHERTY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	DONNA BAZZONE	2023-10-12
003	2021-01-01	DONNA BAZZONE	2022-10-16
003	2020-01-01	DONNA BAZZONE	2021-10-14
003	2019-01-01	ROBERT DOUGHERTY	2020-10-12
003	2018-01-01	ROBERT DOUGHERTY	2019-10-08
003	2017-01-01
003	2016-01-01
003	2015-01-01	ROBERT DOUGHERTY
003	2014-01-01	ROBERT DOUGHERTY
003	2014-01-01	ROBERT DOUGHERTY

Plan Statistics for PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN

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

Measure Date Value
2022: PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,274
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,007
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 68
Total of all active and inactive participants 2022-01-01 1,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 5
Total participants 2022-01-01 1,080
Number of participants with account balances 2022-01-01 919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 83
2021: PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,346
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,032
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 220
Total of all active and inactive participants 2021-01-01 1,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 5
Total participants 2021-01-01 1,257
Number of participants with account balances 2021-01-01 1,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 111
2020: PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,334
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,091
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 239
Total of all active and inactive participants 2020-01-01 1,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 6
Total participants 2020-01-01 1,336
Number of participants with account balances 2020-01-01 1,252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 76
2019: PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,366
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,134
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 195
Total of all active and inactive participants 2019-01-01 1,329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 5
Total participants 2019-01-01 1,334
Number of participants with account balances 2019-01-01 1,247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 121
2018: PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,279
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,167
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 183
Total of all active and inactive participants 2018-01-01 1,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 5
Total participants 2018-01-01 1,355
Number of participants with account balances 2018-01-01 1,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 79
2017: PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,289
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,028
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 217
Total of all active and inactive participants 2017-01-01 1,245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 6
Total participants 2017-01-01 1,251
Number of participants with account balances 2017-01-01 1,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 112
2016: PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,262
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,023
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 257
Total of all active and inactive participants 2016-01-01 1,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 6
Total participants 2016-01-01 1,286
Number of participants with account balances 2016-01-01 1,193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 76
2015: PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,159
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,070
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 172
Total of all active and inactive participants 2015-01-01 1,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 4
Total participants 2015-01-01 1,246
Number of participants with account balances 2015-01-01 1,026
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 119
2014: PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,036
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 970
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 156
Total of all active and inactive participants 2014-01-01 1,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 4
Total participants 2014-01-01 1,130
Number of participants with account balances 2014-01-01 929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 67

Measure	Date	Value
2022: PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,274
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,007
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	68
Total of all active and inactive participants	2022-01-01	1,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	5
Total participants	2022-01-01	1,080
Number of participants with account balances	2022-01-01	919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	83
2021: PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,346
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,032
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	220
Total of all active and inactive participants	2021-01-01	1,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	5
Total participants	2021-01-01	1,257
Number of participants with account balances	2021-01-01	1,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	111
2020: PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,334
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,091
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	239
Total of all active and inactive participants	2020-01-01	1,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	6
Total participants	2020-01-01	1,336
Number of participants with account balances	2020-01-01	1,252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	76
2019: PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,366
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,134
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	195
Total of all active and inactive participants	2019-01-01	1,329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	5
Total participants	2019-01-01	1,334
Number of participants with account balances	2019-01-01	1,247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	121
2018: PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,279
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,167
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	183
Total of all active and inactive participants	2018-01-01	1,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	5
Total participants	2018-01-01	1,355
Number of participants with account balances	2018-01-01	1,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	79
2017: PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,289
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,028
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	217
Total of all active and inactive participants	2017-01-01	1,245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	6
Total participants	2017-01-01	1,251
Number of participants with account balances	2017-01-01	1,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	112
2016: PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,262
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,023
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	257
Total of all active and inactive participants	2016-01-01	1,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	6
Total participants	2016-01-01	1,286
Number of participants with account balances	2016-01-01	1,193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	76
2015: PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,159
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,070
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	172
Total of all active and inactive participants	2015-01-01	1,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	4
Total participants	2015-01-01	1,246
Number of participants with account balances	2015-01-01	1,026
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	119
2014: PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,036
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	970
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	156
Total of all active and inactive participants	2014-01-01	1,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	4
Total participants	2014-01-01	1,130
Number of participants with account balances	2014-01-01	929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	67

Financial Data on PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 401(K) PLAN

Measure	Date	Value
2022 : PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 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	$-89,228
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$683,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$561,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$610,563
Value of total assets at end of year	2022-12-31	$3,824,795
Value of total assets at beginning of year	2022-12-31	$4,597,982
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$122,581
Total interest from all sources	2022-12-31	$6,127
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$114,169
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	$114,169
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	$549,310
Participant contributions at end of year	2022-12-31	$22,523
Participant contributions at beginning of year	2022-12-31	$19,531
Total non interest bearing cash at beginning of year	2022-12-31	$3,806
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	$-773,187
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,824,795
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,597,982
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	$3,287,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,309,963
Interest earned on other investments	2022-12-31	$6,127
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	$176,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$453,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-820,087
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	No
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	$61,253
Employer contributions (assets) at end of year	2022-12-31	$61,253
Employer contributions (assets) at beginning of year	2022-12-31	$87,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$561,378
Contract administrator fees	2022-12-31	$122,581
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 UNION EMPLOYEES 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	$1,212,357
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$778,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$666,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$618,770
Value of total assets at end of year	2021-12-31	$4,597,982
Value of total assets at beginning of year	2021-12-31	$4,164,190
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$111,928
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$174,516
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	$174,516
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,600,000
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	$512,358
Participant contributions at end of year	2021-12-31	$19,531
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$18,638
Total non interest bearing cash at end of year	2021-12-31	$3,806
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	$433,792
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,597,982
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,164,190
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	$4,309,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,898,921
Value of interest in common/collective trusts at end of year	2021-12-31	$176,908
Value of interest in common/collective trusts at beginning of year	2021-12-31	$168,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$408,867
Net investment gain or loss from common/collective trusts	2021-12-31	$10,204
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	$87,774
Employer contributions (assets) at end of year	2021-12-31	$87,774
Employer contributions (assets) at beginning of year	2021-12-31	$96,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$666,637
Contract administrator fees	2021-12-31	$111,928
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 UNION EMPLOYEES 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	$1,260,692
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$742,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$640,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$672,462
Value of total assets at end of year	2020-12-31	$4,164,190
Value of total assets at beginning of year	2020-12-31	$3,646,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$101,808
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$106,566
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	$106,566
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	$574,493
Participant contributions at beginning of year	2020-12-31	$22,620
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,336
Total non interest bearing cash at beginning of year	2020-12-31	$8,430
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	$518,110
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,164,190
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,646,080
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	$3,898,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,346,730
Value of interest in common/collective trusts at end of year	2020-12-31	$168,636
Value of interest in common/collective trusts at beginning of year	2020-12-31	$176,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$478,565
Net investment gain or loss from common/collective trusts	2020-12-31	$3,099
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	$96,633
Employer contributions (assets) at end of year	2020-12-31	$96,633
Employer contributions (assets) at beginning of year	2020-12-31	$92,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$640,774
Contract administrator fees	2020-12-31	$101,808
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	ARNETT CARBIS TOOTHMAN
Accountancy firm EIN	2020-12-31	550486667
2019 : PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 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 from this plan	2019-12-31	$241
Total transfer of assets from 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	$1,277,599
Total income from all sources (including contributions)	2019-12-31	$1,277,599
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	$490,419
Total of all expenses incurred	2019-12-31	$490,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$385,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$385,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$658,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$658,299
Value of total assets at end of year	2019-12-31	$3,646,080
Value of total assets at end of year	2019-12-31	$3,646,080
Value of total assets at beginning of year	2019-12-31	$2,859,141
Value of total assets at beginning of year	2019-12-31	$2,859,141
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$104,577
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$104,577
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$85,460
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$85,460
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	$85,460
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$85,460
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	$564,967
Contributions received from participants	2019-12-31	$564,967
Participant contributions at end of year	2019-12-31	$22,620
Participant contributions at end of year	2019-12-31	$22,620
Participant contributions at beginning of year	2019-12-31	$21,372
Participant contributions at beginning of year	2019-12-31	$21,372
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$494
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$494
Total non interest bearing cash at end of year	2019-12-31	$8,430
Total non interest bearing cash at end of year	2019-12-31	$8,430
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	$787,180
Value of net income/loss	2019-12-31	$787,180
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,646,080
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,646,080
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,859,141
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,859,141
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	$3,346,730
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,346,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,592,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,592,060
Value of interest in common/collective trusts at end of year	2019-12-31	$176,048
Value of interest in common/collective trusts at end of year	2019-12-31	$176,048
Value of interest in common/collective trusts at beginning of year	2019-12-31	$132,388
Value of interest in common/collective trusts at beginning of year	2019-12-31	$132,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$530,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$530,691
Net investment gain or loss from common/collective trusts	2019-12-31	$3,149
Net investment gain or loss from common/collective trusts	2019-12-31	$3,149
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
Contributions received in cash from employer	2019-12-31	$92,838
Contributions received in cash from employer	2019-12-31	$92,838
Employer contributions (assets) at end of year	2019-12-31	$92,252
Employer contributions (assets) at end of year	2019-12-31	$92,252
Employer contributions (assets) at beginning of year	2019-12-31	$113,321
Employer contributions (assets) at beginning of year	2019-12-31	$113,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$385,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$385,842
Contract administrator fees	2019-12-31	$104,577
Contract administrator fees	2019-12-31	$104,577
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
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 UNION EMPLOYEES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets from 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	$544,860
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$540,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$445,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$646,806
Value of total assets at end of year	2018-12-31	$2,859,141
Value of total assets at beginning of year	2018-12-31	$2,855,405
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$95,013
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$96,229
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	$96,229
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	$522,466
Participant contributions at end of year	2018-12-31	$21,372
Participant contributions at beginning of year	2018-12-31	$18,490
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$11,019
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	$4,537
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,859,141
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,855,405
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	$2,592,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,573,570
Value of interest in common/collective trusts at end of year	2018-12-31	$132,388
Value of interest in common/collective trusts at beginning of year	2018-12-31	$168,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-201,018
Net investment gain or loss from common/collective trusts	2018-12-31	$2,843
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	$113,321
Employer contributions (assets) at end of year	2018-12-31	$113,321
Employer contributions (assets) at beginning of year	2018-12-31	$95,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$445,310
Contract administrator fees	2018-12-31	$95,013
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 UNION EMPLOYEES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets from 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	$850,643
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$347,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$274,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$506,049
Value of total assets at end of year	2017-12-31	$2,855,405
Value of total assets at beginning of year	2017-12-31	$2,365,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$72,942
Total interest from all sources	2017-12-31	$-10
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$80,452
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	$80,452
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	$403,937
Participant contributions at beginning of year	2017-12-31	$209
Participant contributions at end of year	2017-12-31	$18,490
Participant contributions at beginning of year	2017-12-31	$12,772
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$6,444
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	$502,831
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,855,405
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,365,146
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	$2,573,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,087,944
Interest on participant loans	2017-12-31	$-10
Value of interest in common/collective trusts at end of year	2017-12-31	$168,077
Value of interest in common/collective trusts at beginning of year	2017-12-31	$173,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$261,479
Net investment gain or loss from common/collective trusts	2017-12-31	$2,673
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	$95,668
Employer contributions (assets) at end of year	2017-12-31	$95,268
Employer contributions (assets) at beginning of year	2017-12-31	$90,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$274,870
Contract administrator fees	2017-12-31	$72,942
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 UNION EMPLOYEES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets from 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	$493,573
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$381,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$319,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$335,013
Value of total assets at end of year	2016-12-31	$2,365,146
Value of total assets at beginning of year	2016-12-31	$2,254,023
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$62,292
Total interest from all sources	2016-12-31	$7
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$58,275
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	$58,275
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,600,000
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	$244,346
Participant contributions at end of year	2016-12-31	$209
Participant contributions at beginning of year	2016-12-31	$559
Participant contributions at end of year	2016-12-31	$12,772
Participant contributions at beginning of year	2016-12-31	$5,315
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	$112,227
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,365,146
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,254,023
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	$2,087,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,952,888
Interest on participant loans	2016-12-31	$7
Value of interest in common/collective trusts at end of year	2016-12-31	$173,554
Value of interest in common/collective trusts at beginning of year	2016-12-31	$213,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$97,342
Net investment gain or loss from common/collective trusts	2016-12-31	$2,936
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	Yes
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	$90,667
Employer contributions (assets) at end of year	2016-12-31	$90,667
Employer contributions (assets) at beginning of year	2016-12-31	$81,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$319,054
Contract administrator fees	2016-12-31	$62,292
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 UNION EMPLOYEES 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	$225,145
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$254,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$189,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$227,855
Value of total assets at end of year	2015-12-31	$2,254,023
Value of total assets at beginning of year	2015-12-31	$2,283,658
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$65,009
Total interest from all sources	2015-12-31	$204
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$75,731
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	$75,731
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	$113,769
Participant contributions at end of year	2015-12-31	$559
Participant contributions at beginning of year	2015-12-31	$6,812
Participant contributions at end of year	2015-12-31	$5,315
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$32,249
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	$-29,635
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,254,023
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,283,658
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	$1,952,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,964,486
Interest on participant loans	2015-12-31	$204
Value of interest in common/collective trusts at end of year	2015-12-31	$213,424
Value of interest in common/collective trusts at beginning of year	2015-12-31	$219,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-81,956
Net investment gain or loss from common/collective trusts	2015-12-31	$3,311
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	$81,837
Employer contributions (assets) at end of year	2015-12-31	$81,837
Employer contributions (assets) at beginning of year	2015-12-31	$92,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$189,771
Contract administrator fees	2015-12-31	$65,009
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 UNION EMPLOYEES 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
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	$0
Total income from all sources (including contributions)	2014-12-31	$285,574
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$246,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$185,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$124,385
Value of total assets at end of year	2014-12-31	$2,283,658
Value of total assets at beginning of year	2014-12-31	$2,244,155
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$60,746
Total interest from all sources	2014-12-31	$602
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$79,017
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	$79,017
Administrative expenses professional fees incurred	2014-12-31	$60,746
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	$93,747
Participant contributions at end of year	2014-12-31	$6,812
Participant contributions at beginning of year	2014-12-31	$21,001
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$6,411
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$490
Other income not declared elsewhere	2014-12-31	$325
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	$75
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	$39,503
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,283,658
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,244,155
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	$1,964,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,833,523
Interest on participant loans	2014-12-31	$602
Value of interest in common/collective trusts at end of year	2014-12-31	$219,893
Value of interest in common/collective trusts at beginning of year	2014-12-31	$288,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$77,392
Net investment gain or loss from common/collective trusts	2014-12-31	$3,853
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	$30,148
Employer contributions (assets) at end of year	2014-12-31	$92,467
Employer contributions (assets) at beginning of year	2014-12-31	$94,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$185,325
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 UNION EMPLOYEES 401(K) PLAN

2022: PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 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: PASSAVANT MEMORIAL HOMES UNION EMPLOYEES 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 UNION EMPLOYEES 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 UNION EMPLOYEES 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 UNION EMPLOYEES 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 UNION EMPLOYEES 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 UNION EMPLOYEES 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 UNION EMPLOYEES 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 UNION EMPLOYEES 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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

805229

Policy instance

Insurance contract or identification number	805229
Number of Individuals Covered	1080
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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?	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

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