401k Plan data: URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST plan

URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST 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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

URSULINE SUPPORT SERVICES has sponsored the creation of one or more 401k plans.

Company Name: URSULINE SUPPORT SERVICES

Employer identification number (EIN): 251401610

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ANTHONY J. TURO 2023-03-17
001 2021-01-01 ANTHONY J. TURO 2022-06-16
001 2021-01-01
001 2020-01-01 ANTHONY J. TURO 2021-06-16
001 2019-01-01 ANTHONY J. TURO 2020-01-31
001 2018-01-01 ANTHONY J. TURO 2019-05-02
001 2017-01-01 ANTHONY J. TURO 2018-10-15
001 2016-01-01 ANTHONY J. TURO 2017-07-27
001 2015-01-01 ANTHONY J. TURO 2016-09-08
001 2014-01-01 ELAINE RESETAR 2015-06-17
001 2013-01-01 ELAINE RESETAR 2014-09-09
001 2012-01-01 ELAINE RESETAR
001 2011-07-01 ELAINE RESETAR
001 2009-07-01 ELAINE RESETAR
001 2008-07-01 ELAINE RESETAR

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ANTHONY J. TURO	2023-03-17
001	2021-01-01	ANTHONY J. TURO	2022-06-16
001	2021-01-01
001	2020-01-01	ANTHONY J. TURO	2021-06-16
001	2019-01-01	ANTHONY J. TURO	2020-01-31
001	2018-01-01	ANTHONY J. TURO	2019-05-02
001	2017-01-01	ANTHONY J. TURO	2018-10-15
001	2016-01-01	ANTHONY J. TURO	2017-07-27
001	2015-01-01	ANTHONY J. TURO	2016-09-08
001	2014-01-01	ELAINE RESETAR	2015-06-17
001	2013-01-01	ELAINE RESETAR	2014-09-09
001	2012-01-01	ELAINE RESETAR
001	2011-07-01	ELAINE RESETAR
001	2009-07-01	ELAINE RESETAR
001	2008-07-01	ELAINE RESETAR

Plan Statistics for URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2012: URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 25
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 34
Number of participants with account balances 2012-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-07-01 44
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 25
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 9
Total of all active and inactive participants 2011-07-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 34
Number of participants with account balances 2011-07-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-07-01 40
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 29
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 7
Total of all active and inactive participants 2009-07-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 36
Number of participants with account balances 2009-07-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0
2008: URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year 2008-07-01 38
Total number of active participants reported on line 7a of the Form 5500 2008-07-01 30
Number of retired or separated participants receiving benefits 2008-07-01 0
Number of other retired or separated participants entitled to future benefits 2008-07-01 8
Total of all active and inactive participants 2008-07-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-07-01 0
Total participants 2008-07-01 38
Number of participants with account balances 2008-07-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-07-01 2

Measure	Date	Value
2012: URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	25
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	34
Number of participants with account balances	2012-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-07-01	44
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	25
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	9
Total of all active and inactive participants	2011-07-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	34
Number of participants with account balances	2011-07-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-07-01	40
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	29
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	7
Total of all active and inactive participants	2009-07-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	36
Number of participants with account balances	2009-07-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0
2008: URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year	2008-07-01	38
Total number of active participants reported on line 7a of the Form 5500	2008-07-01	30
Number of retired or separated participants receiving benefits	2008-07-01	0
Number of other retired or separated participants entitled to future benefits	2008-07-01	8
Total of all active and inactive participants	2008-07-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-07-01	0
Total participants	2008-07-01	38
Number of participants with account balances	2008-07-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-07-01	2

Financial Data on URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2012 : URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$119,982
Expenses. Total of all expenses incurred	2012-12-31	$249,508
Benefits paid (including direct rollovers)	2012-12-31	$248,013
Total plan assets at end of year	2012-12-31	$543,633
Total plan assets at beginning of year	2012-12-31	$673,159
Value of fidelity bond covering the plan	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$102,185
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$-15,109
Net income (gross income less expenses)	2012-12-31	$-129,526
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$543,633
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$673,159
Assets. Value of participant loans	2012-12-31	$7,559
Total contributions received or receivable from employer(s)	2012-12-31	$32,906
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,495
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$13,869
Expenses. Total of all expenses incurred	2011-12-31	$12,144
Benefits paid (including direct rollovers)	2011-12-31	$12,128
Total plan assets at end of year	2011-12-31	$673,159
Total plan assets at beginning of year	2011-12-31	$671,434
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$45,780
Expenses. Other expenses not covered elsewhere	2011-12-31	$16
Contributions received from other sources (not participants or employers)	2011-12-31	$5,308
Other income received	2011-12-31	$-52,530
Net income (gross income less expenses)	2011-12-31	$1,725
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$673,159
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$671,434
Assets. Value of participant loans	2011-12-31	$6,980
Total contributions received or receivable from employer(s)	2011-12-31	$15,311
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
Transfers to/from the plan	2011-06-30	$0
Total income from all sources	2011-06-30	$198,554
Expenses. Total of all expenses incurred	2011-06-30	$21,439
Benefits paid (including direct rollovers)	2011-06-30	$21,319
Total plan assets at end of year	2011-06-30	$671,434
Total plan assets at beginning of year	2011-06-30	$494,319
Value of fidelity bond covering the plan	2011-06-30	$200,000
Total contributions received or receivable from participants	2011-06-30	$77,159
Expenses. Other expenses not covered elsewhere	2011-06-30	$120
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$94,952
Net income (gross income less expenses)	2011-06-30	$177,115
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$671,434
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$494,319
Assets. Value of participant loans	2011-06-30	$8,113
Total contributions received or receivable from employer(s)	2011-06-30	$26,443
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$0
Amount contributed by the employer to the plan for this plan year	2011-06-30	$0
2010 : URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$0
Amount contributed by the employer to the plan for this plan year	2010-06-30	$0
2009 : URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total income from all sources	2009-06-30	$19,724
Expenses. Total of all expenses incurred	2009-06-30	$24,054
Benefits paid (including direct rollovers)	2009-06-30	$24,022
Total plan assets at end of year	2009-06-30	$414,517
Total plan assets at beginning of year	2009-06-30	$418,847
Value of fidelity bond covering the plan	2009-06-30	$200,000
Total contributions received or receivable from participants	2009-06-30	$74,439
Expenses. Other expenses not covered elsewhere	2009-06-30	$32
Other income received	2009-06-30	$-78,736
Net income (gross income less expenses)	2009-06-30	$-4,330
Net plan assets at end of year (total assets less liabilities)	2009-06-30	$414,517
Net plan assets at beginning of year (total assets less liabilities)	2009-06-30	$418,847
Assets. Value of participant loans	2009-06-30	$2,110
Total contributions received or receivable from employer(s)	2009-06-30	$24,021
Funding deficiency by the employer to the plan for this plan year	2009-06-30	$0
Minimum employer required contribution for this plan year	2009-06-30	$0
Amount contributed by the employer to the plan for this plan year	2009-06-30	$0

Form 5500 Responses for URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST

2012: URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2009: URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2008: URSULINE SUPPORT SERVICES 401(K) PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	Submission has been amended	No
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No
2008-07-01	Plan funding arrangement – Insurance	Yes
2008-07-01	Plan funding arrangement – Trust	Yes
2008-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-029433

Policy instance

Insurance contract or identification number	GA-029433
Number of Individuals Covered	27
Insurance policy start date	2011-07-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,983
Total amount of fees paid to insurance company	USD $75
Are there contracts with allocated funds for individual policies?	No
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-029433

Policy instance

Insurance contract or identification number	GA-029433
Number of Individuals Covered	44
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $1,665
Total amount of fees paid to insurance company	USD $76
Are there contracts with allocated funds for individual policies?	No
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-029433

Policy instance

Insurance contract or identification number	GA-029433
Number of Individuals Covered	38
Insurance policy start date	2008-07-01
Insurance policy end date	2009-06-30
Total amount of commissions paid to insurance broker	USD $1,137
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,137
Insurance broker organization code?	3
Insurance broker name	SBHU LIFE AGCY INC.

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Company Name:	URSULINE SUPPORT SERVICES
Employer identification number (EIN):	251401610
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities