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ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

ATRIUM CENTERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ATRIUM CENTERS, INC.
Employer identification number (EIN):261119692
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01JAMES FERKANY2019-10-08 JAMES FERKANY2019-10-08
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01BLAKE F. CHURCH
0022013-01-01DENNIS LOCKHART
0022012-01-01BLAKE F. CHURCH

Plan Statistics for ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2018: ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,810
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,073
Total number of active participants reported on line 7a of the Form 55002017-01-012,110
Number of retired or separated participants receiving benefits2017-01-01652
Number of other retired or separated participants entitled to future benefits2017-01-011,178
Total of all active and inactive participants2017-01-013,940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-013,943
Number of participants with account balances2017-01-013,810
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,408
Total number of active participants reported on line 7a of the Form 55002016-01-012,163
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-01398
Total of all active and inactive participants2016-01-012,569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-012,572
Number of participants with account balances2016-01-012,399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01448
2015: ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,049
Total number of active participants reported on line 7a of the Form 55002015-01-012,050
Number of retired or separated participants receiving benefits2015-01-01204
Number of other retired or separated participants entitled to future benefits2015-01-01554
Total of all active and inactive participants2015-01-012,808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0113
Total participants2015-01-012,821
Number of participants with account balances2015-01-012,821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01316
2014: ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,131
Total number of active participants reported on line 7a of the Form 55002014-01-012,257
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01261
Total of all active and inactive participants2014-01-012,518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-012,522
Number of participants with account balances2014-01-012,297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01348
2013: ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,618
Total number of active participants reported on line 7a of the Form 55002013-01-012,513
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0144
Total of all active and inactive participants2013-01-012,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,557
Number of participants with account balances2013-01-012,105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-010
Total number of active participants reported on line 7a of the Form 55002012-01-012,544
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012,544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,544
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2018 : ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$52,436
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,275,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,256,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$0
Value of total assets at beginning of year2018-12-31$3,223,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,986
Total interest from all sources2018-12-31$254
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$52,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$52,182
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$18,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,223,326
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,223,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,223,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,223,326
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,256,776
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2018-12-31310800053
2017 : ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13,805,375
Expenses. Interest paid2017-12-31$698,064
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$698,064
Total income from all sources (including contributions)2017-12-31$6,176,950
Total loss/gain on sale of assets2017-12-31$-2,779,339
Total of all expenses incurred2017-12-31$698,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,166,525
Value of total assets at end of year2017-12-31$3,223,326
Value of total assets at beginning of year2017-12-31$11,550,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$433
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$463,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$7,325,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,477,951
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,223,326
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$-2,254,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,223,326
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$20,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$20,627
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$11,513,048
Contributions received in cash from employer2017-12-31$1,166,525
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$16,855
Income. Dividends from common stock2017-12-31$463,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$935
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$8,733,709
Aggregate carrying amount (costs) on sale of assets2017-12-31$11,513,048
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$13,805,375
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2017-12-31310800053
2016 : ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-2,104,128
Total unrealized appreciation/depreciation of assets2016-12-31$-2,104,128
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,805,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,823,606
Expenses. Interest paid2016-12-31$1,003,626
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$1,003,626
Total income from all sources (including contributions)2016-12-31$-181,821
Total of all expenses incurred2016-12-31$1,159,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$156,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$737,360
Value of total assets at end of year2016-12-31$11,550,750
Value of total assets at beginning of year2016-12-31$13,910,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25
Total interest from all sources2016-12-31$837
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,184,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$25
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$85,332
Administrative expenses (other) incurred2016-12-31$25
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$2,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,341,614
Value of net assets at end of year (total assets less liabilities)2016-12-31$-2,254,625
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$-913,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$20,627
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$84,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$84,758
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$11,513,048
Assets. Invements in employer securities at beginning of year2016-12-31$13,807,487
Contributions received in cash from employer2016-12-31$737,360
Employer contributions (assets) at end of year2016-12-31$16,855
Employer contributions (assets) at beginning of year2016-12-31$18,325
Income. Dividends from common stock2016-12-31$1,184,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$156,142
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$13,805,375
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$14,735,396
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2016-12-31310800053
2015 : ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-156,006
Total unrealized appreciation/depreciation of assets2015-12-31$-156,006
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,823,606
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,597,929
Expenses. Interest paid2015-12-31$1,076,869
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$1,076,869
Total income from all sources (including contributions)2015-12-31$1,780,811
Total of all expenses incurred2015-12-31$1,115,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$38,884
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$428,661
Value of total assets at end of year2015-12-31$13,910,595
Value of total assets at beginning of year2015-12-31$14,019,860
Total interest from all sources2015-12-31$231
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,507,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$25
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$85,332
Liabilities. Value of operating payables at end of year2015-12-31$2,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$665,058
Value of net assets at end of year (total assets less liabilities)2015-12-31$-913,011
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$-1,578,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$84,758
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$18,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$18,056
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$231
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$13,807,487
Assets. Invements in employer securities at beginning of year2015-12-31$14,001,804
Contributions received in cash from employer2015-12-31$428,661
Employer contributions (assets) at end of year2015-12-31$18,325
Income. Dividends from common stock2015-12-31$1,507,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$38,884
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$14,735,396
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$15,597,929
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2015-12-31310800053
2014 : ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-1,289,944
Total unrealized appreciation/depreciation of assets2014-12-31$-1,289,944
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,597,929
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$16,398,245
Expenses. Interest paid2014-12-31$1,136,209
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$1,136,209
Total income from all sources (including contributions)2014-12-31$641,580
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,145,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$617,639
Value of total assets at end of year2014-12-31$14,019,860
Value of total assets at beginning of year2014-12-31$15,324,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,313,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-503,855
Value of net assets at end of year (total assets less liabilities)2014-12-31$-1,578,069
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$-1,074,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$18,056
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$23,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$23,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$14,001,804
Assets. Invements in employer securities at beginning of year2014-12-31$15,300,855
Contributions received in cash from employer2014-12-31$617,639
Income. Dividends from common stock2014-12-31$1,313,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,226
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$15,597,929
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$16,398,245
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2014-12-31310800053
2013 : ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,428,235
Total unrealized appreciation/depreciation of assets2013-12-31$3,428,235
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,398,245
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,151,175
Expenses. Interest paid2013-12-31$1,193,595
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$1,193,595
Total income from all sources (including contributions)2013-12-31$5,387,936
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,193,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$725,993
Value of total assets at end of year2013-12-31$15,324,031
Value of total assets at beginning of year2013-12-31$11,882,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$14
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,233,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,194,341
Value of net assets at end of year (total assets less liabilities)2013-12-31$-1,074,214
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$-5,268,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$23,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$10,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$10,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$14
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$15,300,855
Assets. Invements in employer securities at beginning of year2013-12-31$11,872,620
Contributions received in cash from employer2013-12-31$725,993
Income. Dividends from common stock2013-12-31$1,233,694
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$16,398,245
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$17,141,175
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2013-12-31310800053
2012 : ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-5,268,555
Total unrealized appreciation/depreciation of assets2012-12-31$-5,268,555
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,151,175
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$-5,212,555
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$56,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$56,000
Value of total assets at end of year2012-12-31$11,882,620
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$56,000
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$56,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$10,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-5,268,555
Value of net assets at end of year (total assets less liabilities)2012-12-31$-5,268,555
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$11,872,620
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$56,000
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$17,141,175
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2012-12-31310800053

Form 5500 Responses for ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2018: ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ATRIUM CENTERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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