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Plan Name | ST. ELIZABETH MANOR 401(K) SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ST. ELIZABETH MANOR |
Employer identification number (EIN): | 263031098 |
NAIC Classification: | 623000 |
NAIC Description: | Nursing and Residential Care Facilities |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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001 | 2022-01-01 | GARY THORPE | 2022-11-03 | ||
001 | 2021-01-01 | GARY THORPE | 2022-05-03 | ||
001 | 2020-01-01 | GARY THORPE | 2021-07-16 | ||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | GARY THORPE |
Measure | Date | Value |
---|---|---|
2019: ST. ELIZABETH MANOR 401(K) SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 66 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 32 |
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 | 14 |
Total of all active and inactive participants | 2019-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 46 |
Number of participants with account balances | 2019-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ST. ELIZABETH MANOR 401(K) SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 59 |
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 | 7 |
Total of all active and inactive participants | 2018-01-01 | 66 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 66 |
Number of participants with account balances | 2018-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2019 : ST. ELIZABETH MANOR 401(K) SAVINGS PLAN 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $25,571 |
Expenses. Total of all expenses incurred | 2019-12-31 | $5,659 |
Benefits paid (including direct rollovers) | 2019-12-31 | $3,377 |
Total plan assets at end of year | 2019-12-31 | $37,911 |
Total plan assets at beginning of year | 2019-12-31 | $17,999 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $20,746 |
Other income received | 2019-12-31 | $4,825 |
Net income (gross income less expenses) | 2019-12-31 | $19,912 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $37,911 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $17,999 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,282 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : ST. ELIZABETH MANOR 401(K) SAVINGS PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $19,446 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,447 |
Benefits paid (including direct rollovers) | 2018-12-31 | $625 |
Total plan assets at end of year | 2018-12-31 | $17,999 |
Total plan assets at beginning of year | 2018-12-31 | $0 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $20,619 |
Other income received | 2018-12-31 | $-1,173 |
Net income (gross income less expenses) | 2018-12-31 | $17,999 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $17,999 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $822 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2019: ST. ELIZABETH MANOR 401(K) SAVINGS PLAN 2019 form 5500 responses | ||
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ST. ELIZABETH MANOR 401(K) SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | First time form 5500 has been submitted | Yes |
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 – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 135336 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 135336 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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