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THRIVE SENIOR LIVING 401(K) PLAN 401k Plan overview

Plan NameTHRIVE SENIOR LIVING 401(K) PLAN
Plan identification number 001

THRIVE SENIOR LIVING 401(K) PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

THRIVE SENIOR LIVING, LLC has sponsored the creation of one or more 401k plans.

Company Name:THRIVE SENIOR LIVING, LLC
Employer identification number (EIN):270448599
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about THRIVE SENIOR LIVING, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2013-06-01
Company Identification Number: 0801793718
Legal Registered Office Address: 3280 PEACHTREE RD NE STE 700

ATLANTA
United States of America (USA)
30305

More information about THRIVE SENIOR LIVING, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THRIVE SENIOR LIVING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHERISH WEAVER2023-10-02
0012021-01-01CHERISH WEAVER2022-09-16
0012020-01-01CHERISH WEAVER2021-10-11
0012019-01-01BALENCIA THOMAS2020-10-07
0012018-01-01BALENCIA THOMAS2019-10-14
0012017-01-01
0012016-01-01JOHN STARR
0012015-10-01JOHN A. STARR

Plan Statistics for THRIVE SENIOR LIVING 401(K) PLAN

401k plan membership statisitcs for THRIVE SENIOR LIVING 401(K) PLAN

Measure Date Value
2022: THRIVE SENIOR LIVING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01903
Total number of active participants reported on line 7a of the Form 55002022-01-01356
Number of retired or separated participants receiving benefits2022-01-01110
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01467
Number of participants with account balances2022-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THRIVE SENIOR LIVING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01826
Total number of active participants reported on line 7a of the Form 55002021-01-01698
Number of retired or separated participants receiving benefits2021-01-01179
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-01879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01879
Number of participants with account balances2021-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THRIVE SENIOR LIVING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,036
Total number of active participants reported on line 7a of the Form 55002020-01-01609
Number of retired or separated participants receiving benefits2020-01-01179
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-01789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01789
Number of participants with account balances2020-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THRIVE SENIOR LIVING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,106
Total number of active participants reported on line 7a of the Form 55002019-01-01814
Number of retired or separated participants receiving benefits2019-01-01159
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-01974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01974
Number of participants with account balances2019-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THRIVE SENIOR LIVING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01883
Total number of active participants reported on line 7a of the Form 55002018-01-01988
Number of retired or separated participants receiving benefits2018-01-0140
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,028
Number of participants with account balances2018-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THRIVE SENIOR LIVING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01330
Total number of active participants reported on line 7a of the Form 55002017-01-01832
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0146
Total of all active and inactive participants2017-01-01882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01882
Number of participants with account balances2017-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THRIVE SENIOR LIVING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01244
Total number of active participants reported on line 7a of the Form 55002016-01-01323
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01329
Number of participants with account balances2016-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THRIVE SENIOR LIVING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01255
Total number of active participants reported on line 7a of the Form 55002015-10-01233
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0111
Total of all active and inactive participants2015-10-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01244
Number of participants with account balances2015-10-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010

Financial Data on THRIVE SENIOR LIVING 401(K) PLAN

Measure Date Value
2022 : THRIVE SENIOR LIVING 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,708
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-338,233
Total of all expenses incurred2022-12-31$619,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$540,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$361,245
Value of total assets at end of year2022-12-31$2,639,451
Value of total assets at beginning of year2022-12-31$3,595,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$79,110
Total interest from all sources2022-12-31$1,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$234,987
Participant contributions at end of year2022-12-31$18,493
Participant contributions at beginning of year2022-12-31$27,289
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$8,448
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,268
Total non interest bearing cash at end of year2022-12-31$4,130
Total non interest bearing cash at beginning of year2022-12-31$12,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-957,506
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,637,743
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,595,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$14,383
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,614,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,541,847
Interest on participant loans2022-12-31$1,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-700,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$120,990
Employer contributions (assets) at end of year2022-12-31$1,896
Employer contributions (assets) at beginning of year2022-12-31$5,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$540,163
Contract administrator fees2022-12-31$64,727
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,708
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BLACK & PINCKARD LLC
Accountancy firm EIN2022-12-31260079381
2021 : THRIVE SENIOR LIVING 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,103,871
Total of all expenses incurred2021-12-31$1,044,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$972,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$611,116
Value of total assets at end of year2021-12-31$3,595,249
Value of total assets at beginning of year2021-12-31$3,536,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$72,442
Total interest from all sources2021-12-31$2,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$344,419
Participant contributions at end of year2021-12-31$27,289
Participant contributions at beginning of year2021-12-31$49,107
Participant contributions at end of year2021-12-31$8,448
Participant contributions at beginning of year2021-12-31$4,679
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$60,190
Total non interest bearing cash at end of year2021-12-31$12,631
Total non interest bearing cash at beginning of year2021-12-31$460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$59,163
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,595,249
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,536,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$17,598
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,541,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,481,840
Interest on participant loans2021-12-31$2,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$490,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$206,507
Employer contributions (assets) at end of year2021-12-31$5,034
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$972,266
Contract administrator fees2021-12-31$54,844
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BENNETT THRASHER LLP
Accountancy firm EIN2021-12-31581673613
2020 : THRIVE SENIOR LIVING 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,725,620
Total of all expenses incurred2020-12-31$887,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$834,242
Expenses. Certain deemed distributions of participant loans2020-12-31$7,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,186,294
Value of total assets at end of year2020-12-31$3,536,086
Value of total assets at beginning of year2020-12-31$2,697,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,168
Total interest from all sources2020-12-31$3,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$606,031
Participant contributions at end of year2020-12-31$49,107
Participant contributions at beginning of year2020-12-31$63,346
Participant contributions at end of year2020-12-31$4,679
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$246,526
Other income not declared elsewhere2020-12-31$166
Total non interest bearing cash at end of year2020-12-31$460
Total non interest bearing cash at beginning of year2020-12-31$1,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$838,456
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,536,086
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,697,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$10,031
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,481,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,632,548
Interest on participant loans2020-12-31$3,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$535,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$333,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$834,242
Contract administrator fees2020-12-31$35,137
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BENNETT THRASHER LLP
Accountancy firm EIN2020-12-31581673613
2019 : THRIVE SENIOR LIVING 401(K) PLAN 2019 401k financial data
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$1,507,008
Total of all expenses incurred2019-12-31$740,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$702,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,070,364
Value of total assets at end of year2019-12-31$2,697,630
Value of total assets at beginning of year2019-12-31$1,930,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,105
Total interest from all sources2019-12-31$4,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$642,252
Participant contributions at end of year2019-12-31$63,346
Participant contributions at beginning of year2019-12-31$44,965
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$30,290
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$68,023
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$479
Total non interest bearing cash at end of year2019-12-31$1,736
Total non interest bearing cash at beginning of year2019-12-31$5,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$766,739
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,697,630
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,930,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,632,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,832,989
Interest on participant loans2019-12-31$4,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$431,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$360,089
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$17,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$702,164
Contract administrator fees2019-12-31$38,105
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BENNETT THRASHER LLP
Accountancy firm EIN2019-12-31581673613
2018 : THRIVE SENIOR LIVING 401(K) PLAN 2018 401k financial data
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$5,879
Total income from all sources (including contributions)2018-12-31$1,108,943
Total of all expenses incurred2018-12-31$355,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$320,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,243,867
Value of total assets at end of year2018-12-31$1,930,891
Value of total assets at beginning of year2018-12-31$1,182,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,180
Total interest from all sources2018-12-31$2,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Contributions received from participants2018-12-31$709,448
Participant contributions at end of year2018-12-31$44,965
Participant contributions at beginning of year2018-12-31$33,523
Participant contributions at end of year2018-12-31$30,290
Participant contributions at beginning of year2018-12-31$34,745
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$159,323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$5,879
Other income not declared elsewhere2018-12-31$314
Total non interest bearing cash at end of year2018-12-31$5,494
Total non interest bearing cash at beginning of year2018-12-31$25,860
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$753,872
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,930,891
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,177,019
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 in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,832,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,041,523
Interest on participant loans2018-12-31$2,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-137,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$375,096
Employer contributions (assets) at end of year2018-12-31$17,153
Employer contributions (assets) at beginning of year2018-12-31$47,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$320,891
Contract administrator fees2018-12-31$34,180
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 PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BENNETT THRASHER LLP
Accountancy firm EIN2018-12-31581673613
2017 : THRIVE SENIOR LIVING 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,879
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$860,211
Total of all expenses incurred2017-12-31$133,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$124,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$757,443
Value of total assets at end of year2017-12-31$1,182,898
Value of total assets at beginning of year2017-12-31$450,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,661
Total interest from all sources2017-12-31$456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$8,661
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Contributions received from participants2017-12-31$387,727
Participant contributions at end of year2017-12-31$33,523
Participant contributions at beginning of year2017-12-31$1,013
Participant contributions at end of year2017-12-31$34,745
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$98,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$5,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$145
Total non interest bearing cash at end of year2017-12-31$25,860
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$726,793
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,177,019
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$450,226
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 in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,041,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$449,213
Interest on participant loans2017-12-31$456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$102,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$271,145
Employer contributions (assets) at end of year2017-12-31$47,247
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$124,757
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BENNETT THRASHER LLP
Accountancy firm EIN2017-12-31581673613
2016 : THRIVE SENIOR LIVING 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$331,631
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$30,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$22,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$307,986
Value of total assets at end of year2016-12-31$450,226
Value of total assets at beginning of year2016-12-31$148,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,398
Total interest from all sources2016-12-31$13
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$166,823
Participant contributions at end of year2016-12-31$1,013
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,093
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$301,500
Value of net assets at end of year (total assets less liabilities)2016-12-31$450,226
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$148,726
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 in registered invesment companies (eg mutual funds) at end of year2016-12-31$449,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$148,726
Interest on participant loans2016-12-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$23,632
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$139,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$22,733
Contract administrator fees2016-12-31$7,398
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BENNETT THRASHER LLP
Accountancy firm EIN2016-12-31581673613
2015 : THRIVE SENIOR LIVING 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$148,727
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$152,080
Value of total assets at end of year2015-12-31$148,726
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$25,112
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$126,968
Other income not declared elsewhere2015-12-31$2
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$148,726
Value of net assets at end of year (total assets less liabilities)2015-12-31$148,726
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
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 in registered invesment companies (eg mutual funds) at end of year2015-12-31$148,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,355
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
Contract administrator fees2015-12-31$1
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

Form 5500 Responses for THRIVE SENIOR LIVING 401(K) PLAN

2022: THRIVE SENIOR LIVING 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THRIVE SENIOR LIVING 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THRIVE SENIOR LIVING 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THRIVE SENIOR LIVING 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THRIVE SENIOR LIVING 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THRIVE SENIOR LIVING 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THRIVE SENIOR LIVING 401(K) 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: THRIVE SENIOR LIVING 401(K) PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01First time form 5500 has been submittedYes
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number118001
Policy instance 1
Insurance contract or identification number118001
Number of Individuals Covered321
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,492
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1492
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number118001
Policy instance 1
Insurance contract or identification number118001
Number of Individuals Covered385
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,782
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1782
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number118001
Policy instance 1
Insurance contract or identification number118001
Number of Individuals Covered389
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,413
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1140
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number118001
Policy instance 1
Insurance contract or identification number118001
Number of Individuals Covered378
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $14,876
Total amount of fees paid to insurance companyUSD $1,197
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,876
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSIONS AND OTHER ALLOWANCES
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number118001
Policy instance 1
Insurance contract or identification number118001
Number of Individuals Covered327
Total amount of commissions paid to insurance brokerUSD $12,262
Total amount of fees paid to insurance companyUSD $781
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,246
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION AND OTHER ALLOWANCES
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number118001
Policy instance 1
Insurance contract or identification number118001
Number of Individuals Covered275
Total amount of commissions paid to insurance brokerUSD $5,492
Total amount of fees paid to insurance companyUSD $349
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,478
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSIONS AND OTHER ALLOWANCES
Insurance broker organization code?3
Insurance broker nameMY BENEFITS LLC

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