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TRAVERSE CARE CENTER RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTRAVERSE CARE CENTER RETIREMENT SAVINGS PLAN
Plan identification number 001

TRAVERSE CARE CENTER RETIREMENT SAVINGS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LEGACY SENIOR SERVICES DBA TRAVERSE CARE CENTER has sponsored the creation of one or more 401k plans.

Company Name:LEGACY SENIOR SERVICES DBA TRAVERSE CARE CENTER
Employer identification number (EIN):273274611
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRAVERSE CARE CENTER RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01ERIC QUELLA2024-09-16
0012023-01-01ERIC QUELLA2024-07-12
0012022-01-01ERIC QUELLA2023-07-26
0012021-01-01ERIC QUELLA2022-08-23
0012020-01-01ERIC QUELLA2021-07-30
0012019-01-01ERIC QUELLA2020-07-14
0012018-01-01AMBER ROGOTZKE2019-06-07
0012017-01-01
0012016-01-01CALISTA TAFFE2017-07-24 CALISTA TAFFE2017-07-24
0012013-01-01CHELSY STATTELMAN2014-05-08 CHELSY STATTELMAN2014-05-08
0012012-01-01CHELSY STATTELMAN2013-10-03 CHELSY STATTELMAN2013-10-03
0012011-01-01CHELSY STATTELMAN2012-08-22 CHELSY STATTELMAN2012-08-22

Plan Statistics for TRAVERSE CARE CENTER RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for TRAVERSE CARE CENTER RETIREMENT SAVINGS PLAN

Measure Date Value
2024: TRAVERSE CARE CENTER RETIREMENT SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-1667
Total number of particpants at end of year2024-09-160
Number of Participants With Account Balances2024-09-160
Total number of particpants at beginning of year2024-07-1269
Total number of particpants at end of year2024-07-1267
Number of Participants With Account Balances2024-07-1262

Financial Data on TRAVERSE CARE CENTER RETIREMENT SAVINGS PLAN

Measure Date Value
2024 : TRAVERSE CARE CENTER RETIREMENT SAVINGS PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-160
Total liabilities as of the beginning of the plan year2024-09-160
Total expenses incurred by plan in this plan year2024-09-16228004
Net assets as of the end of the plan year2024-09-160
Total assets as of the beginning of the plan year2024-09-16214867
Value of plan covered by a fidelity bond2024-09-162000000
Participant contributions to plan in this plan year2024-09-165922
Other expenses paid from plan in this plan year2024-09-160
Other contributions to plan in this plan year2024-09-160
Other income to plan in this plan year2024-09-167215
Plan net income in this plan year2024-09-16-214867
Net assets as of the end of the plan year2024-09-160
Net assets as of the beginning of the plan year2024-09-16214867
Employer contributions to plan in this plan year2024-09-160
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-169162
Total expenses incurred by plan in this plan year2024-07-1236738
Net assets as of the end of the plan year2024-07-12214867
Total assets as of the beginning of the plan year2024-07-12180194
Value of plan covered by a fidelity bond2024-07-122000000
Participant contributions to plan in this plan year2024-07-1248347
Other income to plan in this plan year2024-07-1223064
Plan net income in this plan year2024-07-1234673
Net assets as of the end of the plan year2024-07-12214867
Net assets as of the beginning of the plan year2024-07-12180194
Value of contributions failed to transmitted timely2024-07-126860
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-123196

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