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JO LIN HEALTH CENTER, INC. 401(K) PLAN 401k Plan overview

Plan NameJO LIN HEALTH CENTER, INC. 401(K) PLAN
Plan identification number 001

JO LIN HEALTH CENTER, INC. 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

JO LIN HEALTH CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:JO LIN HEALTH CENTER, INC.
Employer identification number (EIN):310829754
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JO LIN HEALTH CENTER, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01JOLINDA HEABERLIN JEAN DALTON2014-10-15
0012012-01-01JO LINDA HEABERLIN JEAN DALTON2013-10-15
0012011-01-01JEAN DALTON
0012009-01-01JEAN DALTON

Plan Statistics for JO LIN HEALTH CENTER, INC. 401(K) PLAN

401k plan membership statisitcs for JO LIN HEALTH CENTER, INC. 401(K) PLAN

Measure Date Value
2013: JO LIN HEALTH CENTER, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01149
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JO LIN HEALTH CENTER, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01169
Total number of active participants reported on line 7a of the Form 55002012-01-01173
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01174
Number of participants with account balances2012-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JO LIN HEALTH CENTER, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01165
Total number of active participants reported on line 7a of the Form 55002011-01-01158
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01164
Number of participants with account balances2011-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JO LIN HEALTH CENTER, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01184
Total number of active participants reported on line 7a of the Form 55002009-01-01160
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01163
Number of participants with account balances2009-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JO LIN HEALTH CENTER, INC. 401(K) PLAN

Measure Date Value
2013 : JO LIN HEALTH CENTER, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$101,747
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$538,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$514,184
Value of total corrective distributions2013-12-31$3,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$26,919
Value of total assets at end of year2013-12-31$0
Value of total assets at beginning of year2013-12-31$437,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,758
Total interest from all sources2013-12-31$1,415
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$9,265
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
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
Contributions received from participants2013-12-31$21,505
Administrative expenses (other) incurred2013-12-31$1,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-437,038
Value of net assets at end of year (total assets less liabilities)2013-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$437,038
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 in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$399,470
Interest earned on other investments2013-12-31$1,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$37,568
Net investment gain/loss from pooled separate accounts2013-12-31$73,413
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
Contributions received in cash from employer2013-12-31$5,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$514,184
Contract administrator fees2013-12-31$9,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31No
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 PBGC2013-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HW & CO.
Accountancy firm EIN2013-12-31341663157
2012 : JO LIN HEALTH CENTER, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
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$92,228
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$199,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$190,762
Value of total corrective distributions2012-12-31$838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$47,420
Value of total assets at end of year2012-12-31$437,038
Value of total assets at beginning of year2012-12-31$544,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,645
Total interest from all sources2012-12-31$1,742
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
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
Contributions received from participants2012-12-31$38,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-107,017
Value of net assets at end of year (total assets less liabilities)2012-12-31$437,038
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$544,055
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
Investment advisory and management fees2012-12-31$7,456
Value of interest in pooled separate accounts at end of year2012-12-31$399,470
Value of interest in pooled separate accounts at beginning of year2012-12-31$466,245
Interest earned on other investments2012-12-31$1,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$37,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$77,810
Net investment gain/loss from pooled separate accounts2012-12-31$43,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$8,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$190,762
Contract administrator fees2012-12-31$189
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOWARD, WERSHBALE AND COMPANY
Accountancy firm EIN2012-12-31341663157
2011 : JO LIN HEALTH CENTER, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$44,572
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$17,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,475
Value of total corrective distributions2011-12-31$1,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$50,550
Value of total assets at end of year2011-12-31$544,055
Value of total assets at beginning of year2011-12-31$516,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,849
Total interest from all sources2011-12-31$1,923
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$4,225
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$42,165
Administrative expenses (other) incurred2011-12-31$4,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$27,444
Value of net assets at end of year (total assets less liabilities)2011-12-31$544,055
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$516,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$466,245
Value of interest in pooled separate accounts at beginning of year2011-12-31$450,436
Interest earned on other investments2011-12-31$1,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$77,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$66,175
Net investment gain/loss from pooled separate accounts2011-12-31$-7,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$8,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,475
Contract administrator fees2011-12-31$70
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HOWARD, WERSHBALE AND COMPANY
Accountancy firm EIN2011-12-31341663157
2010 : JO LIN HEALTH CENTER, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$99,146
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$49,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$36,620
Value of total corrective distributions2010-12-31$2,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$50,813
Value of total assets at end of year2010-12-31$516,611
Value of total assets at beginning of year2010-12-31$466,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,772
Total interest from all sources2010-12-31$2,118
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$42,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$49,713
Value of net assets at end of year (total assets less liabilities)2010-12-31$516,611
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$466,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$450,436
Value of interest in pooled separate accounts at beginning of year2010-12-31$393,303
Interest earned on other investments2010-12-31$2,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$66,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$73,595
Net investment gain/loss from pooled separate accounts2010-12-31$46,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$8,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$36,620
Contract administrator fees2010-12-31$10,772
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOWARD, WERSHBALE AND COMPANY
Accountancy firm EIN2010-12-31341663157
2009 : JO LIN HEALTH CENTER, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JO LIN HEALTH CENTER, INC. 401(K) PLAN

2013: JO LIN HEALTH CENTER, INC. 401(K) 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 filingYes
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 – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: JO LIN HEALTH CENTER, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: JO LIN HEALTH CENTER, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: JO LIN HEALTH CENTER, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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