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FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 401k Plan overview

Plan NameFRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN
Plan identification number 003

FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, 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

FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. has sponsored the creation of one or more 401k plans.

Company Name:FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC.
Employer identification number (EIN):310892356
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1975-11-12
Company Identification Number: 473704
Legal Registered Office Address: 52 E GAY ST
-
COLUMBUS
United States of America (USA)
43215

More information about FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01LISA BURKHART2022-12-01
0032020-07-01
0032019-07-01
0032018-07-01
0032017-07-01LISA BURKHART
0032016-07-01LISA BURKHART
0032015-07-01LISA BURKHART
0032015-07-01LISA BURKHART
0032014-07-01LISA BURKHART
0032014-07-01LISA BURKHART
0032013-07-01LAURA CHANAK
0032012-07-01LAURA CHANAK
0032011-07-01OWEN YODER

Plan Statistics for FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN

401k plan membership statisitcs for FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN

Measure Date Value
2021: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01183
Total number of active participants reported on line 7a of the Form 55002021-07-01153
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0115
Total of all active and inactive participants2021-07-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01168
Number of participants with account balances2021-07-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-015
2020: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01180
Total number of active participants reported on line 7a of the Form 55002020-07-01149
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0118
Total of all active and inactive participants2020-07-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01167
Number of participants with account balances2020-07-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-017
2019: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01207
Total number of active participants reported on line 7a of the Form 55002019-07-01163
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0117
Total of all active and inactive participants2019-07-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01181
Number of participants with account balances2019-07-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-019
2018: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01207
Total number of active participants reported on line 7a of the Form 55002018-07-01185
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0112
Total of all active and inactive participants2018-07-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01197
Number of participants with account balances2018-07-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-013
2017: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01214
Total number of active participants reported on line 7a of the Form 55002017-07-01182
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0114
Total of all active and inactive participants2017-07-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01196
Number of participants with account balances2017-07-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-015
2016: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01217
Total number of active participants reported on line 7a of the Form 55002016-07-01173
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0123
Total of all active and inactive participants2016-07-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01196
Number of participants with account balances2016-07-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-019
2015: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01203
Total number of active participants reported on line 7a of the Form 55002015-07-01180
Number of retired or separated participants receiving benefits2015-07-011
Number of other retired or separated participants entitled to future benefits2015-07-0114
Total of all active and inactive participants2015-07-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01195
Number of participants with account balances2015-07-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-013
2014: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01187
Total number of active participants reported on line 7a of the Form 55002014-07-01172
Number of retired or separated participants receiving benefits2014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-0114
Total of all active and inactive participants2014-07-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01187
Number of participants with account balances2014-07-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-012
2013: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01168
Total number of active participants reported on line 7a of the Form 55002013-07-01158
Number of retired or separated participants receiving benefits2013-07-012
Number of other retired or separated participants entitled to future benefits2013-07-0114
Total of all active and inactive participants2013-07-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01174
Number of participants with account balances2013-07-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-016
2012: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01183
Total number of active participants reported on line 7a of the Form 55002012-07-01150
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0118
Total of all active and inactive participants2012-07-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01168
Number of participants with account balances2012-07-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-019
2011: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01225
Total number of active participants reported on line 7a of the Form 55002011-07-01170
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0112
Total of all active and inactive participants2011-07-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01183
Number of participants with account balances2011-07-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-018

Financial Data on FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN

Measure Date Value
2022 : FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$0
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-31,219
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$473,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$448,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$336,816
Value of total assets at end of year2022-06-30$2,351,665
Value of total assets at beginning of year2022-06-30$2,856,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$24,570
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$0
Administrative expenses professional fees incurred2022-06-30$24,570
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$261,206
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$1,901
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$0
Total non interest bearing cash at end of year2022-06-30$617
Total non interest bearing cash at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Income. Non cash contributions2022-06-30$0
Value of net income/loss2022-06-30$-504,493
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,351,665
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,856,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in pooled separate accounts at end of year2022-06-30$2,351,048
Value of interest in pooled separate accounts at beginning of year2022-06-30$2,856,158
Interest on participant loans2022-06-30$0
Income. Interest from loans (other than to participants)2022-06-30$0
Interest earned on other investments2022-06-30$0
Income. Interest from US Government securities2022-06-30$0
Income. Interest from corporate debt instruments2022-06-30$0
Value of interest in common/collective trusts at end of year2022-06-30$0
Value of interest in common/collective trusts at beginning of year2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-368,035
Net investment gain/loss from pooled separate accounts2022-06-30$0
Net investment gain or loss from common/collective trusts2022-06-30$0
Net gain/loss from 103.12 investment entities2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$73,709
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$0
Income. Dividends from preferred stock2022-06-30$0
Income. Dividends from common stock2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$448,704
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$0
Aggregate carrying amount (costs) on sale of assets2022-06-30$0
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30PLANTE & MORAN PLLC
Accountancy firm EIN2022-06-30351357951
2021 : FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$897,941
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$371,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$346,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$289,216
Value of total assets at end of year2021-06-30$2,856,158
Value of total assets at beginning of year2021-06-30$2,329,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$24,638
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$24,638
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$223,489
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$7,504
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$3,043
Total non interest bearing cash at end of year2021-06-30$0
Total non interest bearing cash at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$526,371
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,856,158
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,329,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$2,856,158
Value of interest in pooled separate accounts at beginning of year2021-06-30$2,320,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$608,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$62,684
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$2,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$346,932
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30PLANTE + MORAN PLLC
Accountancy firm EIN2021-06-30351357951
2020 : FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$320,591
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$118,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$105,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$264,116
Value of total assets at end of year2020-06-30$2,329,787
Value of total assets at beginning of year2020-06-30$2,127,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$13,304
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$13,304
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$214,752
Participant contributions at end of year2020-06-30$7,504
Participant contributions at beginning of year2020-06-30$8,209
Total non interest bearing cash at end of year2020-06-30$0
Total non interest bearing cash at beginning of year2020-06-30$4,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$201,885
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,329,787
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$2,127,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$2,320,089
Value of interest in pooled separate accounts at beginning of year2020-06-30$2,113,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$56,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$49,364
Employer contributions (assets) at end of year2020-06-30$2,194
Employer contributions (assets) at beginning of year2020-06-30$2,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$105,402
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30PLANTE + MORAN PLLC
Accountancy firm EIN2020-06-30351357951
2019 : FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$346,212
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$95,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$92,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$272,569
Value of total assets at end of year2019-06-30$2,127,902
Value of total assets at beginning of year2019-06-30$1,877,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$3,190
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$3,190
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$5,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$210,746
Participant contributions at end of year2019-06-30$8,209
Participant contributions at beginning of year2019-06-30$7,331
Total non interest bearing cash at end of year2019-06-30$4,106
Total non interest bearing cash at beginning of year2019-06-30$3,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$250,719
Value of net assets at end of year (total assets less liabilities)2019-06-30$2,127,902
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,877,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$2,113,209
Value of interest in pooled separate accounts at beginning of year2019-06-30$1,864,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$73,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$61,823
Employer contributions (assets) at end of year2019-06-30$2,378
Employer contributions (assets) at beginning of year2019-06-30$2,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$92,303
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30PLANTE + MORAN PLLC
Accountancy firm EIN2019-06-30351357951
2018 : FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$360,744
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$290,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$286,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$243,791
Value of total assets at end of year2018-06-30$1,877,183
Value of total assets at beginning of year2018-06-30$1,807,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$4,128
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$4,128
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$5,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$188,214
Participant contributions at end of year2018-06-30$7,331
Participant contributions at beginning of year2018-06-30$6,521
Total non interest bearing cash at end of year2018-06-30$3,203
Total non interest bearing cash at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$70,017
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,877,183
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,807,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$1,864,565
Value of interest in pooled separate accounts at beginning of year2018-06-30$1,798,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$116,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$55,577
Employer contributions (assets) at end of year2018-06-30$2,084
Employer contributions (assets) at beginning of year2018-06-30$1,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$286,599
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30PLANTE & MORAN PLLC
Accountancy firm EIN2018-06-30351357951
2017 : FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$116
Total income from all sources (including contributions)2017-06-30$458,164
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$356,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$354,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$244,715
Value of total assets at end of year2017-06-30$1,807,166
Value of total assets at beginning of year2017-06-30$1,705,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,914
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$1,914
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$5,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$185,693
Participant contributions at end of year2017-06-30$6,521
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$116
Total non interest bearing cash at end of year2017-06-30$104
Total non interest bearing cash at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$102,065
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,807,166
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,705,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$1,798,593
Value of interest in pooled separate accounts at beginning of year2017-06-30$1,705,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$213,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$59,022
Employer contributions (assets) at end of year2017-06-30$1,948
Employer contributions (assets) at beginning of year2017-06-30$12
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$354,185
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30PLANTE & MORAN PLLC
Accountancy firm EIN2017-06-30351357951
2016 : FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$116
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$128,639
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$95,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$94,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$153,747
Value of total assets at end of year2016-06-30$1,705,217
Value of total assets at beginning of year2016-06-30$1,672,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,452
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$1,452
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$5,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$135,296
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$921
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$116
Total non interest bearing cash at end of year2016-06-30$0
Total non interest bearing cash at beginning of year2016-06-30$384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$32,987
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,705,101
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,672,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$1,705,205
Value of interest in pooled separate accounts at beginning of year2016-06-30$1,671,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-25,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$17,530
Employer contributions (assets) at end of year2016-06-30$12
Employer contributions (assets) at beginning of year2016-06-30$12
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$94,200
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2016-06-30351357951
2015 : FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$180,606
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$104,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$100,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$138,639
Value of total assets at end of year2015-06-30$1,672,114
Value of total assets at beginning of year2015-06-30$1,596,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$4,268
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$5,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$120,442
Administrative expenses (other) incurred2015-06-30$514
Total non interest bearing cash at end of year2015-06-30$384
Total non interest bearing cash at beginning of year2015-06-30$3,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$76,046
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,672,114
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,596,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$1,671,718
Value of interest in pooled separate accounts at beginning of year2015-06-30$1,592,752
Net investment gain/loss from pooled separate accounts2015-06-30$41,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$18,197
Employer contributions (assets) at end of year2015-06-30$12
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$100,292
Contract administrator fees2015-06-30$3,754
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2015-06-30381357951
2014 : FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$332,464
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$432,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$427,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$117,960
Value of total assets at end of year2014-06-30$1,596,068
Value of total assets at beginning of year2014-06-30$1,696,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$5,487
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$5,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$117,219
Participant contributions at beginning of year2014-06-30$4,599
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$741
Administrative expenses (other) incurred2014-06-30$4,999
Total non interest bearing cash at end of year2014-06-30$3,316
Total non interest bearing cash at beginning of year2014-06-30$3,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-100,427
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,596,068
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,696,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$1,592,752
Value of interest in pooled separate accounts at beginning of year2014-06-30$1,688,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$214,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$427,404
Contract administrator fees2014-06-30$488
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2014-06-30381357951
2013 : FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$306,675
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$107,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$105,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$143,227
Value of total assets at end of year2013-06-30$1,696,495
Value of total assets at beginning of year2013-06-30$1,497,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$2,066
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$5,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$140,908
Participant contributions at end of year2013-06-30$4,599
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Administrative expenses (other) incurred2013-06-30$1,575
Total non interest bearing cash at end of year2013-06-30$3,499
Total non interest bearing cash at beginning of year2013-06-30$1,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$198,904
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,696,495
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,497,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$1,688,397
Value of interest in pooled separate accounts at beginning of year2013-06-30$1,496,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$163,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$2,319
Employer contributions (assets) at beginning of year2013-06-30$475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$105,705
Contract administrator fees2013-06-30$491
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2013-06-30381357951
2012 : FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,618,436
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$120,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$118,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,640,566
Value of total assets at end of year2012-06-30$1,497,591
Value of total assets at beginning of year2012-06-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,921
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$150,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$207,569
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$1,360,225
Administrative expenses (other) incurred2012-06-30$1,350
Total non interest bearing cash at end of year2012-06-30$1,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,497,591
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,497,591
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$1,496,083
Net investment gain/loss from pooled separate accounts2012-06-30$-22,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$72,772
Employer contributions (assets) at end of year2012-06-30$475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$118,924
Contract administrator fees2012-06-30$571
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2012-06-30381357951

Form 5500 Responses for FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN

2021: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedYes
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: FRIENDSHIP VILLAGE OF COLUMBUS, OHIO, INC. 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01First time form 5500 has been submittedYes
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan 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 number101392
Policy instance 1
Insurance contract or identification number101392
Number of Individuals Covered108
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,956
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3956
Additional information about fees paid to insurance brokerOTHER ALLOWANCE & SERVICE FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101392
Policy instance 1
Insurance contract or identification number101392
Number of Individuals Covered109
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $6,355
Total amount of fees paid to insurance companyUSD $3,459
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,355
Insurance broker organization code?4
Amount paid for insurance broker fees3459
Additional information about fees paid to insurance brokerOTHER ALLOWANCES & SERVICE FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101392
Policy instance 1
Insurance contract or identification number101392
Number of Individuals Covered113
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $5,050
Total amount of fees paid to insurance companyUSD $3,010
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,050
Insurance broker organization code?4
Amount paid for insurance broker fees3010
Additional information about fees paid to insurance brokerOTHER ALLOWANCES & SERVICE FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101392
Policy instance 1
Insurance contract or identification number101392
Number of Individuals Covered114
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $4,896
Total amount of fees paid to insurance companyUSD $3,142
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,896
Insurance broker organization code?4
Amount paid for insurance broker fees3142
Additional information about fees paid to insurance brokerOTHER ALLOWANCES & SERVICE FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101392
Policy instance 1
Insurance contract or identification number101392
Number of Individuals Covered103
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $4,411
Total amount of fees paid to insurance companyUSD $3,755
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,411
Insurance broker organization code?4
Amount paid for insurance broker fees3755
Additional information about fees paid to insurance brokerOTHER ALLOWANCES & SERVICE FEES
Insurance broker nameNILES LANKFORD GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101392
Policy instance 1
Insurance contract or identification number101392
Number of Individuals Covered111
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $4,138
Total amount of fees paid to insurance companyUSD $1,759
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,138
Insurance broker organization code?4
Amount paid for insurance broker fees1759
Additional information about fees paid to insurance brokerOTHER ALLOWANCES & SERVICE FEES
Insurance broker nameNILES LANKFORD GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101392
Policy instance 1
Insurance contract or identification number101392
Number of Individuals Covered81
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $4,072
Total amount of fees paid to insurance companyUSD $4,598
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,072
Insurance broker organization code?4
Amount paid for insurance broker fees4598
Additional information about fees paid to insurance brokerOTHER ALLOWANCES & SERVICE FEES
Insurance broker nameNILES LANKFORD GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101392
Policy instance 1
Insurance contract or identification number101392
Number of Individuals Covered75
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $3,824
Total amount of fees paid to insurance companyUSD $6,866
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,824
Amount paid for insurance broker fees1031
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?4
Insurance broker nameNILES LANKFORD GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101392
Policy instance 1
Insurance contract or identification number101392
Number of Individuals Covered82
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $4,085
Total amount of fees paid to insurance companyUSD $3,711
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,085
Amount paid for insurance broker fees1262
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?4
Insurance broker nameNILES LANKFORD GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number101392
Policy instance 1
Insurance contract or identification number101392
Number of Individuals Covered83
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $16,842
Total amount of fees paid to insurance companyUSD $6,836
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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