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SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameSUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN
Plan identification number 002

SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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(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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

SUNSET RETIREMENT COMMUNITIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUNSET RETIREMENT COMMUNITIES, INC.
Employer identification number (EIN):344428230
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about SUNSET RETIREMENT COMMUNITIES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1873-01-29
Company Identification Number: 328529
Legal Registered Office Address: FOUR SEAGATE
NINTH FLOOR
TOLEDO
United States of America (USA)
43604

More information about SUNSET RETIREMENT COMMUNITIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARK MINARD MARK S MINARD2018-10-15
0022016-01-01MARK MINARD
0022015-01-01MARK MINARD
0022014-01-01MARK MINARD
0022013-01-01MARK MINARD
0022012-01-01MARK MINARD
0022011-01-01MARK MINARD
0022009-01-01CHRISTINE GLADIEUX

Plan Statistics for SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01501
Total number of active participants reported on line 7a of the Form 55002022-01-01296
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01157
Total of all active and inactive participants2022-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01453
Number of participants with account balances2022-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01358
Total number of active participants reported on line 7a of the Form 55002021-01-01377
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01124
Total of all active and inactive participants2021-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01501
Number of participants with account balances2021-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01310
Total number of active participants reported on line 7a of the Form 55002020-01-01249
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01109
Total of all active and inactive participants2020-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01358
Number of participants with account balances2020-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01351
Total number of active participants reported on line 7a of the Form 55002019-01-01196
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01114
Total of all active and inactive participants2019-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01310
Number of participants with account balances2019-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01386
Total number of active participants reported on line 7a of the Form 55002018-01-01310
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01351
Number of participants with account balances2018-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01350
Total number of active participants reported on line 7a of the Form 55002017-01-01307
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0178
Total of all active and inactive participants2017-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01386
Number of participants with account balances2017-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01242
Total number of active participants reported on line 7a of the Form 55002016-01-01305
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01350
Number of participants with account balances2016-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01301
Total number of active participants reported on line 7a of the Form 55002015-01-01164
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0178
Total of all active and inactive participants2015-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01242
Number of participants with account balances2015-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01309
Total number of active participants reported on line 7a of the Form 55002014-01-01262
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01301
Number of participants with account balances2014-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01311
Total number of active participants reported on line 7a of the Form 55002013-01-01263
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0146
Total of all active and inactive participants2013-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01309
Number of participants with account balances2013-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01334
Total number of active participants reported on line 7a of the Form 55002012-01-01275
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01315
Number of participants with account balances2012-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01214
Total number of active participants reported on line 7a of the Form 55002011-01-01173
Number of retired or separated participants receiving benefits2011-01-0155
Total of all active and inactive participants2011-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01228
Number of participants with account balances2011-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01185
Total number of active participants reported on line 7a of the Form 55002009-01-01179
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01195
Number of participants with account balances2009-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022 : SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-599,185
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$645,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$613,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$462,757
Value of total assets at end of year2022-12-31$6,103,170
Value of total assets at beginning of year2022-12-31$7,347,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,963
Total interest from all sources2022-12-31$5,413
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$208,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$208,236
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$256,517
Participant contributions at end of year2022-12-31$35,235
Participant contributions at beginning of year2022-12-31$40,443
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$5,358
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,197
Administrative expenses (other) incurred2022-12-31$31,963
Total non interest bearing cash at end of year2022-12-31$18,468
Total non interest bearing cash at beginning of year2022-12-31$4,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,244,315
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,103,170
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,347,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,875,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,129,620
Interest on participant loans2022-12-31$1,451
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,275,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$206,240
Employer contributions (assets) at end of year2022-12-31$168,754
Employer contributions (assets) at beginning of year2022-12-31$170,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$613,167
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WILLIAM VAUGHAN COMPANY
Accountancy firm EIN2022-12-31341145015
2021 : SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,269,980
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,021,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$972,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$524,984
Value of total assets at end of year2021-12-31$7,347,485
Value of total assets at beginning of year2021-12-31$7,098,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$48,591
Total interest from all sources2021-12-31$1,645
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$406,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$406,284
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$311,273
Participant contributions at end of year2021-12-31$40,443
Participant contributions at beginning of year2021-12-31$36,683
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,382
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,197
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,398
Administrative expenses (other) incurred2021-12-31$48,591
Total non interest bearing cash at end of year2021-12-31$4,601
Total non interest bearing cash at beginning of year2021-12-31$21,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$248,545
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,347,485
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,098,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,129,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,805,406
Interest on participant loans2021-12-31$1,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$72
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$337,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$198,329
Employer contributions (assets) at end of year2021-12-31$170,624
Employer contributions (assets) at beginning of year2021-12-31$232,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$972,844
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WILLIAM VAUGHAN COMPANY
Accountancy firm EIN2021-12-31341145015
2020 : SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,512,040
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$859,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$829,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$647,149
Value of total assets at end of year2020-12-31$7,098,940
Value of total assets at beginning of year2020-12-31$6,446,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,719
Total interest from all sources2020-12-31$2,344
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$234,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$234,346
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$384,074
Participant contributions at end of year2020-12-31$36,683
Participant contributions at beginning of year2020-12-31$16,977
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,398
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$4,031
Administrative expenses (other) incurred2020-12-31$30,719
Total non interest bearing cash at end of year2020-12-31$21,986
Total non interest bearing cash at beginning of year2020-12-31$22,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$652,212
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,098,940
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,446,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,805,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,198,127
Interest on participant loans2020-12-31$1,238
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$628,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$263,075
Employer contributions (assets) at end of year2020-12-31$232,467
Employer contributions (assets) at beginning of year2020-12-31$205,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$829,109
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WILLIAM VAUGHAN COMPANY
Accountancy firm EIN2020-12-31341145015
2019 : SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,623,437
Total income from all sources (including contributions)2019-12-31$1,623,437
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$372,436
Total of all expenses incurred2019-12-31$372,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$339,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$339,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$646,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$646,311
Value of total assets at end of year2019-12-31$6,446,728
Value of total assets at end of year2019-12-31$6,446,728
Value of total assets at beginning of year2019-12-31$5,195,727
Value of total assets at beginning of year2019-12-31$5,195,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,922
Total interest from all sources2019-12-31$5,683
Total interest from all sources2019-12-31$5,683
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$214,740
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$214,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$214,740
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$214,740
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$354,629
Contributions received from participants2019-12-31$354,629
Participant contributions at end of year2019-12-31$16,977
Participant contributions at end of year2019-12-31$16,977
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$57,362
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,031
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,031
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,693
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,693
Administrative expenses (other) incurred2019-12-31$32,922
Administrative expenses (other) incurred2019-12-31$32,922
Total non interest bearing cash at end of year2019-12-31$22,373
Total non interest bearing cash at end of year2019-12-31$22,373
Total non interest bearing cash at beginning of year2019-12-31$15,042
Total non interest bearing cash at beginning of year2019-12-31$15,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,251,001
Value of net income/loss2019-12-31$1,251,001
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,446,728
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,446,728
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,195,727
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,195,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,198,127
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,198,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,976,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,976,487
Interest on participant loans2019-12-31$119
Interest on participant loans2019-12-31$119
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,564
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$756,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$756,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$234,320
Employer contributions (assets) at end of year2019-12-31$205,220
Employer contributions (assets) at end of year2019-12-31$205,220
Employer contributions (assets) at beginning of year2019-12-31$199,505
Employer contributions (assets) at beginning of year2019-12-31$199,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$339,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$339,514
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WILLIAM VAUGHAN COMPANY
Accountancy firm EIN2019-12-31341145015
Accountancy firm EIN2019-12-31341145015
2018 : SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$386,038
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$807,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$773,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$568,241
Value of total assets at end of year2018-12-31$5,195,727
Value of total assets at beginning of year2018-12-31$5,617,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,599
Total interest from all sources2018-12-31$4,241
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$277,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$277,966
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$337,662
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,594
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,693
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,519
Administrative expenses (other) incurred2018-12-31$34,599
Total non interest bearing cash at end of year2018-12-31$15,042
Total non interest bearing cash at beginning of year2018-12-31$24,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-421,807
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,195,727
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,617,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,976,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,423,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-464,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$226,985
Employer contributions (assets) at end of year2018-12-31$199,505
Employer contributions (assets) at beginning of year2018-12-31$165,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$773,246
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WILLIAM VAUGHAN COMPANY
Accountancy firm EIN2018-12-31341145015
2017 : SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,178,300
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$263,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$236,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$508,820
Value of total assets at end of year2017-12-31$5,617,534
Value of total assets at beginning of year2017-12-31$4,702,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,308
Total interest from all sources2017-12-31$1,668
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$177,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$177,319
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$324,856
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,519
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,822
Administrative expenses (other) incurred2017-12-31$27,308
Total non interest bearing cash at end of year2017-12-31$24,470
Total non interest bearing cash at beginning of year2017-12-31$11,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$914,633
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,617,534
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,702,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,423,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,522,357
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$490,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$183,964
Employer contributions (assets) at end of year2017-12-31$165,714
Employer contributions (assets) at beginning of year2017-12-31$166,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$236,359
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DAVENPORT, HANF & COMPANY, LLC
Accountancy firm EIN2017-12-31412173670
2016 : SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$796,411
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$372,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$348,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$569,766
Value of total assets at end of year2016-12-31$4,702,901
Value of total assets at beginning of year2016-12-31$4,279,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,067
Total interest from all sources2016-12-31$2,463
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$124,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$124,076
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$267,326
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$121,793
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,822
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,056
Administrative expenses (other) incurred2016-12-31$24,067
Total non interest bearing cash at end of year2016-12-31$11,545
Total non interest bearing cash at beginning of year2016-12-31$10,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$423,522
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,702,901
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,279,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,522,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,948,530
Interest earned on other investments2016-12-31$1,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$141,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$100,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$180,647
Employer contributions (assets) at end of year2016-12-31$166,177
Employer contributions (assets) at beginning of year2016-12-31$176,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$348,822
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DAVENPORT, HANF & COMPANY, LLC
Accountancy firm EIN2016-12-31412173670
2015 : SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$485,082
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$230,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$204,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$487,268
Value of total assets at end of year2015-12-31$4,279,379
Value of total assets at beginning of year2015-12-31$4,024,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,889
Total interest from all sources2015-12-31$5,174
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$177,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$177,809
Administrative expenses professional fees incurred2015-12-31$6,882
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$286,218
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,056
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,245
Total non interest bearing cash at end of year2015-12-31$10,847
Total non interest bearing cash at beginning of year2015-12-31$24,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$255,058
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,279,379
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,024,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,749
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,948,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,423,155
Interest earned on other investments2015-12-31$5,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$143,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$143,322
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$141,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$291,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-185,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$201,050
Employer contributions (assets) at end of year2015-12-31$176,339
Employer contributions (assets) at beginning of year2015-12-31$140,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$204,135
Contract administrator fees2015-12-31$17,258
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DAVENPORT, HANF & COMPANY, LLC
Accountancy firm EIN2015-12-31412173670
2014 : SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$601,640
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$599,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$577,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$404,135
Value of total assets at end of year2014-12-31$4,024,321
Value of total assets at beginning of year2014-12-31$4,021,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,483
Total interest from all sources2014-12-31$10,509
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$136,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$136,288
Administrative expenses professional fees incurred2014-12-31$7,082
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$233,651
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,245
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,395
Total non interest bearing cash at end of year2014-12-31$24,461
Total non interest bearing cash at beginning of year2014-12-31$1,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,412
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,024,321
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,021,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,423,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,209,223
Interest earned on other investments2014-12-31$10,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$143,322
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$175,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$175,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$25
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$291,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$496,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$50,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$170,484
Employer contributions (assets) at end of year2014-12-31$140,279
Employer contributions (assets) at beginning of year2014-12-31$137,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$577,745
Contract administrator fees2014-12-31$14,401
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DAVENPORT, HANF & COMPANY, LLC
Accountancy firm EIN2014-12-31412173670
2013 : SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT 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$898,166
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$988,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$964,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$404,765
Value of total assets at end of year2013-12-31$4,021,909
Value of total assets at beginning of year2013-12-31$4,112,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24,065
Total interest from all sources2013-12-31$15,550
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$147,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$147,430
Administrative expenses professional fees incurred2013-12-31$9,122
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$242,157
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,395
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,293
Total non interest bearing cash at end of year2013-12-31$1,239
Total non interest bearing cash at beginning of year2013-12-31$14,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-90,308
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,021,909
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,112,217
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$3,209,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,055,304
Interest earned on other investments2013-12-31$15,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$175,649
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$230,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$230,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$496,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$681,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$330,421
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$162,608
Employer contributions (assets) at end of year2013-12-31$137,845
Employer contributions (assets) at beginning of year2013-12-31$129,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$964,409
Contract administrator fees2013-12-31$14,943
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
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 name2013-12-31DAVENPORT, HANF & COMPANY, LLC
Accountancy firm EIN2013-12-31412173670
2012 : SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT 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$672,109
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$476,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$468,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$383,181
Value of total assets at end of year2012-12-31$4,112,217
Value of total assets at beginning of year2012-12-31$3,916,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,326
Total interest from all sources2012-12-31$28,581
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$77,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$77,535
Administrative expenses professional fees incurred2012-12-31$5,066
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$230,018
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,293
Total non interest bearing cash at end of year2012-12-31$14,797
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$195,649
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,112,217
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,916,568
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$3,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,055,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,721,650
Interest earned on other investments2012-12-31$28,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$230,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$681,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,061,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$182,812
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$153,163
Employer contributions (assets) at end of year2012-12-31$129,443
Employer contributions (assets) at beginning of year2012-12-31$133,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$468,134
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 name2012-12-31DAVENPORT, HANF & COMPANY, LLC
Accountancy firm EIN2012-12-31412173670
2011 : SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT 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$339,355
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$537,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$537,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$405,380
Value of total assets at end of year2011-12-31$3,916,568
Value of total assets at beginning of year2011-12-31$4,114,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$34,066
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$249,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-198,377
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,916,568
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,114,945
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$2,721,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,920,746
Interest earned on other investments2011-12-31$34,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,061,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,089,564
Net investment gain/loss from pooled separate accounts2011-12-31$-100,091
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$155,869
Employer contributions (assets) at end of year2011-12-31$133,146
Employer contributions (assets) at beginning of year2011-12-31$104,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$537,732
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 name2011-12-31DAVENPORT, HANF & COMPANY, LLC
Accountancy firm EIN2011-12-31412173670
2010 : SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT 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$776,211
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$161,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$161,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$429,107
Value of total assets at end of year2010-12-31$4,114,945
Value of total assets at beginning of year2010-12-31$3,500,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$34,161
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 bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$269,377
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$30,962
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$614,549
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,114,945
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,500,396
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$2,920,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,449,678
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$34,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,089,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$892,648
Net investment gain/loss from pooled separate accounts2010-12-31$312,943
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$128,768
Employer contributions (assets) at end of year2010-12-31$104,635
Employer contributions (assets) at beginning of year2010-12-31$158,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$161,662
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 name2010-12-31DAVENPORT, HANF & COMPANY, LLC
Accountancy firm EIN2010-12-31412173670
2009 : SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT 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 SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN

2022: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT 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 filingNo
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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SUNSET RETIREMENT COMMUNITIES, INC. SAVINGS AND RETIREMENT 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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