401k Plan data: WELLQUEST LIVING 401(K) PLAN plan

WELLQUEST LIVING 401(K) PLAN 401k Plan overview

Plan Name	WELLQUEST LIVING 401(K) PLAN
Plan identification number	001

WELLQUEST LIVING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

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

Company Name: WELLQUEST LIVING, LLC

Employer identification number (EIN): 352620254

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01

Plan Statistics for WELLQUEST LIVING 401(K) PLAN

401k plan membership statisitcs for WELLQUEST LIVING 401(K) PLAN

Measure Date Value
2022: WELLQUEST LIVING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 534
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 500
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 24
Total of all active and inactive participants 2022-01-01 524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 524
Number of participants with account balances 2022-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WELLQUEST LIVING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 577
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 462
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 14
Total of all active and inactive participants 2021-01-01 476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 477
Number of participants with account balances 2021-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: WELLQUEST LIVING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 321
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 463
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 466
Number of participants with account balances 2020-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WELLQUEST LIVING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 381
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 241
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 245
Number of participants with account balances 2019-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: WELLQUEST LIVING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	534
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	500
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	24
Total of all active and inactive participants	2022-01-01	524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	524
Number of participants with account balances	2022-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WELLQUEST LIVING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	577
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	462
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	14
Total of all active and inactive participants	2021-01-01	476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	477
Number of participants with account balances	2021-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: WELLQUEST LIVING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	321
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	463
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	466
Number of participants with account balances	2020-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WELLQUEST LIVING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	381
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	241
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	245
Number of participants with account balances	2019-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on WELLQUEST LIVING 401(K) PLAN

Measure	Date	Value
2022 : WELLQUEST LIVING 401(K) PLAN 2022 401k financial data
Total transfer of assets to this plan	2022-12-31	$5,134
Total income from all sources (including contributions)	2022-12-31	$460,221
Total of all expenses incurred	2022-12-31	$182,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$175,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$746,773
Value of total assets at end of year	2022-12-31	$2,195,966
Value of total assets at beginning of year	2022-12-31	$1,912,891
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$6,302
Total interest from all sources	2022-12-31	$4,634
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$16,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$16,540
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$449,434
Participant contributions at end of year	2022-12-31	$97,887
Participant contributions at beginning of year	2022-12-31	$78,945
Participant contributions at end of year	2022-12-31	$12,434
Participant contributions at beginning of year	2022-12-31	$14,707
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$94,204
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$336
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$38
Administrative expenses (other) incurred	2022-12-31	$6,302
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$5,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$277,941
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,195,966
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,912,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$772,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$751,499
Interest on participant loans	2022-12-31	$3,656
Interest earned on other investments	2022-12-31	$939
Value of interest in common/collective trusts at end of year	2022-12-31	$1,243,227
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,022,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$12,783
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$39
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$50,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$31,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-229,831
Net investment gain or loss from common/collective trusts	2022-12-31	$-77,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$203,135
Employer contributions (assets) at end of year	2022-12-31	$6,324
Employer contributions (assets) at beginning of year	2022-12-31	$7,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$175,978
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WSRP, LLC
Accountancy firm EIN	2022-12-31	870517754
2021 : WELLQUEST LIVING 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$836,889
Total of all expenses incurred	2021-12-31	$205,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$198,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$641,019
Value of total assets at end of year	2021-12-31	$1,912,891
Value of total assets at beginning of year	2021-12-31	$1,281,343
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$7,196
Total interest from all sources	2021-12-31	$1,947
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$12,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$12,336
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$365,277
Participant contributions at end of year	2021-12-31	$78,945
Participant contributions at beginning of year	2021-12-31	$6,012
Participant contributions at end of year	2021-12-31	$14,707
Participant contributions at beginning of year	2021-12-31	$10,462
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$106,065
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$38
Administrative expenses (other) incurred	2021-12-31	$7,196
Total non interest bearing cash at end of year	2021-12-31	$5,789
Total non interest bearing cash at beginning of year	2021-12-31	$1,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$631,548
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,912,891
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,281,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$751,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$550,332
Interest on participant loans	2021-12-31	$1,564
Interest earned on other investments	2021-12-31	$383
Value of interest in common/collective trusts at end of year	2021-12-31	$1,022,894
Value of interest in common/collective trusts at beginning of year	2021-12-31	$695,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$31,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$11,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$91,578
Net investment gain or loss from common/collective trusts	2021-12-31	$90,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$169,677
Employer contributions (assets) at end of year	2021-12-31	$7,566
Employer contributions (assets) at beginning of year	2021-12-31	$5,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$198,145
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WSRP, LLC
Accountancy firm EIN	2021-12-31	870517754
2020 : WELLQUEST LIVING 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,167,055
Total of all expenses incurred	2020-12-31	$128,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$127,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,034,697
Value of total assets at end of year	2020-12-31	$1,281,343
Value of total assets at beginning of year	2020-12-31	$243,135
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,809
Total interest from all sources	2020-12-31	$340
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$5,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$5,464
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$199,783
Participant contributions at end of year	2020-12-31	$6,012
Participant contributions at beginning of year	2020-12-31	$3,277
Participant contributions at end of year	2020-12-31	$10,462
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$748,666
Administrative expenses (other) incurred	2020-12-31	$1,809
Total non interest bearing cash at end of year	2020-12-31	$1,593
Total non interest bearing cash at beginning of year	2020-12-31	$80
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,038,208
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,281,343
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$243,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$550,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$38,087
Interest on participant loans	2020-12-31	$211
Interest earned on other investments	2020-12-31	$129
Value of interest in common/collective trusts at end of year	2020-12-31	$695,378
Value of interest in common/collective trusts at beginning of year	2020-12-31	$199,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$11,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$61,838
Net investment gain or loss from common/collective trusts	2020-12-31	$64,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$86,248
Employer contributions (assets) at end of year	2020-12-31	$5,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$127,038
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WSRP, LLC
Accountancy firm EIN	2020-12-31	870517754
2019 : WELLQUEST LIVING 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$268,090
Total of all expenses incurred	2019-12-31	$24,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$24,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$254,143
Value of total assets at end of year	2019-12-31	$243,135
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$915
Total interest from all sources	2019-12-31	$31
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$477
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$126,363
Participant contributions at end of year	2019-12-31	$3,277
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$73,464
Other income not declared elsewhere	2019-12-31	$22
Administrative expenses (other) incurred	2019-12-31	$915
Total non interest bearing cash at end of year	2019-12-31	$80
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$243,135
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$243,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$38,087
Interest on participant loans	2019-12-31	$30
Value of interest in common/collective trusts at end of year	2019-12-31	$199,652
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,268
Net investment gain or loss from common/collective trusts	2019-12-31	$11,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$54,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$24,040
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WSRP, LLC
Accountancy firm EIN	2019-12-31	870517754

Form 5500 Responses for WELLQUEST LIVING 401(K) PLAN

2022: WELLQUEST LIVING 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WELLQUEST LIVING 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WELLQUEST LIVING 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WELLQUEST LIVING 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	First time form 5500 has been submitted	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

QK63137

Policy instance

Insurance contract or identification number	QK63137
Number of Individuals Covered	94
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

QK63137

Policy instance

Insurance contract or identification number	QK63137
Number of Individuals Covered	88
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

QK63137

Policy instance

Insurance contract or identification number	QK63137
Number of Individuals Covered	56
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

QK63137

Policy instance

Insurance contract or identification number	QK63137
Number of Individuals Covered	23
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WELLQUEST LIVING, LLC
Employer identification number (EIN):	352620254
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities