MERIDIAN SENIOR LIVING, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MERIDIAN SENIOR LIVING 401(K) PLAN
Measure | Date | Value |
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2018 : MERIDIAN SENIOR LIVING 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $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 | $598,497 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $252,830 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $250,000 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $205 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $698,394 |
Value of total assets at end of year | 2018-12-31 | $1,401,491 |
Value of total assets at beginning of year | 2018-12-31 | $1,055,824 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,625 |
Total interest from all sources | 2018-12-31 | $701 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $99,560 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $99,560 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $106,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $369,527 |
Participant contributions at end of year | 2018-12-31 | $31,564 |
Participant contributions at beginning of year | 2018-12-31 | $1,894 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $328,867 |
Administrative expenses (other) incurred | 2018-12-31 | $2,625 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $345,667 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,401,491 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,055,824 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,325,062 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,000,682 |
Interest on participant loans | 2018-12-31 | $701 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $44,865 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $53,248 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-197,336 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-2,822 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $250,000 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | COHNREZNICK |
Accountancy firm EIN | 2018-12-31 | 221478099 |
2017 : MERIDIAN SENIOR LIVING 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $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 | $643,868 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $108,609 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $92,269 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $2,781 |
Value of total corrective distributions | 2017-12-31 | $11,869 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $513,801 |
Value of total assets at end of year | 2017-12-31 | $1,055,824 |
Value of total assets at beginning of year | 2017-12-31 | $520,565 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,690 |
Total interest from all sources | 2017-12-31 | $187 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $36,659 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $36,659 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $53,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $317,598 |
Participant contributions at end of year | 2017-12-31 | $1,894 |
Participant contributions at beginning of year | 2017-12-31 | $6,501 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $196,203 |
Administrative expenses (other) incurred | 2017-12-31 | $1,690 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $535,259 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,055,824 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $520,565 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,000,682 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $483,215 |
Interest on participant loans | 2017-12-31 | $187 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $53,248 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $30,849 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $87,336 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $5,885 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $92,269 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2017-12-31 | 135381590 |
2016 : MERIDIAN SENIOR LIVING 401(K) PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $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 | $435,171 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $84,875 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $78,883 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $885 |
Value of total corrective distributions | 2016-12-31 | $3,724 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $404,151 |
Value of total assets at end of year | 2016-12-31 | $520,565 |
Value of total assets at beginning of year | 2016-12-31 | $170,269 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,383 |
Total interest from all sources | 2016-12-31 | $112 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $13,356 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $13,356 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $18,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $213,215 |
Participant contributions at end of year | 2016-12-31 | $6,501 |
Participant contributions at beginning of year | 2016-12-31 | $981 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $190,936 |
Administrative expenses (other) incurred | 2016-12-31 | $1,383 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $350,296 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $520,565 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $170,269 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $483,215 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $146,798 |
Interest on participant loans | 2016-12-31 | $112 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $30,849 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $22,490 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $14,264 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $3,288 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $78,883 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2016-12-31 | 135381590 |
2015 : MERIDIAN SENIOR LIVING 401(K) PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $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 | $138,634 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $15,393 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $14,668 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $141,892 |
Value of total assets at end of year | 2015-12-31 | $170,269 |
Value of total assets at beginning of year | 2015-12-31 | $47,028 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $725 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $6,969 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $6,969 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $129,579 |
Participant contributions at end of year | 2015-12-31 | $981 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $12,313 |
Administrative expenses (other) incurred | 2015-12-31 | $725 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $123,241 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $170,269 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $47,028 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $146,798 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $40,644 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $22,490 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $6,384 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-9,915 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-312 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $14,668 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MERIDIAN SENIOR LIVING |
Accountancy firm EIN | 2015-12-31 | 364673112 |
2014 : MERIDIAN SENIOR LIVING 401(K) PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $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 | $49,548 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,520 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,370 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $49,359 |
Value of total assets at end of year | 2014-12-31 | $47,028 |
Value of total assets at beginning of year | 2014-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $150 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,567 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,567 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $49,359 |
Administrative expenses (other) incurred | 2014-12-31 | $150 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $47,028 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $47,028 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $40,644 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $6,384 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-1,528 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $150 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,370 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |