401k Plan data: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN plan

MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 401k Plan overview

Plan Name	MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN
Plan identification number	001

MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MARQUARDT MEMORIAL MANOR, INC. has sponsored the creation of one or more 401k plans.

Company Name: MARQUARDT MEMORIAL MANOR, INC.

Employer identification number (EIN): 391126946

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARQUARDT MEMORIAL MANOR, INC. SAVINGS 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
001 2018-01-01
001 2017-07-01 GARY THORPE
001 2016-07-01 GARY THORPE
001 2015-07-01 JULIE MARKS JULIE MARKS 2017-01-27
001 2014-07-01 JULIE MARKS JULIE MARKS 2015-12-22
001 2013-07-01 JULIE MARKS JULIE MARKS 2014-12-01
001 2012-07-01 JULIE MARKS JULIE MARKS 2014-01-23
001 2011-07-01 JULIE MARKS JULIE MARKS 2012-12-21
001 2010-07-01 JULIE MARKS JULIE MARKS 2012-01-20
001 2009-07-01 JULIE MARKS JULIE MARKS 2011-01-26

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-07-01	GARY THORPE
001	2016-07-01	GARY THORPE
001	2015-07-01	JULIE MARKS	JULIE MARKS	2017-01-27
001	2014-07-01	JULIE MARKS	JULIE MARKS	2015-12-22
001	2013-07-01	JULIE MARKS	JULIE MARKS	2014-12-01
001	2012-07-01	JULIE MARKS	JULIE MARKS	2014-01-23
001	2011-07-01	JULIE MARKS	JULIE MARKS	2012-12-21
001	2010-07-01	JULIE MARKS	JULIE MARKS	2012-01-20
001	2009-07-01	JULIE MARKS	JULIE MARKS	2011-01-26

Plan Statistics for MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN

401k plan membership statisitcs for MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN

Measure Date Value
2022: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 344
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 358
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 93
Total of all active and inactive participants 2022-01-01 451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 451
Number of participants with account balances 2022-01-01 306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 48
2021: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 420
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 281
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 63
Total of all active and inactive participants 2021-01-01 344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 344
Number of participants with account balances 2021-01-01 255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 21
2020: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 324
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 354
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 66
Total of all active and inactive participants 2020-01-01 420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 420
Number of participants with account balances 2020-01-01 290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 38
2019: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 322
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 232
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 92
Total of all active and inactive participants 2019-01-01 324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 324
Number of participants with account balances 2019-01-01 279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 425
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 258
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 64
Total of all active and inactive participants 2018-01-01 322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 322
Number of participants with account balances 2018-01-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 305
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 342
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 83
Total of all active and inactive participants 2017-07-01 425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 425
Number of participants with account balances 2017-07-01 326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 237
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 266
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 38
Total of all active and inactive participants 2016-07-01 304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 305
Number of participants with account balances 2016-07-01 282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 233
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 212
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 25
Total of all active and inactive participants 2015-07-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 237
Number of participants with account balances 2015-07-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 241
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 223
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 14
Total of all active and inactive participants 2014-07-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 237
Number of participants with account balances 2014-07-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 251
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 213
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 20
Total of all active and inactive participants 2013-07-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 233
Number of participants with account balances 2013-07-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 240
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 231
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 13
Total of all active and inactive participants 2012-07-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 244
Number of participants with account balances 2012-07-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 266
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 228
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 13
Total of all active and inactive participants 2011-07-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 241
Number of participants with account balances 2011-07-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 279
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 272
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 11
Total of all active and inactive participants 2010-07-01 283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 283
Number of participants with account balances 2010-07-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 279
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 266
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 11
Total of all active and inactive participants 2009-07-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 277
Number of participants with account balances 2009-07-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2022: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	344
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	358
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	93
Total of all active and inactive participants	2022-01-01	451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	451
Number of participants with account balances	2022-01-01	306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	48
2021: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	420
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	281
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	63
Total of all active and inactive participants	2021-01-01	344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	344
Number of participants with account balances	2021-01-01	255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	21
2020: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	324
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	354
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	66
Total of all active and inactive participants	2020-01-01	420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	420
Number of participants with account balances	2020-01-01	290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	38
2019: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	322
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	232
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	92
Total of all active and inactive participants	2019-01-01	324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	324
Number of participants with account balances	2019-01-01	279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	425
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	258
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	64
Total of all active and inactive participants	2018-01-01	322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	322
Number of participants with account balances	2018-01-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	305
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	342
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	83
Total of all active and inactive participants	2017-07-01	425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	425
Number of participants with account balances	2017-07-01	326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	237
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	266
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	38
Total of all active and inactive participants	2016-07-01	304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	305
Number of participants with account balances	2016-07-01	282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	233
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	212
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	25
Total of all active and inactive participants	2015-07-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	237
Number of participants with account balances	2015-07-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	241
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	223
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	14
Total of all active and inactive participants	2014-07-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	237
Number of participants with account balances	2014-07-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	251
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	213
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	20
Total of all active and inactive participants	2013-07-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	233
Number of participants with account balances	2013-07-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	240
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	231
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	13
Total of all active and inactive participants	2012-07-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	244
Number of participants with account balances	2012-07-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	266
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	228
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	13
Total of all active and inactive participants	2011-07-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	241
Number of participants with account balances	2011-07-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	279
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	272
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	11
Total of all active and inactive participants	2010-07-01	283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	283
Number of participants with account balances	2010-07-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	279
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	266
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	11
Total of all active and inactive participants	2009-07-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	277
Number of participants with account balances	2009-07-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN

Measure	Date	Value
2022 : MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$4,800
Total income from all sources (including contributions)	2022-12-31	$30,722
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,418,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,336,773
Value of total corrective distributions	2022-12-31	$20,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,726,003
Value of total assets at end of year	2022-12-31	$9,336,690
Value of total assets at beginning of year	2022-12-31	$10,729,350
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$61,626
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$8,336
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$824,165
Participant contributions at end of year	2022-12-31	$1,177
Participant contributions at beginning of year	2022-12-31	$3,502
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$584,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$4,800
Total non interest bearing cash at end of year	2022-12-31	$24,912
Total non interest bearing cash at beginning of year	2022-12-31	$5,412
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	$-1,387,860
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,336,690
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,724,550
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
Investment advisory and management fees	2022-12-31	$28,785
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Value of interest in pooled separate accounts at end of year	2022-12-31	$9,309,661
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$10,719,449
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,695,281
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	Yes
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	$316,986
Employer contributions (assets) at end of year	2022-12-31	$940
Employer contributions (assets) at beginning of year	2022-12-31	$987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,336,773
Contract administrator fees	2022-12-31	$24,505
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$4,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$685
Total income from all sources (including contributions)	2021-12-31	$2,506,454
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,378,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,295,015
Value of total corrective distributions	2021-12-31	$11,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,173,076
Value of total assets at end of year	2021-12-31	$10,729,350
Value of total assets at beginning of year	2021-12-31	$9,597,316
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$72,508
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$8,218
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$839,001
Participant contributions at end of year	2021-12-31	$3,502
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$46,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$4,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$685
Total non interest bearing cash at end of year	2021-12-31	$5,412
Total non interest bearing cash at beginning of year	2021-12-31	$6,580
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	$1,127,919
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,724,550
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,596,631
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
Investment advisory and management fees	2021-12-31	$33,812
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$0
Value of interest in pooled separate accounts at end of year	2021-12-31	$10,719,449
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$9,590,736
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,333,378
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	$287,305
Employer contributions (assets) at end of year	2021-12-31	$987
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,295,015
Contract administrator fees	2021-12-31	$30,478
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$685
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$4,221
Total income from all sources (including contributions)	2020-12-31	$2,629,673
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$664,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$586,938
Value of total corrective distributions	2020-12-31	$17,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,293,470
Value of total assets at end of year	2020-12-31	$9,597,316
Value of total assets at beginning of year	2020-12-31	$7,636,045
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$60,576
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$7,423
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	$749,871
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$269,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$685
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$4,221
Total non interest bearing cash at end of year	2020-12-31	$6,580
Total non interest bearing cash at beginning of year	2020-12-31	$3,272
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	$1,964,807
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,596,631
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,631,824
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
Investment advisory and management fees	2020-12-31	$25,494
Value of interest in pooled separate accounts at end of year	2020-12-31	$9,590,736
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$7,632,773
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,336,203
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	$274,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$586,938
Contract administrator fees	2020-12-31	$27,659
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$4,221
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$3,368
Total income from all sources (including contributions)	2019-12-31	$2,237,336
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$590,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$521,922
Value of total corrective distributions	2019-12-31	$15,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$943,691
Value of total assets at end of year	2019-12-31	$7,636,045
Value of total assets at beginning of year	2019-12-31	$5,988,031
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$53,098
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$2,820
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
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	$653,966
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$65,799
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$4,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$3,368
Total non interest bearing cash at end of year	2019-12-31	$3,272
Total non interest bearing cash at beginning of year	2019-12-31	$1,107
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	$1,647,161
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,631,824
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,984,663
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
Investment advisory and management fees	2019-12-31	$22,338
Value of interest in pooled separate accounts at end of year	2019-12-31	$7,632,773
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$5,986,924
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,293,645
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	$223,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$521,922
Contract administrator fees	2019-12-31	$27,940
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$3,368
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	$706,880
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,077,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,023,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,112,571
Value of total assets at end of year	2018-12-31	$5,988,031
Value of total assets at beginning of year	2018-12-31	$6,355,734
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$53,970
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$5,385
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
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	$637,535
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$256,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$3,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$1,107
Total non interest bearing cash at beginning of year	2018-12-31	$1,247
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	$-371,071
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,984,663
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,355,734
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 pooled separate accounts at end of year	2018-12-31	$5,986,924
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$6,354,487
Net investment gain/loss from pooled separate accounts	2018-12-31	$-405,691
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
Contributions received in cash from employer	2018-12-31	$218,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,023,981
Contract administrator fees	2018-12-31	$48,585
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	2018-12-31	No
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$656,321
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	$1,054,656
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$787,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$760,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$606,516
Value of total assets at end of year	2017-12-31	$6,355,734
Value of total assets at beginning of year	2017-12-31	$5,432,534
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$26,910
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$1,440
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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	$323,881
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$170,852
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$1,247
Total non interest bearing cash at beginning of year	2017-12-31	$0
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	$266,879
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,355,734
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,432,534
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 pooled separate accounts at end of year	2017-12-31	$6,354,487
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,432,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from pooled separate accounts	2017-12-31	$448,140
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
Contributions received in cash from employer	2017-12-31	$111,783
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$760,867
Contract administrator fees	2017-12-31	$25,470
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	2017-12-31	No
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
Unrealized appreciation/depreciation of real estate assets	2017-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-06-30	$0
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,411,802
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$364,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$359,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$791,927
Value of total assets at end of year	2017-06-30	$5,432,534
Value of total assets at beginning of year	2017-06-30	$4,385,590
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$5,751
Total income from rents	2017-06-30	$0
Total interest from all sources	2017-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$0
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$502,100
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$108,000
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Income. Non cash contributions	2017-06-30	$0
Value of net income/loss	2017-06-30	$1,046,944
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$5,432,534
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$4,385,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in pooled separate accounts at end of year	2017-06-30	$5,432,534
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$4,115,543
Interest on participant loans	2017-06-30	$0
Income. Interest from loans (other than to participants)	2017-06-30	$0
Interest earned on other investments	2017-06-30	$0
Income. Interest from US Government securities	2017-06-30	$0
Income. Interest from corporate debt instruments	2017-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$270,047
Net investment gain/loss from pooled separate accounts	2017-06-30	$619,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$181,827
Employer contributions (assets) at end of year	2017-06-30	$0
Employer contributions (assets) at beginning of year	2017-06-30	$0
Income. Dividends from preferred stock	2017-06-30	$0
Income. Dividends from common stock	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$359,107
Contract administrator fees	2017-06-30	$5,751
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	2017-06-30	Yes
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Aggregate proceeds on sale of assets	2017-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2017-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-06-30	410746749
2016 : MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-06-30	$0
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total transfer of assets to this plan	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$562,140
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$1,247,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,243,730
Value of total corrective distributions	2016-06-30	$2,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$589,691
Value of total assets at end of year	2016-06-30	$4,385,590
Value of total assets at beginning of year	2016-06-30	$5,071,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$2,077
Total income from rents	2016-06-30	$0
Total interest from all sources	2016-06-30	$339
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$0
Administrative expenses professional fees incurred	2016-06-30	$0
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Amount of non-exempt transactions with any party-in-interest	2016-06-30	$0
Contributions received from participants	2016-06-30	$424,994
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$14,176
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$0
Other income not declared elsewhere	2016-06-30	$47
Administrative expenses (other) incurred	2016-06-30	$0
Liabilities. Value of operating payables at beginning of year	2016-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-685,745
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$4,385,590
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$5,071,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-06-30	$0
Investment advisory and management fees	2016-06-30	$0
Value of interest in pooled separate accounts at end of year	2016-06-30	$4,115,543
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$4,721,497
Income. Interest from loans (other than to participants)	2016-06-30	$0
Interest earned on other investments	2016-06-30	$339
Income. Interest from US Government securities	2016-06-30	$0
Income. Interest from corporate debt instruments	2016-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$270,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$349,838
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$0
Net investment gain/loss from pooled separate accounts	2016-06-30	$-27,937
Net investment gain or loss from common/collective trusts	2016-06-30	$0
Net gain/loss from 103.12 investment entities	2016-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$150,521
Employer contributions (assets) at end of year	2016-06-30	$0
Employer contributions (assets) at beginning of year	2016-06-30	$0
Income. Dividends from preferred stock	2016-06-30	$0
Income. Dividends from common stock	2016-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,243,730
Contract administrator fees	2016-06-30	$2,077
Liabilities. Value of benefit claims payable at beginning of year	2016-06-30	$0
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Aggregate proceeds on sale of assets	2016-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2016-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-06-30	410746749
2015 : MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$0
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total transfer of assets to this plan	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$688,483
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$506,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$502,509
Value of total corrective distributions	2015-06-30	$1,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$501,875
Value of total assets at end of year	2015-06-30	$5,071,335
Value of total assets at beginning of year	2015-06-30	$4,889,232
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$2,423
Total income from rents	2015-06-30	$0
Total interest from all sources	2015-06-30	$343
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$0
Administrative expenses professional fees incurred	2015-06-30	$0
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Amount of non-exempt transactions with any party-in-interest	2015-06-30	$0
Contributions received from participants	2015-06-30	$352,250
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$56,842
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$0
Other income not declared elsewhere	2015-06-30	$0
Administrative expenses (other) incurred	2015-06-30	$0
Liabilities. Value of operating payables at beginning of year	2015-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$182,103
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$5,071,335
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$4,889,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-06-30	$0
Investment advisory and management fees	2015-06-30	$0
Value of interest in pooled separate accounts at end of year	2015-06-30	$4,721,497
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$4,508,322
Income. Interest from loans (other than to participants)	2015-06-30	$0
Interest earned on other investments	2015-06-30	$343
Income. Interest from US Government securities	2015-06-30	$0
Income. Interest from corporate debt instruments	2015-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$349,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$380,910
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$0
Net investment gain/loss from pooled separate accounts	2015-06-30	$186,265
Net investment gain or loss from common/collective trusts	2015-06-30	$0
Net gain/loss from 103.12 investment entities	2015-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$92,783
Employer contributions (assets) at end of year	2015-06-30	$0
Employer contributions (assets) at beginning of year	2015-06-30	$0
Income. Dividends from preferred stock	2015-06-30	$0
Income. Dividends from common stock	2015-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$502,509
Contract administrator fees	2015-06-30	$2,423
Liabilities. Value of benefit claims payable at beginning of year	2015-06-30	$0
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Aggregate proceeds on sale of assets	2015-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2015-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	WIPFLI LLP
Accountancy firm EIN	2015-06-30	390758449
2014 : MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$0
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total transfer of assets to this plan	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$1,319,051
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$1,503,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,494,780
Value of total corrective distributions	2014-06-30	$4,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$454,134
Value of total assets at end of year	2014-06-30	$4,889,232
Value of total assets at beginning of year	2014-06-30	$5,073,860
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$4,004
Total income from rents	2014-06-30	$0
Total interest from all sources	2014-06-30	$575
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$0
Administrative expenses professional fees incurred	2014-06-30	$0
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Amount of non-exempt transactions with any party-in-interest	2014-06-30	$0
Contributions received from participants	2014-06-30	$322,823
Participant contributions at end of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$50,972
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$0
Other income not declared elsewhere	2014-06-30	$0
Administrative expenses (other) incurred	2014-06-30	$0
Liabilities. Value of operating payables at beginning of year	2014-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$-184,628
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$4,889,232
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$5,073,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2014-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-06-30	$0
Investment advisory and management fees	2014-06-30	$0
Value of interest in pooled separate accounts at end of year	2014-06-30	$4,508,322
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$4,627,534
Income. Interest from loans (other than to participants)	2014-06-30	$0
Interest earned on other investments	2014-06-30	$575
Income. Interest from US Government securities	2014-06-30	$0
Income. Interest from corporate debt instruments	2014-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$380,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$446,326
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$0
Net investment gain/loss from pooled separate accounts	2014-06-30	$864,342
Net investment gain or loss from common/collective trusts	2014-06-30	$0
Net gain/loss from 103.12 investment entities	2014-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$80,339
Employer contributions (assets) at end of year	2014-06-30	$0
Employer contributions (assets) at beginning of year	2014-06-30	$0
Income. Dividends from preferred stock	2014-06-30	$0
Income. Dividends from common stock	2014-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$1,494,780
Contract administrator fees	2014-06-30	$4,004
Liabilities. Value of benefit claims payable at beginning of year	2014-06-30	$0
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Aggregate proceeds on sale of assets	2014-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2014-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	WIPFLI LLP
Accountancy firm EIN	2014-06-30	390758449
2013 : MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$0
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total transfer of assets to this plan	2013-06-30	$0
Total transfer of assets from this plan	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$1,025,011
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$1,439,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$1,436,308
Value of total corrective distributions	2013-06-30	$2,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$297,345
Value of total assets at end of year	2013-06-30	$5,073,860
Value of total assets at beginning of year	2013-06-30	$5,487,946
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$716
Total income from rents	2013-06-30	$0
Total interest from all sources	2013-06-30	$1,129
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$0
Administrative expenses professional fees incurred	2013-06-30	$0
Was this plan covered by a fidelity bond	2013-06-30	No
Value of fidelity bond cover	2013-06-30	$0
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Amount of non-exempt transactions with any party-in-interest	2013-06-30	$0
Contributions received from participants	2013-06-30	$297,345
Participant contributions at end of year	2013-06-30	$0
Participant contributions at beginning of year	2013-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$0
Other income not declared elsewhere	2013-06-30	$0
Administrative expenses (other) incurred	2013-06-30	$0
Liabilities. Value of operating payables at beginning of year	2013-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$-414,086
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$5,073,860
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$5,487,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-06-30	$0
Investment advisory and management fees	2013-06-30	$0
Value of interest in pooled separate accounts at end of year	2013-06-30	$4,627,534
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$4,964,063
Income. Interest from loans (other than to participants)	2013-06-30	$0
Interest earned on other investments	2013-06-30	$1,129
Income. Interest from US Government securities	2013-06-30	$0
Income. Interest from corporate debt instruments	2013-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$446,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$523,883
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$0
Net investment gain/loss from pooled separate accounts	2013-06-30	$726,537
Net investment gain or loss from common/collective trusts	2013-06-30	$0
Net gain/loss from 103.12 investment entities	2013-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$0
Employer contributions (assets) at end of year	2013-06-30	$0
Employer contributions (assets) at beginning of year	2013-06-30	$0
Income. Dividends from preferred stock	2013-06-30	$0
Income. Dividends from common stock	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$1,436,308
Contract administrator fees	2013-06-30	$716
Liabilities. Value of benefit claims payable at beginning of year	2013-06-30	$0
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Aggregate proceeds on sale of assets	2013-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2013-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	WIPFLI LLP
Accountancy firm EIN	2013-06-30	390758449
2012 : MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-06-30	$0
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total transfer of assets to this plan	2012-06-30	$0
Total transfer of assets from this plan	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$560,130
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$871,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$870,905
Value of total corrective distributions	2012-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$513,857
Value of total assets at end of year	2012-06-30	$5,487,946
Value of total assets at beginning of year	2012-06-30	$5,799,412
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$691
Total income from rents	2012-06-30	$0
Total interest from all sources	2012-06-30	$1,644
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$0
Administrative expenses professional fees incurred	2012-06-30	$0
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Amount of non-exempt transactions with any party-in-interest	2012-06-30	$0
Contributions received from participants	2012-06-30	$427,653
Participant contributions at end of year	2012-06-30	$0
Participant contributions at beginning of year	2012-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$2,896
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$0
Other income not declared elsewhere	2012-06-30	$35
Administrative expenses (other) incurred	2012-06-30	$0
Liabilities. Value of operating payables at beginning of year	2012-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-311,466
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$5,487,946
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$5,799,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2012-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-06-30	$0
Investment advisory and management fees	2012-06-30	$0
Value of interest in pooled separate accounts at end of year	2012-06-30	$4,964,063
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$5,214,536
Income. Interest from loans (other than to participants)	2012-06-30	$0
Interest earned on other investments	2012-06-30	$1,644
Income. Interest from US Government securities	2012-06-30	$0
Income. Interest from corporate debt instruments	2012-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$523,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$584,876
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$0
Net investment gain/loss from pooled separate accounts	2012-06-30	$44,594
Net investment gain or loss from common/collective trusts	2012-06-30	$0
Net gain/loss from 103.12 investment entities	2012-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$83,308
Employer contributions (assets) at end of year	2012-06-30	$0
Employer contributions (assets) at beginning of year	2012-06-30	$0
Income. Dividends from preferred stock	2012-06-30	$0
Income. Dividends from common stock	2012-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$870,905
Contract administrator fees	2012-06-30	$691
Liabilities. Value of benefit claims payable at beginning of year	2012-06-30	$0
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Aggregate proceeds on sale of assets	2012-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2012-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	WIPFLI LLP
Accountancy firm EIN	2012-06-30	390758449
2011 : MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-06-30	$0
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total transfer of assets to this plan	2011-06-30	$0
Total transfer of assets from this plan	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$1,658,770
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$373,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$373,244
Value of total corrective distributions	2011-06-30	$120
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$611,079
Value of total assets at end of year	2011-06-30	$5,799,412
Value of total assets at beginning of year	2011-06-30	$4,514,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$381
Total income from rents	2011-06-30	$0
Total interest from all sources	2011-06-30	$1,653
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$0
Administrative expenses professional fees incurred	2011-06-30	$0
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Amount of non-exempt transactions with any party-in-interest	2011-06-30	$0
Contributions received from participants	2011-06-30	$466,298
Participant contributions at end of year	2011-06-30	$0
Participant contributions at beginning of year	2011-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$8,117
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-06-30	$0
Other income not declared elsewhere	2011-06-30	$429
Administrative expenses (other) incurred	2011-06-30	$0
Liabilities. Value of operating payables at beginning of year	2011-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$1,285,025
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$5,799,412
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$4,514,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-06-30	$0
Investment advisory and management fees	2011-06-30	$0
Value of interest in pooled separate accounts at end of year	2011-06-30	$5,214,536
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$3,952,363
Income. Interest from loans (other than to participants)	2011-06-30	$0
Interest earned on other investments	2011-06-30	$1,653
Income. Interest from US Government securities	2011-06-30	$0
Income. Interest from corporate debt instruments	2011-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$584,876
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$562,024
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$0
Net investment gain/loss from pooled separate accounts	2011-06-30	$1,045,609
Net investment gain or loss from common/collective trusts	2011-06-30	$0
Net gain/loss from 103.12 investment entities	2011-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$136,664
Employer contributions (assets) at end of year	2011-06-30	$0
Employer contributions (assets) at beginning of year	2011-06-30	$0
Income. Dividends from preferred stock	2011-06-30	$0
Income. Dividends from common stock	2011-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$373,244
Contract administrator fees	2011-06-30	$381
Liabilities. Value of benefit claims payable at beginning of year	2011-06-30	$0
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Aggregate proceeds on sale of assets	2011-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2011-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	WIPFLI LLP
Accountancy firm EIN	2011-06-30	390758449
2010 : MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN

2022: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
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: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
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: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
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: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
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
2018: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2010: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129673

Policy instance

Insurance contract or identification number	129673
Number of Individuals Covered	306
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,633
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	4633
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129673

Policy instance

Insurance contract or identification number	129673
Number of Individuals Covered	255
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $13,462
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	13462
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129673

Policy instance

Insurance contract or identification number	129673
Number of Individuals Covered	290
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $11,330
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	11330
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129673

Policy instance

Insurance contract or identification number	129673
Number of Individuals Covered	279
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $6,246
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	6246
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129673

Policy instance

Insurance contract or identification number	129673
Number of Individuals Covered	278
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $3,465
Total amount of fees paid to insurance company	USD $13,155
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	13155
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $3,465

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

129673

Policy instance

Insurance contract or identification number	129673
Number of Individuals Covered	325
Insurance policy start date	2017-07-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $27,077
Total amount of fees paid to insurance company	USD $19,587
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $27,077
Insurance broker organization code?	7
Amount paid for insurance broker fees	19586
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	FEDERATED INVESTMENT MANAGEMENT COM

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

369691

Policy instance

Insurance contract or identification number	369691
Number of Individuals Covered	237
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $4,234
Total amount of fees paid to insurance company	USD $2,359
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,234
Amount paid for insurance broker fees	2359
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?	3
Insurance broker name	ROETHEL, RANDALL J.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

369691

Policy instance

Insurance contract or identification number	369691
Number of Individuals Covered	237
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $3,264
Total amount of fees paid to insurance company	USD $518
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,264
Amount paid for insurance broker fees	518
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	ROETHEL, RANDALL J.

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

369691

Policy instance

Insurance contract or identification number	369691
Number of Individuals Covered	233
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

369691

Policy instance

Insurance contract or identification number	369691
Number of Individuals Covered	244
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

369691

Policy instance

Insurance contract or identification number	369691
Number of Individuals Covered	241
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

369691

Policy instance

Insurance contract or identification number	369691
Number of Individuals Covered	283
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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:	MARQUARDT MEMORIAL MANOR, INC.
Employer identification number (EIN):	391126946
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities