Logo

HERITAGE OF ELMWOOD NURSING HOME TAX DEFERRED SAVINGS PLAN 401k Plan overview

Plan NameHERITAGE OF ELMWOOD NURSING HOME TAX DEFERRED SAVINGS PLAN
Plan identification number 001

HERITAGE OF ELMWOOD NURSING HOME TAX DEFERRED SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

ELMWOOD NURSING HOME, INC. HERITAGE OF ELMWOOD NURSING HOME has sponsored the creation of one or more 401k plans.

Company Name:ELMWOOD NURSING HOME, INC. HERITAGE OF ELMWOOD NURSING HOME
Employer identification number (EIN):391190907
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE OF ELMWOOD NURSING HOME TAX DEFERRED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01HOLLY MALASZUK2024-11-13
0012023-01-01HOLLY MALASZUK2024-07-01
0012022-01-01HOLLY MALASZUK2023-10-04
0012021-01-01BRYAN BESSA2022-09-27
0012020-01-01AMY DUHR2021-10-11
0012019-01-01AMY DUHR2020-07-29
0012018-01-01MARTIN METTEN2019-07-29
0012017-01-01MARTIN METTEN2018-07-20
0012016-01-01MARTIN METTEN2017-07-31
0012015-01-01BRYAN BESSA
0012014-01-01ERIN BASKIN
0012013-01-01
0012012-01-01RODNEY GILLES
0012011-01-01RODNEY GILLES
0012009-01-01RODNEY GILLES

Financial Data on HERITAGE OF ELMWOOD NURSING HOME TAX DEFERRED SAVINGS PLAN

Measure Date Value
2024 : HERITAGE OF ELMWOOD NURSING HOME TAX DEFERRED SAVINGS PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-11-130
Total liabilities as of the beginning of the plan year2024-11-130
Total expenses incurred by plan in this plan year2024-11-13695460
Net assets as of the end of the plan year2024-11-130
Total assets as of the beginning of the plan year2024-11-13655136
Value of plan covered by a fidelity bond2024-11-13139518
Participant contributions to plan in this plan year2024-11-130
Other contributions to plan in this plan year2024-11-130
Other income to plan in this plan year2024-11-1340324
Plan net income in this plan year2024-11-13-655136
Net assets as of the end of the plan year2024-11-130
Net assets as of the beginning of the plan year2024-11-13655136
Employer contributions to plan in this plan year2024-11-130
Fees paid to broker by Benefit Provider2024-11-13306
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-13535
Total liabilities as of the end of the plan year2024-07-010
Total liabilities as of the beginning of the plan year2024-07-010
Total expenses incurred by plan in this plan year2024-07-01737374
Net assets as of the end of the plan year2024-07-01655136
Total assets as of the beginning of the plan year2024-07-011256535
Value of plan covered by a fidelity bond2024-07-01139518
Participant contributions to plan in this plan year2024-07-018078
Value of participant loans at end of plan year2024-07-010
Other expenses paid from plan in this plan year2024-07-010
Other contributions to plan in this plan year2024-07-010
Other income to plan in this plan year2024-07-01121704
Plan net income in this plan year2024-07-01-601399
Net assets as of the end of the plan year2024-07-01655136
Net assets as of the beginning of the plan year2024-07-011256535
Employer contributions to plan in this plan year2024-07-016193
Fees paid to broker by Benefit Provider2024-07-011302
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-01400
2022 : HERITAGE OF ELMWOOD NURSING HOME TAX DEFERRED SAVINGS PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-270
Total liabilities as of the end of the plan year2022-09-270
Total liabilities as of the beginning of the plan year2022-09-270
Total expenses incurred by plan in this plan year2022-09-2727120
Net assets as of the end of the plan year2022-09-271395177
Total assets as of the beginning of the plan year2022-09-271256629
Value of plan covered by a fidelity bond2022-09-27125663
Participant contributions to plan in this plan year2022-09-2721921
Value of participant loans at end of plan year2022-09-271100
Other expenses paid from plan in this plan year2022-09-270
Other contributions to plan in this plan year2022-09-270
Other income to plan in this plan year2022-09-27130817
Plan net income in this plan year2022-09-27138548
Net assets as of the end of the plan year2022-09-271395177
Net assets as of the beginning of the plan year2022-09-271256629
Employer contributions to plan in this plan year2022-09-2712930
Fees paid to broker by Benefit Provider2022-09-271899
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-27438
2015 : HERITAGE OF ELMWOOD NURSING HOME TAX DEFERRED SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-12-31$97,306
Expenses. Total of all expenses incurred2015-12-31$59,247
Benefits paid (including direct rollovers)2015-12-31$56,318
Total plan assets at end of year2015-12-31$1,146,559
Total plan assets at beginning of year2015-12-31$1,108,500
Expenses. Other expenses not covered elsewhere2015-12-31$2,699
Contributions received from other sources (not participants or employers)2015-12-31$77,144
Other income received2015-12-31$20,162
Net income (gross income less expenses)2015-12-31$38,059
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,146,559
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,108,500
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$230
2014 : HERITAGE OF ELMWOOD NURSING HOME TAX DEFERRED SAVINGS PLAN 2014 401k financial data
Total income from all sources2014-12-31$140,677
Expenses. Total of all expenses incurred2014-12-31$107,964
Benefits paid (including direct rollovers)2014-12-31$102,919
Total plan assets at end of year2014-12-31$1,108,500
Total plan assets at beginning of year2014-12-31$1,075,787
Expenses. Other expenses not covered elsewhere2014-12-31$4,680
Contributions received from other sources (not participants or employers)2014-12-31$86,352
Other income received2014-12-31$54,325
Net income (gross income less expenses)2014-12-31$32,713
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,108,500
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,075,787
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$365
2013 : HERITAGE OF ELMWOOD NURSING HOME TAX DEFERRED SAVINGS PLAN 2013 401k financial data
Total income from all sources2013-12-31$204,118
Expenses. Total of all expenses incurred2013-12-31$30,866
Benefits paid (including direct rollovers)2013-12-31$27,456
Total plan assets at end of year2013-12-31$1,075,787
Total plan assets at beginning of year2013-12-31$902,535
Expenses. Other expenses not covered elsewhere2013-12-31$3,160
Contributions received from other sources (not participants or employers)2013-12-31$89,311
Other income received2013-12-31$114,807
Net income (gross income less expenses)2013-12-31$173,252
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,075,787
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$902,535
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$250
2012 : HERITAGE OF ELMWOOD NURSING HOME TAX DEFERRED SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$154,154
Expenses. Total of all expenses incurred2012-12-31$63,443
Benefits paid (including direct rollovers)2012-12-31$63,228
Total plan assets at end of year2012-12-31$902,535
Total plan assets at beginning of year2012-12-31$811,824
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$82,235
Other income received2012-12-31$71,919
Net income (gross income less expenses)2012-12-31$90,711
Net plan assets at end of year (total assets less liabilities)2012-12-31$902,535
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$811,824
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$215
2011 : HERITAGE OF ELMWOOD NURSING HOME TAX DEFERRED SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$83,691
Expenses. Total of all expenses incurred2011-12-31$231,445
Benefits paid (including direct rollovers)2011-12-31$228,673
Total plan assets at end of year2011-12-31$811,824
Total plan assets at beginning of year2011-12-31$959,578
Contributions received from other sources (not participants or employers)2011-12-31$64,245
Other income received2011-12-31$19,446
Net income (gross income less expenses)2011-12-31$-147,754
Net plan assets at end of year (total assets less liabilities)2011-12-31$811,824
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$959,578
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,772
2010 : HERITAGE OF ELMWOOD NURSING HOME TAX DEFERRED SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$157,402
Expenses. Total of all expenses incurred2010-12-31$29,524
Benefits paid (including direct rollovers)2010-12-31$21,309
Total plan assets at end of year2010-12-31$959,578
Total plan assets at beginning of year2010-12-31$831,700
Contributions received from other sources (not participants or employers)2010-12-31$69,867
Other income received2010-12-31$87,535
Net income (gross income less expenses)2010-12-31$127,878
Net plan assets at end of year (total assets less liabilities)2010-12-31$959,578
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$831,700
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$8,215

Form 5500 Responses for HERITAGE OF ELMWOOD NURSING HOME TAX DEFERRED SAVINGS PLAN

2015: HERITAGE OF ELMWOOD NURSING HOME TAX DEFERRED SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: HERITAGE OF ELMWOOD NURSING HOME TAX DEFERRED SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: HERITAGE OF ELMWOOD NURSING HOME TAX DEFERRED SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: HERITAGE OF ELMWOOD NURSING HOME TAX DEFERRED SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: HERITAGE OF ELMWOOD NURSING HOME TAX DEFERRED SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: HERITAGE OF ELMWOOD NURSING HOME TAX DEFERRED SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC4629
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC4629
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC4629
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC4629
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC4629
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC4629
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1