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Plan Name | BETHANY HOME 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | BETHANY HOME |
Employer identification number (EIN): | 420698260 |
NAIC Classification: | 623000 |
NAIC Description: | Nursing and Residential Care Facilities |
Additional information about BETHANY HOME
Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
Incorporation Date: | 1924-06-24 |
Company Identification Number: | 054875 |
Legal Registered Office Address: |
2100 ASBURY RD STE 2 DUBUQUE United States of America (USA) 52001 |
More information about BETHANY HOME
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 | SUSAN WESTMARK | 2021-06-09 | ||
001 | 2019-01-01 | SUSAN WESTMARK | 2020-10-02 | ||
001 | 2018-01-01 | HEIDI HUNTER | 2019-06-17 | ||
001 | 2017-01-01 | HEIDI HUNTER | 2018-07-12 | ||
001 | 2016-01-01 | HEIDI HUNTER | 2017-10-12 | ||
001 | 2015-01-01 | SUSAN DEMOSS | 2016-06-08 | ||
001 | 2014-01-01 | SUSAN DEMOSS | 2015-07-29 | SUSAN DEMOSS | 2015-07-29 |
001 | 2013-01-01 | GLINDA MANTERNACH | 2014-05-20 | GLINDA MANTERNACH | 2014-05-20 |
001 | 2012-01-01 | GLINDA MANTERNACH | 2013-06-10 | GLINDA MANTERNACH | 2013-06-10 |
001 | 2011-01-01 | GLINDA MANTERNACH | 2012-07-13 | GLINDA MANTERNACH | 2012-07-13 |
001 | 2010-01-01 | GLINDA MANTERNACH | 2011-05-31 | GLINDA MANTERNACH | 2011-05-31 |
001 | 2009-01-01 | GLINDA MANTERNACH | GLINDA MANTERNACH | 2010-07-12 |
Measure | Date | Value |
---|---|---|
2022: BETHANY HOME 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 111 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 20 |
Total of all active and inactive participants | 2022-01-01 | 134 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 135 |
Number of participants with account balances | 2022-01-01 | 93 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: BETHANY HOME 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 86 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 28 |
Total of all active and inactive participants | 2021-01-01 | 116 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 117 |
Number of participants with account balances | 2021-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
2009: BETHANY HOME 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 85 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 78 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 81 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 81 |
Number of participants with account balances | 2009-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2022 : BETHANY HOME 401(K) 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 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-215,701 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $305,900 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $286,008 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $244,328 |
Value of total assets at end of year | 2022-12-31 | $2,203,166 |
Value of total assets at beginning of year | 2022-12-31 | $2,724,767 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $19,892 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $28,114 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $28,114 |
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 | $182,729 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $19,892 |
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 | $-521,601 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,203,166 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,724,767 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,011,591 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,142,842 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,191,575 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,581,925 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-269,066 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-219,077 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $61,599 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $286,008 |
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 | O'CONNOR + BROOKS |
Accountancy firm EIN | 2022-12-31 | 421302327 |
2021 : BETHANY HOME 401(K) 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $566,180 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $117,382 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $94,085 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $240,546 |
Value of total assets at end of year | 2021-12-31 | $2,724,767 |
Value of total assets at beginning of year | 2021-12-31 | $2,275,969 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $23,297 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $58,941 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $58,941 |
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 | $170,240 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $7,957 |
Administrative expenses (other) incurred | 2021-12-31 | $23,297 |
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 | $448,798 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,724,767 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,275,969 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,142,842 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $730,612 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,581,925 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,545,357 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $95,097 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $171,596 |
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 | No |
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 | $62,349 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
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 | $94,085 |
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 | O'CONNOR + BROOKS |
Accountancy firm EIN | 2021-12-31 | 421302327 |
2009 : BETHANY HOME 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: BETHANY HOME 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single 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 – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BETHANY HOME 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single 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 – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BETHANY HOME 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |