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| Plan Name | BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | BARTELS LUTHERAN HOME |
| Employer identification number (EIN): | 420752685 |
| NAIC Classification: | 623000 |
| NAIC Description: | Nursing and Residential Care Facilities |
Additional information about BARTELS LUTHERAN HOME
| Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
| Incorporation Date: | 1950-10-31 |
| Company Identification Number: | 054771 |
| Legal Registered Office Address: |
1922 5TH AVENUE NW WAVERLY United States of America (USA) 50677 |
More information about BARTELS LUTHERAN HOME
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ||||
| 002 | 2023-01-01 | PEGGY ZUMBACH | |||
| 002 | 2022-01-01 | ||||
| 002 | 2022-01-01 | HEIDI HUNTER | |||
| 002 | 2021-01-01 | ||||
| 002 | 2021-01-01 | HEIDI HUNTER | |||
| 002 | 2020-01-01 | ||||
| 002 | 2019-01-01 | ||||
| 002 | 2019-01-01 | ||||
| 002 | 2018-01-01 | ||||
| 002 | 2017-01-01 | HEIDI HUNTER | |||
| 002 | 2016-01-01 | HEIDI HUNTER | |||
| 002 | 2015-01-01 | DEBRA SCHROEDER | DEBRA SCHROEDER | 2016-10-12 | |
| 002 | 2014-01-01 | DEBRA SCHROEDER | |||
| 002 | 2013-01-01 | DEBRA SCHROEDER | DEBRA SCHROEDER | 2014-10-16 | |
| 002 | 2012-01-01 | DEBRA SCHROEDER | DEBRA SCHROEDER | 2013-10-15 | |
| 002 | 2011-01-01 | DEBRA SCHROEDER | DEBRA SCHROEDER | 2012-10-04 | |
| 002 | 2009-01-01 | DEBRA SCHROEDER | DEBRA SCHROEDER | 2010-10-14 |
| Measure | Date | Value |
|---|---|---|
| 2023: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2023 401k membership | ||
| Total participants, beginning-of-year | 2023-01-01 | 203 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 172 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 32 |
| Total of all active and inactive participants | 2023-01-01 | 208 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 208 |
| Number of participants with account balances | 2023-01-01 | 127 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-01-01 | 193 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 145 |
| 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 | 33 |
| Total of all active and inactive participants | 2022-01-01 | 181 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 181 |
| Number of participants with account balances | 2022-01-01 | 111 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-01-01 | 206 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 154 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 47 |
| Total of all active and inactive participants | 2021-01-01 | 202 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 202 |
| Number of participants with account balances | 2021-01-01 | 133 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-01-01 | 194 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 159 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 38 |
| Total of all active and inactive participants | 2020-01-01 | 198 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 198 |
| Number of participants with account balances | 2020-01-01 | 137 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-01-01 | 199 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 152 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 37 |
| Total of all active and inactive participants | 2019-01-01 | 191 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 191 |
| Number of participants with account balances | 2019-01-01 | 131 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-01-01 | 185 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 169 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 22 |
| Total of all active and inactive participants | 2018-01-01 | 195 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 195 |
| Number of participants with account balances | 2018-01-01 | 110 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-01-01 | 189 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 158 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 16 |
| Total of all active and inactive participants | 2017-01-01 | 177 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 177 |
| Number of participants with account balances | 2017-01-01 | 97 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-01-01 | 172 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 168 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 17 |
| Total of all active and inactive participants | 2016-01-01 | 187 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 187 |
| Number of participants with account balances | 2016-01-01 | 98 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 181 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 145 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 25 |
| Total of all active and inactive participants | 2015-01-01 | 170 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 170 |
| Number of participants with account balances | 2015-01-01 | 97 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-01-01 | 196 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 158 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 22 |
| Total of all active and inactive participants | 2014-01-01 | 180 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 180 |
| Number of participants with account balances | 2014-01-01 | 92 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-01-01 | 184 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 159 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 32 |
| Total of all active and inactive participants | 2013-01-01 | 191 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 191 |
| Number of participants with account balances | 2013-01-01 | 105 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-01-01 | 173 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 162 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 19 |
| Total of all active and inactive participants | 2012-01-01 | 181 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 181 |
| Number of participants with account balances | 2012-01-01 | 100 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 171 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 154 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 16 |
| Total of all active and inactive participants | 2011-01-01 | 170 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 170 |
| Number of participants with account balances | 2011-01-01 | 92 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 195 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 164 |
| 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 | 11 |
| Total of all active and inactive participants | 2009-01-01 | 175 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 175 |
| Number of participants with account balances | 2009-01-01 | 88 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2023 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2023 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,045,401 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $824,182 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $802,560 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $477,938 |
| Value of total assets at end of year | 2023-12-31 | $4,577,641 |
| Value of total assets at beginning of year | 2023-12-31 | $4,356,422 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $21,622 |
| Total interest from all sources | 2023-12-31 | $148 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $36,220 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $36,220 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $231,826 |
| Participant contributions at end of year | 2023-12-31 | $2,463 |
| Participant contributions at beginning of year | 2023-12-31 | $4,399 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $117,303 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $221,219 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $4,577,641 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,356,422 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $1,268,476 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $1,268,537 |
| Interest on participant loans | 2023-12-31 | $148 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $3,306,702 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $3,083,486 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $165,141 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $365,954 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $128,809 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $802,560 |
| Contract administrator fees | 2023-12-31 | $21,622 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | RYUN, GIVENS & COMPANY, P.C. |
| Accountancy firm EIN | 2023-12-31 | 871438555 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,045,401 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $824,182 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $802,560 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $477,938 |
| Value of total assets at end of year | 2023-01-01 | $4,577,641 |
| Value of total assets at beginning of year | 2023-01-01 | $4,356,422 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $21,622 |
| Total interest from all sources | 2023-01-01 | $148 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $36,220 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $36,220 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $231,826 |
| Participant contributions at end of year | 2023-01-01 | $2,463 |
| Participant contributions at beginning of year | 2023-01-01 | $4,399 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $117,303 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $221,219 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $4,577,641 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $4,356,422 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $1,268,476 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $1,268,537 |
| Interest on participant loans | 2023-01-01 | $148 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $3,306,702 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $3,083,486 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $165,141 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $365,954 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $128,809 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $802,560 |
| Contract administrator fees | 2023-01-01 | $21,622 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | RYUN, GIVENS & COMPANY, P.C. |
| Accountancy firm EIN | 2023-01-01 | 871438555 |
| 2022 : BARTELS LUTHERAN RETIREMENT COMMUNITY 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 | $-379,872 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $234,074 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $215,383 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $338,211 |
| Value of total assets at end of year | 2022-12-31 | $4,356,422 |
| Value of total assets at beginning of year | 2022-12-31 | $4,970,368 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $18,691 |
| Total interest from all sources | 2022-12-31 | $228 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $37,123 |
| 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 | $37,123 |
| 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 | $221,485 |
| Participant contributions at end of year | 2022-12-31 | $4,399 |
| Participant contributions at beginning of year | 2022-12-31 | $6,255 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,924 |
| Administrative expenses (other) incurred | 2022-12-31 | $18,691 |
| 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 | $-613,946 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,356,422 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,970,368 |
| 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 | $1,268,537 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,441,401 |
| Interest on participant loans | 2022-12-31 | $228 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,083,486 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $3,522,712 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-271,810 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-483,624 |
| 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 | $114,802 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $215,383 |
| 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 | RYUN, GIVENS & COMPANY, P.C. |
| Accountancy firm EIN | 2022-12-31 | 871438555 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-379,872 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $234,074 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $215,383 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $338,211 |
| Value of total assets at end of year | 2022-01-01 | $4,356,422 |
| Value of total assets at beginning of year | 2022-01-01 | $4,970,368 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $18,691 |
| Total interest from all sources | 2022-01-01 | $228 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $37,123 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $37,123 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $221,485 |
| Participant contributions at end of year | 2022-01-01 | $4,399 |
| Participant contributions at beginning of year | 2022-01-01 | $6,255 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $1,924 |
| Administrative expenses (other) incurred | 2022-01-01 | $18,691 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-613,946 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $4,356,422 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $4,970,368 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $1,268,537 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $1,441,401 |
| Interest on participant loans | 2022-01-01 | $228 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $3,083,486 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $3,522,712 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-271,810 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-483,624 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $114,802 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $215,383 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | RYUN, GIVENS & COMPANY, P.C. |
| Accountancy firm EIN | 2022-01-01 | 871438555 |
| 2021 : BARTELS LUTHERAN RETIREMENT COMMUNITY 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 | $2,915 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,266,924 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $382,108 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $359,138 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $705,315 |
| Value of total assets at end of year | 2021-12-31 | $4,970,368 |
| Value of total assets at beginning of year | 2021-12-31 | $4,088,467 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $22,970 |
| Total interest from all sources | 2021-12-31 | $240 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $52,817 |
| 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 | $52,817 |
| 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 | $248,534 |
| Participant contributions at end of year | 2021-12-31 | $6,255 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $325,333 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $2,915 |
| Administrative expenses (other) incurred | 2021-12-31 | $22,970 |
| 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 | $884,816 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $4,970,368 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,085,552 |
| 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 | $1,441,401 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $914,433 |
| Interest on participant loans | 2021-12-31 | $240 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,522,712 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $3,173,922 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $110,208 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $398,344 |
| 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 | $131,448 |
| Employer contributions (assets) at end of year | 2021-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $112 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $359,138 |
| 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 | RYUN, GIVENS & COMPANY, P.C. |
| Accountancy firm EIN | 2021-12-31 | 871438555 |
| 2020 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) 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 | $2,915 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $2,701 |
| Total income from all sources (including contributions) | 2020-12-31 | $804,834 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $333,808 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $300,036 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $389,870 |
| Value of total assets at end of year | 2020-12-31 | $4,088,467 |
| Value of total assets at beginning of year | 2020-12-31 | $3,617,227 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $33,772 |
| Total interest from all sources | 2020-12-31 | $57 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $27,637 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $27,637 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $400,000 |
| 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 | $260,129 |
| Participant contributions at end of year | 2020-12-31 | $0 |
| Participant contributions at beginning of year | 2020-12-31 | $2,180 |
| Participant contributions at end of year | 2020-12-31 | $0 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $806 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $2,915 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $2,701 |
| Administrative expenses (other) incurred | 2020-12-31 | $33,772 |
| 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 | $471,026 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,085,552 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,614,526 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $914,433 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $779,704 |
| Interest on participant loans | 2020-12-31 | $57 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $3,173,922 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,835,343 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $80,327 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $306,943 |
| 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 | $128,935 |
| Employer contributions (assets) at end of year | 2020-12-31 | $112 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $300,036 |
| 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 | RYUN, GIVENS & COMPANY, P.C. |
| Accountancy firm EIN | 2020-12-31 | 871438555 |
| 2019 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) 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 | $2,701 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $909,612 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $245,079 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $212,435 |
| Value of total corrective distributions | 2019-12-31 | $5 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $351,423 |
| Value of total assets at end of year | 2019-12-31 | $3,617,227 |
| Value of total assets at beginning of year | 2019-12-31 | $2,949,993 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $32,639 |
| Total interest from all sources | 2019-12-31 | $336 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $26,403 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $26,403 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $350,000 |
| 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 | $210,353 |
| Participant contributions at end of year | 2019-12-31 | $2,180 |
| Participant contributions at beginning of year | 2019-12-31 | $11,772 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $29,195 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $2,701 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
| Administrative expenses (other) incurred | 2019-12-31 | $32,639 |
| 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 | $664,533 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,614,526 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,949,993 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $779,704 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $767,612 |
| Interest on participant loans | 2019-12-31 | $336 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,835,343 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $2,170,609 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $127,333 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $404,117 |
| 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 | $111,875 |
| Employer contributions (assets) at end of year | 2019-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $212,435 |
| 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 | RYUN, GIVENS AND COMPANY PLC |
| Accountancy firm EIN | 2019-12-31 | 420732909 |
| 2018 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) 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 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $138,873 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $322,521 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $292,374 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $332,105 |
| Value of total assets at end of year | 2018-12-31 | $2,949,993 |
| Value of total assets at beginning of year | 2018-12-31 | $3,133,641 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $30,147 |
| Total interest from all sources | 2018-12-31 | $793 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $37,450 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $37,450 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $350,000 |
| 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 | $190,399 |
| Participant contributions at end of year | 2018-12-31 | $11,772 |
| Participant contributions at beginning of year | 2018-12-31 | $36,161 |
| Participant contributions at end of year | 2018-12-31 | $0 |
| Participant contributions at beginning of year | 2018-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $40,617 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
| Administrative expenses (other) incurred | 2018-12-31 | $30,147 |
| 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 | $-183,648 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,949,993 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,133,641 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $767,612 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $599,882 |
| Interest on participant loans | 2018-12-31 | $793 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $2,170,609 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,497,598 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-80,412 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-151,063 |
| 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 | $101,089 |
| Employer contributions (assets) at end of year | 2018-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $292,374 |
| 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 | RYUN, GIVENS AND COMPANY PLC |
| Accountancy firm EIN | 2018-12-31 | 420732909 |
| 2017 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2017 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $675,848 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $170,706 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $142,240 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $342,716 |
| Value of total assets at end of year | 2017-12-31 | $3,133,641 |
| Value of total assets at beginning of year | 2017-12-31 | $2,628,499 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $28,466 |
| Total interest from all sources | 2017-12-31 | $985 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $25,484 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $25,484 |
| Administrative expenses professional fees incurred | 2017-12-31 | $28,466 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $300,000 |
| 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 | $179,286 |
| Participant contributions at end of year | 2017-12-31 | $36,161 |
| Participant contributions at beginning of year | 2017-12-31 | $17,726 |
| 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 | $64,089 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) 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 | $505,142 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,133,641 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,628,499 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $599,882 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $561,767 |
| Interest on participant loans | 2017-12-31 | $985 |
| Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,497,598 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $2,049,006 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $46,985 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $259,678 |
| 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 | $99,341 |
| 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 | $142,240 |
| 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 | RYUN, GIVENS AND COMPANY PLC |
| Accountancy firm EIN | 2017-12-31 | 420732909 |
| 2016 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2016 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $370,625 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $336,517 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $309,631 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $253,557 |
| Value of total assets at end of year | 2016-12-31 | $2,628,499 |
| Value of total assets at beginning of year | 2016-12-31 | $2,594,391 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $26,886 |
| Total interest from all sources | 2016-12-31 | $933 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $15,136 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $15,136 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $300,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $164,588 |
| Participant contributions at end of year | 2016-12-31 | $17,726 |
| Participant contributions at beginning of year | 2016-12-31 | $27,986 |
| Participant contributions at end of year | 2016-12-31 | $0 |
| Participant contributions at beginning of year | 2016-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $247 |
| Administrative expenses (other) incurred | 2016-12-31 | $26,886 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $34,108 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,628,499 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,594,391 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $561,767 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,658,547 |
| Interest on participant loans | 2016-12-31 | $933 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $2,049,006 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $906,357 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $26,783 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $74,216 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $88,722 |
| Employer contributions (assets) at end of year | 2016-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $1,501 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $309,631 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | RYUN, GIVENS AND COMPANY PLC |
| Accountancy firm EIN | 2016-12-31 | 420732909 |
| 2015 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2015 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $211,300 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $221,220 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $186,807 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $250,742 |
| Value of total assets at end of year | 2015-12-31 | $2,594,391 |
| Value of total assets at beginning of year | 2015-12-31 | $2,604,311 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $34,413 |
| Total interest from all sources | 2015-12-31 | $1,208 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $94,431 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $94,431 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $300,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $148,440 |
| Participant contributions at end of year | 2015-12-31 | $27,986 |
| Participant contributions at beginning of year | 2015-12-31 | $33,354 |
| Participant contributions at end of year | 2015-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $21,110 |
| Administrative expenses (other) incurred | 2015-12-31 | $34,413 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-9,920 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,594,391 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,604,311 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,658,547 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,694,825 |
| Interest on participant loans | 2015-12-31 | $1,208 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $906,357 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $876,132 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-136,503 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $1,422 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $81,192 |
| Employer contributions (assets) at end of year | 2015-12-31 | $1,501 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $186,807 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | RYUN, GIVENS AND COMPANY PLC |
| Accountancy firm EIN | 2015-12-31 | 420732909 |
| 2014 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2014 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $350,058 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $321,673 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $287,393 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $227,065 |
| Value of total assets at end of year | 2014-12-31 | $2,604,311 |
| Value of total assets at beginning of year | 2014-12-31 | $2,575,926 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $34,280 |
| Total interest from all sources | 2014-12-31 | $666 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $93,130 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $93,130 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $300,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $142,651 |
| Participant contributions at end of year | 2014-12-31 | $33,354 |
| Participant contributions at beginning of year | 2014-12-31 | $8,197 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,316 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
| Administrative expenses (other) incurred | 2014-12-31 | $34,280 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $28,385 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,604,311 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,575,926 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,694,825 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,684,471 |
| Interest on participant loans | 2014-12-31 | $666 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $876,132 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $883,258 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-32,615 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $61,812 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $83,098 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $287,393 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | RYUN, GIVENS AND COMPANY PLC |
| Accountancy firm EIN | 2014-12-31 | 420732909 |
| 2013 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2013 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $143 |
| Total income from all sources (including contributions) | 2013-12-31 | $574,579 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $142,581 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $110,530 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $229,992 |
| Value of total assets at end of year | 2013-12-31 | $2,575,926 |
| Value of total assets at beginning of year | 2013-12-31 | $2,144,071 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $32,051 |
| Total interest from all sources | 2013-12-31 | $423 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $139,209 |
| Participant contributions at end of year | 2013-12-31 | $8,197 |
| Participant contributions at beginning of year | 2013-12-31 | $8,039 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $7,928 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $143 |
| Administrative expenses (other) incurred | 2013-12-31 | $32,051 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $431,998 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,575,926 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,143,928 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,684,471 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,386,825 |
| Interest on participant loans | 2013-12-31 | $423 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $883,258 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $749,207 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $244,421 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $99,743 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $82,855 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $110,530 |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | RYUN, GIVENS AND COMPANY P.L.C |
| Accountancy firm EIN | 2013-12-31 | 420732909 |
| 2012 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2012 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $143 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $728 |
| Total income from all sources (including contributions) | 2012-12-31 | $435,010 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $63,136 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $34,103 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $211,284 |
| Value of total assets at end of year | 2012-12-31 | $2,144,071 |
| Value of total assets at beginning of year | 2012-12-31 | $1,772,782 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $29,033 |
| Total interest from all sources | 2012-12-31 | $485 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $131,671 |
| Participant contributions at end of year | 2012-12-31 | $8,039 |
| Participant contributions at beginning of year | 2012-12-31 | $14,647 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $54 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $143 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $728 |
| Administrative expenses (other) incurred | 2012-12-31 | $29,033 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $371,874 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,143,928 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,772,054 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,386,825 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,139,894 |
| Interest on participant loans | 2012-12-31 | $485 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $749,207 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $618,241 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $175,692 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $47,549 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $79,559 |
| Employer contributions (assets) at end of year | 2012-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $34,103 |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | RYUN, GIVENS AND COMPANY P.L.C |
| Accountancy firm EIN | 2012-12-31 | 420732909 |
| 2011 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2011 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $728 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $140 |
| Total income from all sources (including contributions) | 2011-12-31 | $187,121 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $143,902 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $116,725 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $209,787 |
| Value of total assets at end of year | 2011-12-31 | $1,772,782 |
| Value of total assets at beginning of year | 2011-12-31 | $1,728,975 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $27,177 |
| Total interest from all sources | 2011-12-31 | $762 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $128,514 |
| Participant contributions at end of year | 2011-12-31 | $14,647 |
| Participant contributions at beginning of year | 2011-12-31 | $20,924 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $728 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $140 |
| Other income not declared elsewhere | 2011-12-31 | $0 |
| Administrative expenses (other) incurred | 2011-12-31 | $27,177 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $43,219 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,772,054 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,728,835 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,139,894 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $984,168 |
| Interest on participant loans | 2011-12-31 | $762 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $618,241 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $723,883 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-33,382 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $9,954 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $81,273 |
| Employer contributions (assets) at end of year | 2011-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $116,725 |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | RYUN, GIVENS, AND COMPANY P.L.C. |
| Accountancy firm EIN | 2011-12-31 | 420732909 |
| 2010 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2010 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $140 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $400,018 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $112,932 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $87,605 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $213,793 |
| Value of total assets at end of year | 2010-12-31 | $1,728,975 |
| Value of total assets at beginning of year | 2010-12-31 | $1,441,749 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $25,327 |
| Total interest from all sources | 2010-12-31 | $822 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $125,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $131,894 |
| Participant contributions at end of year | 2010-12-31 | $20,924 |
| Participant contributions at beginning of year | 2010-12-31 | $15,773 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $140 |
| Administrative expenses (other) incurred | 2010-12-31 | $25,327 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $287,086 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,728,835 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,441,749 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $984,168 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $806,350 |
| Interest on participant loans | 2010-12-31 | $822 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $723,883 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $618,273 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $129,436 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $55,967 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $81,899 |
| Employer contributions (assets) at end of year | 2010-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $1,353 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $87,605 |
| 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 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | RYUN, GIVENS, AND COMPANY, P.L.C. |
| Accountancy firm EIN | 2010-12-31 | 420732909 |
| 2009 : BARTELS LUTHERAN RETIREMENT COMMUNITY 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 |
| 2023: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: BARTELS LUTHERAN RETIREMENT COMMUNITY 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: BARTELS LUTHERAN RETIREMENT COMMUNITY 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 |
| 2020: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single 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 – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | Yes |
| 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 – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) 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 – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BARTELS LUTHERAN RETIREMENT COMMUNITY 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 |