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PATHWAY LIVING CENTER, INC. 401(K) PLAN 401k Plan overview

Plan NamePATHWAY LIVING CENTER, INC. 401(K) PLAN
Plan identification number 001

PATHWAY LIVING CENTER, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PATHWAY LIVING CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:PATHWAY LIVING CENTER, INC.
Employer identification number (EIN):421203850
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about PATHWAY LIVING CENTER, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1983-09-19
Company Identification Number: 089439
Legal Registered Office Address: 562 2ND AVE S
PO BOX 1896
CLINTON
United States of America (USA)
52733

More information about PATHWAY LIVING CENTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATHWAY LIVING CENTER, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01MELISSA PETERSON MELISSA PETERSON2019-01-22
0012016-07-01MELISSA PETERSON MELISSA PETERSON2018-04-17
0012015-07-01MELISSA PETERSON MELISSA PETERSON2016-09-19
0012014-07-01MELISSA PETERSON MELISSA PETERSON2015-11-09
0012013-07-01MELISSA PETERSON MELISSA PETERSON2015-01-30
0012012-07-01MELISSA PETERSON MELISSA PETERSON2014-04-07
0012011-07-01MELISSA PETERSON MELISSA PETERSON2013-01-07
0012009-07-01MELISSA PETERSON MELISSA PETERSON2010-08-23
0012009-07-01MELISSA PETERSON MELISSA PETERSON2010-08-17
0012009-07-01MELISSA PETERSON MELISSA PETERSON2010-08-24
0012009-07-01MELISSA PETERSON MELISSA PETERSON2010-08-24

Plan Statistics for PATHWAY LIVING CENTER, INC. 401(K) PLAN

401k plan membership statisitcs for PATHWAY LIVING CENTER, INC. 401(K) PLAN

Measure Date Value
2021: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0130
Total number of active participants reported on line 7a of the Form 55002021-07-0124
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-013
Total of all active and inactive participants2021-07-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-0127
Number of participants with account balances2021-07-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0129
Total number of active participants reported on line 7a of the Form 55002020-07-0121
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-014
Total of all active and inactive participants2020-07-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-0125
Number of participants with account balances2020-07-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0142
Total number of active participants reported on line 7a of the Form 55002019-07-0122
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-017
Total of all active and inactive participants2019-07-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-0129
Number of participants with account balances2019-07-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0143
Total number of active participants reported on line 7a of the Form 55002018-07-0121
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-017
Total of all active and inactive participants2018-07-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-0128
Number of participants with account balances2018-07-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0141
Total number of active participants reported on line 7a of the Form 55002017-07-0131
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-015
Total of all active and inactive participants2017-07-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-0137
Number of participants with account balances2017-07-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0144
Total number of active participants reported on line 7a of the Form 55002016-07-0135
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-016
Total of all active and inactive participants2016-07-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0141
Number of participants with account balances2016-07-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0132
Total number of active participants reported on line 7a of the Form 55002015-07-0128
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-016
Total of all active and inactive participants2015-07-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0134
Number of participants with account balances2015-07-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0136
Total number of active participants reported on line 7a of the Form 55002014-07-0128
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-014
Total of all active and inactive participants2014-07-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0132
Number of participants with account balances2014-07-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-012
2013: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0138
Total number of active participants reported on line 7a of the Form 55002013-07-0125
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-014
Total of all active and inactive participants2013-07-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0129
Number of participants with account balances2013-07-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-013
2012: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0140
Total number of active participants reported on line 7a of the Form 55002012-07-0132
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-016
Total of all active and inactive participants2012-07-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0138
Number of participants with account balances2012-07-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0135
Total number of active participants reported on line 7a of the Form 55002011-07-0136
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-014
Total of all active and inactive participants2011-07-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0140
Number of participants with account balances2011-07-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2009: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0133
Total number of active participants reported on line 7a of the Form 55002009-07-0129
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-013
Total of all active and inactive participants2009-07-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0132
Number of participants with account balances2009-07-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-013

Financial Data on PATHWAY LIVING CENTER, INC. 401(K) PLAN

Measure Date Value
2022 : PATHWAY LIVING CENTER, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources2022-06-30$-17,469
Expenses. Total of all expenses incurred2022-06-30$29,349
Benefits paid (including direct rollovers)2022-06-30$22,702
Total plan assets at end of year2022-06-30$445,805
Total plan assets at beginning of year2022-06-30$492,623
Value of fidelity bond covering the plan2022-06-30$44,700
Total contributions received or receivable from participants2022-06-30$49,131
Other income received2022-06-30$-66,600
Net income (gross income less expenses)2022-06-30$-46,818
Net plan assets at end of year (total assets less liabilities)2022-06-30$445,805
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$492,623
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$6,647
2021 : PATHWAY LIVING CENTER, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources2021-06-30$138,675
Expenses. Total of all expenses incurred2021-06-30$15,520
Benefits paid (including direct rollovers)2021-06-30$8,311
Total plan assets at end of year2021-06-30$492,623
Total plan assets at beginning of year2021-06-30$369,468
Value of fidelity bond covering the plan2021-06-30$49,200
Total contributions received or receivable from participants2021-06-30$21,428
Other income received2021-06-30$117,247
Net income (gross income less expenses)2021-06-30$123,155
Net plan assets at end of year (total assets less liabilities)2021-06-30$492,623
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$369,468
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$7,209
2020 : PATHWAY LIVING CENTER, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources2020-06-30$25,984
Expenses. Total of all expenses incurred2020-06-30$7,047
Total plan assets at end of year2020-06-30$369,468
Total plan assets at beginning of year2020-06-30$350,531
Value of fidelity bond covering the plan2020-06-30$36,900
Total contributions received or receivable from participants2020-06-30$23,110
Other income received2020-06-30$2,874
Net income (gross income less expenses)2020-06-30$18,937
Net plan assets at end of year (total assets less liabilities)2020-06-30$369,468
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$350,531
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-06-30$840
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$7,047
2019 : PATHWAY LIVING CENTER, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources2019-06-30$38,858
Expenses. Total of all expenses incurred2019-06-30$86,400
Benefits paid (including direct rollovers)2019-06-30$78,889
Total plan assets at end of year2019-06-30$350,531
Total plan assets at beginning of year2019-06-30$398,073
Value of fidelity bond covering the plan2019-06-30$35,000
Total contributions received or receivable from participants2019-06-30$21,619
Other income received2019-06-30$17,239
Net income (gross income less expenses)2019-06-30$-47,542
Net plan assets at end of year (total assets less liabilities)2019-06-30$350,531
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$398,073
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$7,511
2018 : PATHWAY LIVING CENTER, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources2018-06-30$53,902
Expenses. Total of all expenses incurred2018-06-30$76,677
Benefits paid (including direct rollovers)2018-06-30$69,589
Total plan assets at end of year2018-06-30$398,073
Total plan assets at beginning of year2018-06-30$420,848
Value of fidelity bond covering the plan2018-06-30$39,900
Total contributions received or receivable from participants2018-06-30$22,938
Other income received2018-06-30$30,964
Net income (gross income less expenses)2018-06-30$-22,775
Net plan assets at end of year (total assets less liabilities)2018-06-30$398,073
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$420,848
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$7,088
2017 : PATHWAY LIVING CENTER, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources2017-06-30$63,151
Expenses. Total of all expenses incurred2017-06-30$98,375
Benefits paid (including direct rollovers)2017-06-30$93,011
Total plan assets at end of year2017-06-30$420,848
Total plan assets at beginning of year2017-06-30$456,072
Value of fidelity bond covering the plan2017-06-30$42,100
Total contributions received or receivable from participants2017-06-30$22,053
Other income received2017-06-30$41,098
Net income (gross income less expenses)2017-06-30$-35,224
Net plan assets at end of year (total assets less liabilities)2017-06-30$420,848
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$456,072
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$5,364
2016 : PATHWAY LIVING CENTER, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources2016-06-30$21,499
Expenses. Total of all expenses incurred2016-06-30$26,306
Benefits paid (including direct rollovers)2016-06-30$19,942
Total plan assets at end of year2016-06-30$456,072
Total plan assets at beginning of year2016-06-30$460,879
Value of fidelity bond covering the plan2016-06-30$45,600
Total contributions received or receivable from participants2016-06-30$24,935
Other income received2016-06-30$-3,436
Net income (gross income less expenses)2016-06-30$-4,807
Net plan assets at end of year (total assets less liabilities)2016-06-30$456,072
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$460,879
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$6,364
2015 : PATHWAY LIVING CENTER, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-06-30$28,783
Expenses. Total of all expenses incurred2015-06-30$170,455
Benefits paid (including direct rollovers)2015-06-30$163,938
Total plan assets at end of year2015-06-30$460,879
Total plan assets at beginning of year2015-06-30$602,551
Value of fidelity bond covering the plan2015-06-30$46,000
Total contributions received or receivable from participants2015-06-30$25,180
Other income received2015-06-30$3,603
Net income (gross income less expenses)2015-06-30$-141,672
Net plan assets at end of year (total assets less liabilities)2015-06-30$460,879
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$602,551
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$6,517
2014 : PATHWAY LIVING CENTER, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-06-30$102,774
Expenses. Total of all expenses incurred2014-06-30$106,040
Benefits paid (including direct rollovers)2014-06-30$98,707
Total plan assets at end of year2014-06-30$602,551
Total plan assets at beginning of year2014-06-30$605,817
Value of fidelity bond covering the plan2014-06-30$60,600
Total contributions received or receivable from participants2014-06-30$28,900
Expenses. Other expenses not covered elsewhere2014-06-30$321
Contributions received from other sources (not participants or employers)2014-06-30$2,187
Other income received2014-06-30$71,687
Net income (gross income less expenses)2014-06-30$-3,266
Net plan assets at end of year (total assets less liabilities)2014-06-30$602,551
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$605,817
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$7,012
2013 : PATHWAY LIVING CENTER, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-06-30$82,678
Expenses. Total of all expenses incurred2013-06-30$11,532
Benefits paid (including direct rollovers)2013-06-30$4,875
Total plan assets at end of year2013-06-30$605,817
Total plan assets at beginning of year2013-06-30$534,671
Value of fidelity bond covering the plan2013-06-30$535,000
Total contributions received or receivable from participants2013-06-30$32,570
Expenses. Other expenses not covered elsewhere2013-06-30$284
Other income received2013-06-30$50,108
Net income (gross income less expenses)2013-06-30$71,146
Net plan assets at end of year (total assets less liabilities)2013-06-30$605,817
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$534,671
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$6,373
2012 : PATHWAY LIVING CENTER, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-06-30$45,842
Expenses. Total of all expenses incurred2012-06-30$18,158
Benefits paid (including direct rollovers)2012-06-30$11,937
Total plan assets at end of year2012-06-30$534,671
Total plan assets at beginning of year2012-06-30$506,987
Value of fidelity bond covering the plan2012-06-30$50,700
Total contributions received or receivable from participants2012-06-30$32,210
Expenses. Other expenses not covered elsewhere2012-06-30$255
Contributions received from other sources (not participants or employers)2012-06-30$9,244
Other income received2012-06-30$4,388
Net income (gross income less expenses)2012-06-30$27,684
Net plan assets at end of year (total assets less liabilities)2012-06-30$534,671
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$506,987
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$5,966
2011 : PATHWAY LIVING CENTER, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-06-30$104,855
Expenses. Total of all expenses incurred2011-06-30$10,883
Benefits paid (including direct rollovers)2011-06-30$10,883
Total plan assets at end of year2011-06-30$506,987
Total plan assets at beginning of year2011-06-30$413,015
Value of fidelity bond covering the plan2011-06-30$50,000
Total contributions received or receivable from participants2011-06-30$29,220
Contributions received from other sources (not participants or employers)2011-06-30$2,461
Other income received2011-06-30$73,174
Net income (gross income less expenses)2011-06-30$93,972
Net plan assets at end of year (total assets less liabilities)2011-06-30$506,987
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$413,015

Form 5500 Responses for PATHWAY LIVING CENTER, INC. 401(K) PLAN

2021: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: PATHWAY LIVING CENTER, INC. 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801700-000
Policy instance 1
Insurance contract or identification number801700-000
Number of Individuals Covered24
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of fees paid to insurance companyUSD $3,574
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3308
Additional information about fees paid to insurance brokerINVESTMENT ADVICE
Insurance broker organization code?3
Insurance broker nameMINER GILROY & MEADE CPA PC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801700-000
Policy instance 1
Insurance contract or identification number801700-000
Number of Individuals Covered23
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $4,094
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractMUTUAL FUNDS
Commission paid to Insurance BrokerUSD $3,835
Additional information about fees paid to insurance brokerINVESTMENT ADVICE
Insurance broker organization code?3
Insurance broker nameMINER GILROY & MEADE CPA PC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801700-000
Policy instance 1
Insurance contract or identification number801700-000
Number of Individuals Covered26
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $5,141
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractMUTUAL FUNDS
Commission paid to Insurance BrokerUSD $4,820
Additional information about fees paid to insurance brokerINVESTMENT ADVICE
Insurance broker organization code?3
Insurance broker nameMINER GILROY & MEADE CPA PC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801700-000
Policy instance 1
Insurance contract or identification number801700-000
Number of Individuals Covered34
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $4,332
Total amount of fees paid to insurance companyUSD $284
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractMUTUAL FUNDS
Commission paid to Insurance BrokerUSD $4,332
Additional information about fees paid to insurance brokerINVESTMENT ADVICE
Insurance broker organization code?3
Amount paid for insurance broker fees284
Insurance broker nameMINER GILROY & MEADE CPA PC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801700-000
Policy instance 1
Insurance contract or identification number801700-000
Number of Individuals Covered32
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $3,894
Total amount of fees paid to insurance companyUSD $255
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractMUTUAL FUNDS
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number801700-000
Policy instance 1
Insurance contract or identification number801700-000
Number of Individuals Covered31
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $2,692
Total amount of fees paid to insurance companyUSD $123
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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