401k Plan data: THE RIVERWOODS GROUP 403(B) PLAN plan

THE RIVERWOODS GROUP 403(B) PLAN 401k Plan overview

Plan Name	THE RIVERWOODS GROUP 403(B) PLAN
Plan identification number	001

THE RIVERWOODS GROUP 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RIVERWOODS GROUP has sponsored the creation of one or more 401k plans.

Company Name: RIVERWOODS GROUP

Employer identification number (EIN): 451450956

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RIVERWOODS GROUP 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 JOHN BOWE
001 2023-01-01
001 2023-01-01 JOHN BOWE
001 2022-01-01
001 2022-01-01 JOHN BOWE
001 2021-01-01
001 2021-01-01 JOHN BOWE
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAWN BARKER DAWN BARKER 2018-09-25

Plan Statistics for THE RIVERWOODS GROUP 403(B) PLAN

401k plan membership statisitcs for THE RIVERWOODS GROUP 403(B) PLAN

Measure Date Value
2023: THE RIVERWOODS GROUP 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,093
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 965
Number of other retired or separated participants entitled to future benefits 2023-01-01 205
Total of all active and inactive participants 2023-01-01 1,170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 1,171
Number of participants with account balances 2023-01-01 522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: THE RIVERWOODS GROUP 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,037
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 846
Number of other retired or separated participants entitled to future benefits 2022-01-01 243
Total of all active and inactive participants 2022-01-01 1,089
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,089
Number of participants with account balances 2022-01-01 519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: THE RIVERWOODS GROUP 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 929
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 796
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 229
Total of all active and inactive participants 2021-01-01 1,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,025
Number of participants with account balances 2021-01-01 514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: THE RIVERWOODS GROUP 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 826
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 576
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 216
Total of all active and inactive participants 2020-01-01 792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 792
Number of participants with account balances 2020-01-01 465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: THE RIVERWOODS GROUP 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 815
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 628
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 192
Total of all active and inactive participants 2019-01-01 820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 820
Number of participants with account balances 2019-01-01 475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: THE RIVERWOODS GROUP 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 739
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 637
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 195
Total of all active and inactive participants 2018-01-01 832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 832
Number of participants with account balances 2018-01-01 505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: THE RIVERWOODS GROUP 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 689
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 605
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 134
Total of all active and inactive participants 2017-01-01 739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 739
Number of participants with account balances 2017-01-01 505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5

Measure	Date	Value
2023: THE RIVERWOODS GROUP 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,093
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	965
Number of other retired or separated participants entitled to future benefits	2023-01-01	205
Total of all active and inactive participants	2023-01-01	1,170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	1,171
Number of participants with account balances	2023-01-01	522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: THE RIVERWOODS GROUP 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,037
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	846
Number of other retired or separated participants entitled to future benefits	2022-01-01	243
Total of all active and inactive participants	2022-01-01	1,089
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,089
Number of participants with account balances	2022-01-01	519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: THE RIVERWOODS GROUP 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	929
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	796
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	229
Total of all active and inactive participants	2021-01-01	1,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,025
Number of participants with account balances	2021-01-01	514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: THE RIVERWOODS GROUP 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	826
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	576
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	216
Total of all active and inactive participants	2020-01-01	792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	792
Number of participants with account balances	2020-01-01	465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: THE RIVERWOODS GROUP 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	815
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	628
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	192
Total of all active and inactive participants	2019-01-01	820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	820
Number of participants with account balances	2019-01-01	475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: THE RIVERWOODS GROUP 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	739
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	637
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	195
Total of all active and inactive participants	2018-01-01	832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	832
Number of participants with account balances	2018-01-01	505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: THE RIVERWOODS GROUP 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	689
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	605
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	134
Total of all active and inactive participants	2017-01-01	739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	739
Number of participants with account balances	2017-01-01	505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5

Financial Data on THE RIVERWOODS GROUP 403(B) PLAN

Measure	Date	Value
2023 : THE RIVERWOODS GROUP 403(B) PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$4,832,687
Total of all expenses incurred	2023-12-31	$1,669,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,484,851
Expenses. Certain deemed distributions of participant loans	2023-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,216,948
Value of total assets at end of year	2023-12-31	$20,485,910
Value of total assets at beginning of year	2023-12-31	$17,323,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$185,148
Total interest from all sources	2023-12-31	$18,957
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$579,330
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	$579,330
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
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	$1,586,371
Participant contributions at end of year	2023-12-31	$285,427
Participant contributions at beginning of year	2023-12-31	$277,334
Participant contributions at beginning of year	2023-12-31	$2,113
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$181,302
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	$3,162,688
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$20,485,910
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$17,323,222
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
Investment advisory and management fees	2023-12-31	$185,148
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$20,194,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$17,036,979
Interest on participant loans	2023-12-31	$18,763
Interest earned on other investments	2023-12-31	$194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$6,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$6,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,017,452
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	Yes
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	$449,275
Employer contributions (assets) at beginning of year	2023-12-31	$535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,484,851
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2023-12-31	043499945
Total income from all sources (including contributions)	2023-01-01	$4,832,687
Total of all expenses incurred	2023-01-01	$1,669,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$1,484,851
Expenses. Certain deemed distributions of participant loans	2023-01-01	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$2,216,948
Value of total assets at end of year	2023-01-01	$20,485,910
Value of total assets at beginning of year	2023-01-01	$17,323,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$185,148
Total interest from all sources	2023-01-01	$18,957
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$579,330
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	$579,330
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$1,000,000
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	$1,586,371
Participant contributions at end of year	2023-01-01	$285,427
Participant contributions at beginning of year	2023-01-01	$277,334
Participant contributions at beginning of year	2023-01-01	$2,113
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$181,302
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	$3,162,688
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$20,485,910
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$17,323,222
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
Investment advisory and management fees	2023-01-01	$185,148
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$20,194,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$17,036,979
Interest on participant loans	2023-01-01	$18,763
Interest earned on other investments	2023-01-01	$194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$6,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$6,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$2,017,452
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	Yes
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	$449,275
Employer contributions (assets) at beginning of year	2023-01-01	$535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$1,484,851
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2023-01-01	043499945
2022 : THE RIVERWOODS GROUP 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-835,089
Total of all expenses incurred	2022-12-31	$1,364,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,194,674
Value of total corrective distributions	2022-12-31	$1,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,005,239
Value of total assets at end of year	2022-12-31	$17,323,222
Value of total assets at beginning of year	2022-12-31	$19,523,295
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$169,291
Total interest from all sources	2022-12-31	$22,528
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$734,675
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	$734,675
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$1,432,610
Participant contributions at end of year	2022-12-31	$277,334
Participant contributions at beginning of year	2022-12-31	$396,654
Participant contributions at end of year	2022-12-31	$2,113
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$193,257
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	$-2,200,073
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$17,323,222
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$19,523,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$169,291
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$17,036,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$19,120,562
Interest on participant loans	2022-12-31	$22,225
Interest earned on other investments	2022-12-31	$303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$6,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$6,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,597,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$379,372
Employer contributions (assets) at end of year	2022-12-31	$535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,194,674
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-12-31	043499945
Total income from all sources (including contributions)	2022-01-01	$-835,089
Total of all expenses incurred	2022-01-01	$1,364,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$1,194,674
Value of total corrective distributions	2022-01-01	$1,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$2,005,239
Value of total assets at end of year	2022-01-01	$17,323,222
Value of total assets at beginning of year	2022-01-01	$19,523,295
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$169,291
Total interest from all sources	2022-01-01	$22,528
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$734,675
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	$734,675
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$1,000,000
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	$1,432,610
Participant contributions at end of year	2022-01-01	$277,334
Participant contributions at beginning of year	2022-01-01	$396,654
Participant contributions at end of year	2022-01-01	$2,113
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$193,257
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	$-2,200,073
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$17,323,222
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$19,523,295
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
Investment advisory and management fees	2022-01-01	$169,291
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$17,036,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$19,120,562
Interest on participant loans	2022-01-01	$22,225
Interest earned on other investments	2022-01-01	$303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-01-01	$6,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-01-01	$6,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-3,597,531
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	Yes
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	$379,372
Employer contributions (assets) at end of year	2022-01-01	$535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$1,194,674
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-01-01	043499945
2021 : THE RIVERWOODS GROUP 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$5,649,066
Total of all expenses incurred	2021-12-31	$1,322,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,156,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,288,281
Value of total assets at end of year	2021-12-31	$19,523,295
Value of total assets at beginning of year	2021-12-31	$15,196,956
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$166,689
Total interest from all sources	2021-12-31	$26,108
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$979,138
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	$979,138
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$1,420,058
Participant contributions at end of year	2021-12-31	$396,654
Participant contributions at beginning of year	2021-12-31	$433,727
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,489,829
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	$4,326,339
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$19,523,295
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,196,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$166,689
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$19,120,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$14,757,327
Interest on participant loans	2021-12-31	$25,931
Interest earned on other investments	2021-12-31	$177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$6,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$5,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,355,539
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	$378,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,156,038
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2021-12-31	043499945
2020 : THE RIVERWOODS GROUP 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$3,570,525
Total of all expenses incurred	2020-12-31	$947,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$825,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,543,837
Value of total assets at end of year	2020-12-31	$15,196,956
Value of total assets at beginning of year	2020-12-31	$12,573,968
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$122,091
Total interest from all sources	2020-12-31	$25,542
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$465,307
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	$465,307
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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	$1,206,828
Participant contributions at end of year	2020-12-31	$433,727
Participant contributions at beginning of year	2020-12-31	$385,007
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$11,652
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	$2,622,988
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,196,956
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,573,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$122,091
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$14,757,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,183,231
Interest on participant loans	2020-12-31	$25,370
Interest earned on other investments	2020-12-31	$172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$5,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$5,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,535,839
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	$325,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$825,446
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	Unqualified
Accountancy firm name	2020-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2020-12-31	043499945
2019 : THE RIVERWOODS GROUP 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$3,427,870
Total of all expenses incurred	2019-12-31	$511,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$395,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,276,675
Value of total assets at end of year	2019-12-31	$12,573,968
Value of total assets at beginning of year	2019-12-31	$9,657,781
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$116,629
Total interest from all sources	2019-12-31	$23,003
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$409,354
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	$409,354
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$971,562
Participant contributions at end of year	2019-12-31	$385,007
Participant contributions at beginning of year	2019-12-31	$241,111
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$45,561
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	$2,916,187
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$12,573,968
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,657,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$116,629
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,183,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,411,107
Interest on participant loans	2019-12-31	$22,836
Interest earned on other investments	2019-12-31	$167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$5,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$5,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,718,838
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	$259,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$395,054
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2019-12-31	043499945
2018 : THE RIVERWOODS GROUP 403(B) PLAN 2018 401k financial data
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	$644,404
Total of all expenses incurred	2018-12-31	$352,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$247,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,104,547
Value of total assets at end of year	2018-12-31	$9,657,781
Value of total assets at beginning of year	2018-12-31	$9,365,493
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$104,968
Total interest from all sources	2018-12-31	$13,556
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$516,005
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	$516,005
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$834,548
Participant contributions at end of year	2018-12-31	$241,111
Participant contributions at beginning of year	2018-12-31	$206,340
Participant contributions at beginning of year	2018-12-31	$24,794
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$27,855
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$2,946
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	$292,288
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,657,781
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,365,493
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
Investment advisory and management fees	2018-12-31	$104,968
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,411,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,117,865
Interest on participant loans	2018-12-31	$13,394
Interest earned on other investments	2018-12-31	$162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$5,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$5,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-989,704
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	$242,144
Employer contributions (assets) at beginning of year	2018-12-31	$8,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$247,148
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
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2018-12-31	043499945
2017 : THE RIVERWOODS GROUP 403(B) PLAN 2017 401k financial data
Total liabilities at end 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	$2,687,399
Total of all expenses incurred	2017-12-31	$894,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$802,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,358,039
Value of total assets at end of year	2017-12-31	$9,365,493
Value of total assets at beginning of year	2017-12-31	$7,572,851
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$91,803
Total interest from all sources	2017-12-31	$10,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
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	$786,828
Participant contributions at end of year	2017-12-31	$206,340
Participant contributions at beginning of year	2017-12-31	$156,317
Participant contributions at end of year	2017-12-31	$24,794
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$247,985
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$2,946
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	$1,792,642
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,365,493
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,572,851
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
Investment advisory and management fees	2017-12-31	$91,803
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,117,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,411,290
Interest on participant loans	2017-12-31	$10,329
Interest earned on other investments	2017-12-31	$157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$5,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$5,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,318,874
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	$323,226
Employer contributions (assets) at end of year	2017-12-31	$8,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$802,954
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
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$0
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2017-12-31	043499945

Form 5500 Responses for THE RIVERWOODS GROUP 403(B) PLAN

2023: THE RIVERWOODS GROUP 403(B) 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 – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE RIVERWOODS GROUP 403(B) 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE RIVERWOODS GROUP 403(B) 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE RIVERWOODS GROUP 403(B) 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE RIVERWOODS GROUP 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE RIVERWOODS GROUP 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE RIVERWOODS GROUP 403(B) 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

1005008-01

Policy instance

Insurance contract or identification number	1005008-01
Number of Individuals Covered	1
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

1005008-01

Policy instance

Insurance contract or identification number	1005008-01
Number of Individuals Covered	1
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

1005008-01

Policy instance

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

1005008-01

Policy instance

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

1005008-01

Policy instance

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

1005008-01

Policy instance

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

1005008-01

Policy instance

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	RIVERWOODS GROUP
Employer identification number (EIN):	451450956
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	JOHN BOWE
001	2023-01-01
001	2023-01-01	JOHN BOWE
001	2022-01-01
001	2022-01-01	JOHN BOWE
001	2021-01-01
001	2021-01-01	JOHN BOWE
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DAWN BARKER	DAWN BARKER	2018-09-25