OAK HEALTH & REHABILITATION CENTERS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OAK HEALTH & REHABILITATION CENTERS, INC. 401(K) PLAN
401k plan membership statisitcs for OAK HEALTH & REHABILITATION CENTERS, INC. 401(K) PLAN
Measure | Date | Value |
---|
2018 : OAK HEALTH & REHABILITATION CENTERS, INC. 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 | $325,933 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $5,970,116 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $5,940,923 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $178,476 |
Value of total assets at end of year | 2018-12-31 | $0 |
Value of total assets at beginning of year | 2018-12-31 | $5,644,183 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $29,193 |
Total interest from all sources | 2018-12-31 | $1,305 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,555,000 |
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 | $172,464 |
Participant contributions at beginning of year | 2018-12-31 | $67,091 |
Participant contributions at beginning of year | 2018-12-31 | $17,603 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $346 |
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 | $-5,644,183 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,644,183 |
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 beginning of year | 2018-12-31 | $5,433,358 |
Interest on participant loans | 2018-12-31 | $1,305 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $121,774 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $146,152 |
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 | $6,012 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $4,011 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $5,940,923 |
Contract administrator fees | 2018-12-31 | $29,193 |
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 | No |
2017 : OAK HEALTH & REHABILITATION CENTERS, INC. 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 | $1,260,627 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $472,727 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $443,242 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $582,244 |
Value of total assets at end of year | 2017-12-31 | $5,644,183 |
Value of total assets at beginning of year | 2017-12-31 | $4,856,283 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $29,485 |
Total interest from all sources | 2017-12-31 | $3,137 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $104,250 |
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 | $104,250 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,555,000 |
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 | $502,927 |
Participant contributions at end of year | 2017-12-31 | $67,091 |
Participant contributions at beginning of year | 2017-12-31 | $78,746 |
Participant contributions at end of year | 2017-12-31 | $17,603 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $58,620 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $346 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $766 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $59 |
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 | $787,900 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,644,183 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,856,283 |
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 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $5,433,358 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,676,499 |
Interest on participant loans | 2017-12-31 | $3,137 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $121,774 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $100,213 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $570,996 |
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 | Yes |
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 | $20,697 |
Employer contributions (assets) at end of year | 2017-12-31 | $4,011 |
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 | $443,242 |
Contract administrator fees | 2017-12-31 | $29,485 |
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 | MOORE STEPHENS LOVELACE, PA |
Accountancy firm EIN | 2017-12-31 | 593070669 |
2016 : OAK HEALTH & REHABILITATION CENTERS, INC. 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 | $846,515 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $732,654 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $719,248 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $584,785 |
Value of total assets at end of year | 2016-12-31 | $4,856,283 |
Value of total assets at beginning of year | 2016-12-31 | $4,742,422 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $13,406 |
Total interest from all sources | 2016-12-31 | $6,071 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $78,093 |
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 | $78,093 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,555,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
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 | $510,580 |
Participant contributions at end of year | 2016-12-31 | $78,746 |
Participant contributions at beginning of year | 2016-12-31 | $118,840 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $59,222 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $766 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Total non interest bearing cash at end of year | 2016-12-31 | $59 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $1,125 |
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 | $113,861 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,856,283 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,742,422 |
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 |
Investment advisory and management fees | 2016-12-31 | $13,406 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $4,676,499 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,388,305 |
Interest on participant loans | 2016-12-31 | $3,980 |
Interest earned on other investments | 2016-12-31 | $1,983 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $231,155 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $231,155 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $108 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $100,213 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $177,566 |
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 | Yes |
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 | $14,983 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $2,997 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $719,248 |
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 | 2016-12-31 | Yes |
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 | MOORE STEPHENS LOVELACE |
Accountancy firm EIN | 2016-12-31 | 593070669 |
2015 : OAK HEALTH & REHABILITATION CENTERS, INC. 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 | $5,125,724 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $383,302 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $380,922 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $5,109,579 |
Value of total assets at end of year | 2015-12-31 | $4,742,422 |
Value of total assets at beginning of year | 2015-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,380 |
Total interest from all sources | 2015-12-31 | $719 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $245,260 |
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 | $245,260 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,555,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
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 | $230,092 |
Participant contributions at end of year | 2015-12-31 | $118,840 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $4,865,689 |
Total non interest bearing cash at end of year | 2015-12-31 | $1,125 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $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 | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $4,742,422 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,742,422 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
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 | $4,388,305 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $0 |
Interest on participant loans | 2015-12-31 | $719 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $231,155 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-229,834 |
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 | $13,798 |
Employer contributions (assets) at end of year | 2015-12-31 | $2,997 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $380,922 |
Contract administrator fees | 2015-12-31 | $2,380 |
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 | 2015-12-31 | Yes |
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 | MOORE STEPHENS LOVELACE |
Accountancy firm EIN | 2015-12-31 | 593070669 |