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 MONEY PURCHASE PLAN
401k plan membership statisitcs for OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN
Measure | Date | Value |
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2018 : OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-10-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-10-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-10-31 | $0 |
Total income from all sources (including contributions) | 2018-10-31 | $17,321 |
Total loss/gain on sale of assets | 2018-10-31 | $0 |
Total of all expenses incurred | 2018-10-31 | $190,546 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-10-31 | $184,957 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-10-31 | $13,454 |
Value of total assets at end of year | 2018-10-31 | $0 |
Value of total assets at beginning of year | 2018-10-31 | $173,225 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-10-31 | $5,589 |
Total interest from all sources | 2018-10-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-10-31 | $142 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-10-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-10-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-10-31 | $142 |
Was this plan covered by a fidelity bond | 2018-10-31 | Yes |
Value of fidelity bond cover | 2018-10-31 | $1,555,000 |
If this is an individual account plan, was there a blackout period | 2018-10-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2018-10-31 | $0 |
Minimum employer required contribution for this plan year | 2018-10-31 | $22,353 |
Amount contributed by the employer to the plan for this plan year | 2018-10-31 | $22,353 |
Were there any nonexempt tranactions with any party-in-interest | 2018-10-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-10-31 | No |
Value of net income/loss | 2018-10-31 | $-173,225 |
Value of net assets at end of year (total assets less liabilities) | 2018-10-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-10-31 | $173,225 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-10-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-10-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-10-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-10-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-10-31 | $162,964 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-10-31 | $3,725 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-10-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-10-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-10-31 | No |
Contributions received in cash from employer | 2018-10-31 | $13,454 |
Employer contributions (assets) at beginning of year | 2018-10-31 | $10,261 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-10-31 | $184,957 |
Contract administrator fees | 2018-10-31 | $5,589 |
Did the plan have assets held for investment | 2018-10-31 | 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 | 2018-10-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-10-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-10-31 | No |
2017 : OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN 2017 401k financial data |
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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 | $80,566 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $6,995 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,340 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $65,540 |
Value of total assets at end of year | 2017-12-31 | $173,225 |
Value of total assets at beginning of year | 2017-12-31 | $99,654 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,655 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,831 |
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 | $2,831 |
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 |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $65,540 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $65,540 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
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 | $73,571 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $173,225 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $99,654 |
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 | $3,655 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $162,964 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $82,690 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,975 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,975 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $12,195 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
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 | $65,540 |
Employer contributions (assets) at end of year | 2017-12-31 | $10,261 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $14,989 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,340 |
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 |
Accountancy firm EIN | 2017-12-31 | 593070669 |
2016 : OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN 2016 401k financial data |
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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 | $59,505 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $734 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $108 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $55,543 |
Value of total assets at end of year | 2016-12-31 | $99,654 |
Value of total assets at beginning of year | 2016-12-31 | $40,883 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $626 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,543 |
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 | $1,543 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $295 |
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 | $58,771 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $99,654 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $40,883 |
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 | $626 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $82,690 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $29,381 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,975 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,419 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $55,248 |
Employer contributions (assets) at end of year | 2016-12-31 | $14,989 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $11,502 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $108 |
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, P.A. |
Accountancy firm EIN | 2016-12-31 | 593070669 |
2015 : OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN 2015 401k financial data |
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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 | $41,043 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $160 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $100 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $41,347 |
Value of total assets at end of year | 2015-12-31 | $40,883 |
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 | $60 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,094 |
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 | $1,094 |
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 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $41,347 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $41,347 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
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 | $40,883 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $40,883 |
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 | $29,381 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,398 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
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 | $41,347 |
Employer contributions (assets) at end of year | 2015-12-31 | $11,502 |
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 | $100 |
Contract administrator fees | 2015-12-31 | $60 |
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, P.A. |
Accountancy firm EIN | 2015-12-31 | 593070669 |