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OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN 401k Plan overview

Plan NameOAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN
Plan identification number 002

OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OAK HEALTH & REHABILITATION CENTERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:OAK HEALTH & REHABILITATION CENTERS, INC.
Employer identification number (EIN):465680638
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01
0022018-01-01
0022017-01-01GUY MURDOCK GUY MURDOCK2018-10-12
0022016-01-01JOHN A. STARR
0022015-01-01ROBERT WEBSTER

Plan Statistics for OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN

401k plan membership statisitcs for OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN

Measure Date Value
2018: OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01318
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,898
Total number of active participants reported on line 7a of the Form 55002017-01-011,917
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0187
Total of all active and inactive participants2017-01-012,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,008
Number of participants with account balances2017-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0140
2016: OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01157
Total number of active participants reported on line 7a of the Form 55002016-01-01204
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01243
Number of participants with account balances2016-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0129
2015: OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-01131
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01142
Number of participants with account balances2015-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118

Financial Data on OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN

Measure Date Value
2018 : OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-10-31$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 assets2018-10-31$0
Total of all expenses incurred2018-10-31$190,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$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 year2018-10-31$0
Value of total assets at beginning of year2018-10-31$173,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$5,589
Total interest from all sources2018-10-31$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 year2018-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-10-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-10-31$142
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$1,555,000
If this is an individual account plan, was there a blackout period2018-10-31No
Funding deficiency by the employer to the plan for this plan year2018-10-31$0
Minimum employer required contribution for this plan year2018-10-31$22,353
Amount contributed by the employer to the plan for this plan year2018-10-31$22,353
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$-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)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-31$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 assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Contributions received in cash from employer2018-10-31$13,454
Employer contributions (assets) at beginning of year2018-10-31$10,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$184,957
Contract administrator fees2018-10-31$5,589
Did the plan have assets held for investment2018-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31No
2017 : OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$173,225
Value of total assets at beginning of year2017-12-31$99,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,655
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,831
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,555,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$65,540
Amount contributed by the employer to the plan for this plan year2017-12-31$65,540
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$3,655
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$162,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$82,690
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$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 assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$65,540
Employer contributions (assets) at end of year2017-12-31$10,261
Employer contributions (assets) at beginning of year2017-12-31$14,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,340
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOORE STEPHENS LOVELACE
Accountancy firm EIN2017-12-31593070669
2016 : OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$55,543
Value of total assets at end of year2016-12-31$99,654
Value of total assets at beginning of year2016-12-31$40,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$626
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,543
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$626
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$82,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,975
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$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 assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$55,248
Employer contributions (assets) at end of year2016-12-31$14,989
Employer contributions (assets) at beginning of year2016-12-31$11,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$108
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2016-12-31593070669
2015 : OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$41,347
Value of total assets at end of year2015-12-31$40,883
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$60
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,094
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,555,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$41,347
Amount contributed by the employer to the plan for this plan year2015-12-31$41,347
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$41,347
Employer contributions (assets) at end of year2015-12-31$11,502
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$100
Contract administrator fees2015-12-31$60
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2015-12-31593070669

Form 5500 Responses for OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN

2018: OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OAK HEALTH & REHABILITATION CENTERS MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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