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VETTER SENIOR LIVING 403B PLAN 401k Plan overview

Plan NameVETTER SENIOR LIVING 403B PLAN
Plan identification number 002

VETTER SENIOR LIVING 403B PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VETTER SENIOR LIVING has sponsored the creation of one or more 401k plans.

Company Name:VETTER SENIOR LIVING
Employer identification number (EIN):471108168
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VETTER SENIOR LIVING 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JACK VETTER2024-07-09
0022022-01-01JACK VETTER2023-07-20
0022021-01-01JACK VETTER2022-10-17
0022020-01-01JACK VETTER2021-07-20
0022020-01-01JACK VETTER2021-07-20
0022019-01-01JACK VETTER2020-07-28
0022018-01-01JACK VETTER2019-07-25
0022017-07-01JACK VETTER2018-10-15

Plan Statistics for VETTER SENIOR LIVING 403B PLAN

401k plan membership statisitcs for VETTER SENIOR LIVING 403B PLAN

Measure Date Value
2025: VETTER SENIOR LIVING 403B PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1517
Total number of particpants at end of year2025-10-1516
Number of Participants With Account Balances2025-10-1513
2024: VETTER SENIOR LIVING 403B PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-0915
Total number of particpants at end of year2024-07-0915
Number of Participants With Account Balances2024-07-0913

Financial Data on VETTER SENIOR LIVING 403B PLAN

Measure Date Value
2025 : VETTER SENIOR LIVING 403B PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-150
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-1537615
Net assets as of the end of the plan year2025-10-151957331
Total assets as of the beginning of the plan year2025-10-151439663
Value of plan covered by a fidelity bond2025-10-15200000
Participant contributions to plan in this plan year2025-10-15212253
Other expenses paid from plan in this plan year2025-10-150
Other contributions to plan in this plan year2025-10-150
Other income to plan in this plan year2025-10-15229975
Plan net income in this plan year2025-10-15517668
Net assets as of the end of the plan year2025-10-151957331
Net assets as of the beginning of the plan year2025-10-151439663
Employer contributions to plan in this plan year2025-10-15113055
Fees paid to broker by Benefit Provider2025-10-152241
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-150
2024 : VETTER SENIOR LIVING 403B PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-090
Total liabilities as of the beginning of the plan year2024-07-090
Total expenses incurred by plan in this plan year2024-07-097058
Net assets as of the end of the plan year2024-07-091439663
Total assets as of the beginning of the plan year2024-07-09931576
Value of plan covered by a fidelity bond2024-07-09200000
Participant contributions to plan in this plan year2024-07-09193284
Other expenses paid from plan in this plan year2024-07-090
Other contributions to plan in this plan year2024-07-090
Other income to plan in this plan year2024-07-09216562
Plan net income in this plan year2024-07-09508087
Net assets as of the end of the plan year2024-07-091439663
Net assets as of the beginning of the plan year2024-07-09931576
Employer contributions to plan in this plan year2024-07-09105299
Fees paid to broker by Benefit Provider2024-07-091776
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-090

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