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Plan Name | RICHFIELD RETIREMENT COMMUNITY 403B PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | RICHFIELD RETIREMENT COMMUNITY |
Employer identification number (EIN): | 510190114 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about RICHFIELD RETIREMENT COMMUNITY
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1976-05-28 |
Company Identification Number: | 0167061 |
Legal Registered Office Address: |
3615 WEST MAIN STREET PO BOX 3240 SALEM United States of America (USA) 24153 |
More information about RICHFIELD RETIREMENT COMMUNITY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2014-01-01 | ANGELA HUGHES | |||
003 | 2013-01-01 | ANGELA HUGHES | |||
003 | 2012-01-01 | DONALD R. FISHER | ANGELA HUGHES | 2013-10-04 | |
003 | 2011-01-01 | DONALD R. FISHER | ANGELA HUGHES | 2012-10-08 | |
003 | 2010-01-01 | ANGELA HUGHES | |||
003 | 2009-01-01 | ANGELA HUGHES | BRETT LANDI | 2010-10-14 | |
003 | 2009-01-01 | ANGELA HUGHES |
Measure | Date | Value |
---|---|---|
2014: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 775 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 632 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 110 |
Total of all active and inactive participants | 2014-01-01 | 742 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 742 |
Number of participants with account balances | 2014-01-01 | 428 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 82 |
2013: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 690 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 714 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 59 |
Total of all active and inactive participants | 2013-01-01 | 773 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 773 |
Number of participants with account balances | 2013-01-01 | 438 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 60 |
2012: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 680 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 637 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 52 |
Total of all active and inactive participants | 2012-01-01 | 689 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 689 |
Number of participants with account balances | 2012-01-01 | 382 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 41 |
2011: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 690 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 646 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 40 |
Total of all active and inactive participants | 2011-01-01 | 686 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 686 |
Number of participants with account balances | 2011-01-01 | 368 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 36 |
2010: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 677 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 656 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 42 |
Total of all active and inactive participants | 2010-01-01 | 698 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 698 |
Number of participants with account balances | 2010-01-01 | 370 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 43 |
2009: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 639 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 630 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 46 |
Total of all active and inactive participants | 2009-01-01 | 676 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 678 |
Number of participants with account balances | 2009-01-01 | 370 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 56 |
Measure | Date | Value |
---|---|---|
2014 : RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,088 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $5,389 |
Total income from all sources (including contributions) | 2014-12-31 | $1,161,160 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,322,395 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,261,698 |
Value of total corrective distributions | 2014-12-31 | $1,088 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $907,832 |
Value of total assets at end of year | 2014-12-31 | $5,526,261 |
Value of total assets at beginning of year | 2014-12-31 | $5,691,797 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $59,609 |
Total interest from all sources | 2014-12-31 | $7,545 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $292,382 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $292,382 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $426,953 |
Participant contributions at end of year | 2014-12-31 | $225,199 |
Participant contributions at beginning of year | 2014-12-31 | $195,409 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $300,819 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $1,088 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $5,389 |
Administrative expenses (other) incurred | 2014-12-31 | $500 |
Total non interest bearing cash at end of year | 2014-12-31 | $5,523 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $95 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-161,235 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,525,173 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,686,408 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $27,742 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $5,295,539 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,495,230 |
Interest on participant loans | 2014-12-31 | $7,545 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-46,599 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $180,060 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,063 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,261,698 |
Contract administrator fees | 2014-12-31 | $31,367 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WALKER HEALTHCARE SERVICES GROUP |
Accountancy firm EIN | 2014-12-31 | 541643141 |
2013 : RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $5,389 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $3,892 |
Total income from all sources (including contributions) | 2013-12-31 | $1,436,757 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $940,683 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $884,434 |
Value of total corrective distributions | 2013-12-31 | $3,892 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $747,541 |
Value of total assets at end of year | 2013-12-31 | $5,691,797 |
Value of total assets at beginning of year | 2013-12-31 | $5,194,226 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $52,357 |
Total interest from all sources | 2013-12-31 | $9,391 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $194,044 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $194,044 |
Administrative expenses professional fees incurred | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $478,914 |
Participant contributions at end of year | 2013-12-31 | $195,409 |
Participant contributions at beginning of year | 2013-12-31 | $279,678 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $67,901 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $5,389 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $3,892 |
Administrative expenses (other) incurred | 2013-12-31 | $500 |
Total non interest bearing cash at end of year | 2013-12-31 | $95 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $5,848 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $496,074 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,686,408 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,190,334 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $26,779 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,495,230 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,904,856 |
Interest on participant loans | 2013-12-31 | $9,391 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $485,781 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $200,726 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,063 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $3,844 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $884,434 |
Contract administrator fees | 2013-12-31 | $25,078 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WALKER HEALTHCARE SERVICES GROUP |
Accountancy firm EIN | 2013-12-31 | 541643141 |
2012 : RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $3,892 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $5,823 |
Total income from all sources (including contributions) | 2012-12-31 | $1,145,527 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $456,840 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $404,506 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $9,789 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $626,612 |
Value of total assets at end of year | 2012-12-31 | $5,194,226 |
Value of total assets at beginning of year | 2012-12-31 | $4,507,470 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $42,545 |
Total interest from all sources | 2012-12-31 | $9,638 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $121,141 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $121,141 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $392,508 |
Participant contributions at end of year | 2012-12-31 | $279,678 |
Participant contributions at beginning of year | 2012-12-31 | $180,127 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $63,091 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $3,892 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $5,823 |
Administrative expenses (other) incurred | 2012-12-31 | $750 |
Total non interest bearing cash at end of year | 2012-12-31 | $5,848 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $1,947 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $688,687 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,190,334 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,501,647 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $20,079 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,904,856 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,317,085 |
Interest on participant loans | 2012-12-31 | $9,638 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $388,136 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $171,013 |
Employer contributions (assets) at end of year | 2012-12-31 | $3,844 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $8,311 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $404,506 |
Contract administrator fees | 2012-12-31 | $21,716 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WALKER HEALTHCARE SERVICES GROUP |
Accountancy firm EIN | 2012-12-31 | 541581053 |
2011 : RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $5,823 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $5,752 |
Total income from all sources (including contributions) | 2011-12-31 | $609,296 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $458,145 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $400,825 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $37,459 |
Value of total corrective distributions | 2011-12-31 | $5,823 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $585,142 |
Value of total assets at end of year | 2011-12-31 | $4,507,470 |
Value of total assets at beginning of year | 2011-12-31 | $4,356,248 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $14,038 |
Total interest from all sources | 2011-12-31 | $8,448 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $96,311 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $96,311 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $414,836 |
Participant contributions at end of year | 2011-12-31 | $180,127 |
Participant contributions at beginning of year | 2011-12-31 | $192,950 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $5,823 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $5,752 |
Administrative expenses (other) incurred | 2011-12-31 | $1,000 |
Total non interest bearing cash at end of year | 2011-12-31 | $1,947 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $2,238 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $151,151 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,501,647 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,350,496 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,317,085 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,157,923 |
Interest on participant loans | 2011-12-31 | $8,448 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-80,605 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $170,306 |
Employer contributions (assets) at end of year | 2011-12-31 | $8,311 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $3,137 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $400,825 |
Contract administrator fees | 2011-12-31 | $13,038 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WALKER HEALTHCARE SERVICES GROUP |
Accountancy firm EIN | 2011-12-31 | 541581053 |
2010 : RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $5,752 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $7,965 |
Total income from all sources (including contributions) | 2010-12-31 | $973,330 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $329,626 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $309,999 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $562,897 |
Value of total assets at end of year | 2010-12-31 | $4,356,248 |
Value of total assets at beginning of year | 2010-12-31 | $3,714,757 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $19,627 |
Total interest from all sources | 2010-12-31 | $8,112 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $51,483 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $51,483 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $395,901 |
Participant contributions at end of year | 2010-12-31 | $192,950 |
Participant contributions at beginning of year | 2010-12-31 | $169,624 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $8 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $2,919 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $5,752 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $7,965 |
Administrative expenses (other) incurred | 2010-12-31 | $792 |
Total non interest bearing cash at end of year | 2010-12-31 | $2,238 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $11,644 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $643,704 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,350,496 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,706,792 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $4,427 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,157,923 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,526,326 |
Interest on participant loans | 2010-12-31 | $8,112 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $350,838 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $164,077 |
Employer contributions (assets) at end of year | 2010-12-31 | $3,137 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $7,155 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $309,999 |
Contract administrator fees | 2010-12-31 | $14,408 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WALKER HEALTHCARE SERVICES GROUP |
Accountancy firm EIN | 2010-12-31 | 541581053 |
2009 : RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2014: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |