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RICHFIELD RETIREMENT COMMUNITY 403B PLAN 401k Plan overview

Plan NameRICHFIELD RETIREMENT COMMUNITY 403B PLAN
Plan identification number 003

RICHFIELD RETIREMENT COMMUNITY 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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

RICHFIELD RETIREMENT COMMUNITY has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHFIELD RETIREMENT COMMUNITY 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032014-01-01ANGELA HUGHES
0032013-01-01ANGELA HUGHES
0032012-01-01DONALD R. FISHER ANGELA HUGHES2013-10-04
0032011-01-01DONALD R. FISHER ANGELA HUGHES2012-10-08
0032010-01-01ANGELA HUGHES
0032009-01-01ANGELA HUGHES BRETT LANDI2010-10-14
0032009-01-01ANGELA HUGHES

Plan Statistics for RICHFIELD RETIREMENT COMMUNITY 403B PLAN

401k plan membership statisitcs for RICHFIELD RETIREMENT COMMUNITY 403B PLAN

Measure Date Value
2014: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01775
Total number of active participants reported on line 7a of the Form 55002014-01-01632
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01110
Total of all active and inactive participants2014-01-01742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01742
Number of participants with account balances2014-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0182
2013: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01690
Total number of active participants reported on line 7a of the Form 55002013-01-01714
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0159
Total of all active and inactive participants2013-01-01773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01773
Number of participants with account balances2013-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0160
2012: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01680
Total number of active participants reported on line 7a of the Form 55002012-01-01637
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0152
Total of all active and inactive participants2012-01-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01689
Number of participants with account balances2012-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0141
2011: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01690
Total number of active participants reported on line 7a of the Form 55002011-01-01646
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0140
Total of all active and inactive participants2011-01-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01686
Number of participants with account balances2011-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0136
2010: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01677
Total number of active participants reported on line 7a of the Form 55002010-01-01656
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0142
Total of all active and inactive participants2010-01-01698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01698
Number of participants with account balances2010-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0143
2009: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01639
Total number of active participants reported on line 7a of the Form 55002009-01-01630
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01678
Number of participants with account balances2009-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0156

Financial Data on RICHFIELD RETIREMENT COMMUNITY 403B PLAN

Measure Date Value
2014 : RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,322,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,261,698
Value of total corrective distributions2014-12-31$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 year2014-12-31$5,526,261
Value of total assets at beginning of year2014-12-31$5,691,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$59,609
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$292,382
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$426,953
Participant contributions at end of year2014-12-31$225,199
Participant contributions at beginning of year2014-12-31$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 year2014-12-31$1,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,389
Administrative expenses (other) incurred2014-12-31$500
Total non interest bearing cash at end of year2014-12-31$5,523
Total non interest bearing cash at beginning of year2014-12-31$95
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$27,742
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,295,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,495,230
Interest on participant loans2014-12-31$7,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-46,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$180,060
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$1,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,261,698
Contract administrator fees2014-12-31$31,367
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WALKER HEALTHCARE SERVICES GROUP
Accountancy firm EIN2014-12-31541643141
2013 : RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$940,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$884,434
Value of total corrective distributions2013-12-31$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 year2013-12-31$5,691,797
Value of total assets at beginning of year2013-12-31$5,194,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$52,357
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$194,044
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$478,914
Participant contributions at end of year2013-12-31$195,409
Participant contributions at beginning of year2013-12-31$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 year2013-12-31$5,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$3,892
Administrative expenses (other) incurred2013-12-31$500
Total non interest bearing cash at end of year2013-12-31$95
Total non interest bearing cash at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$26,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,495,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,904,856
Interest on participant loans2013-12-31$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 assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$200,726
Employer contributions (assets) at end of year2013-12-31$1,063
Employer contributions (assets) at beginning of year2013-12-31$3,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$884,434
Contract administrator fees2013-12-31$25,078
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WALKER HEALTHCARE SERVICES GROUP
Accountancy firm EIN2013-12-31541643141
2012 : RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$456,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$404,506
Expenses. Certain deemed distributions of participant loans2012-12-31$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 year2012-12-31$5,194,226
Value of total assets at beginning of year2012-12-31$4,507,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$42,545
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$121,141
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$392,508
Participant contributions at end of year2012-12-31$279,678
Participant contributions at beginning of year2012-12-31$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 year2012-12-31$3,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$5,823
Administrative expenses (other) incurred2012-12-31$750
Total non interest bearing cash at end of year2012-12-31$5,848
Total non interest bearing cash at beginning of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$20,079
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,904,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,317,085
Interest on participant loans2012-12-31$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 assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$171,013
Employer contributions (assets) at end of year2012-12-31$3,844
Employer contributions (assets) at beginning of year2012-12-31$8,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$404,506
Contract administrator fees2012-12-31$21,716
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WALKER HEALTHCARE SERVICES GROUP
Accountancy firm EIN2012-12-31541581053
2011 : RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$458,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$400,825
Expenses. Certain deemed distributions of participant loans2011-12-31$37,459
Value of total corrective distributions2011-12-31$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 year2011-12-31$4,507,470
Value of total assets at beginning of year2011-12-31$4,356,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,038
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$96,311
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$414,836
Participant contributions at end of year2011-12-31$180,127
Participant contributions at beginning of year2011-12-31$192,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$5,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$5,752
Administrative expenses (other) incurred2011-12-31$1,000
Total non interest bearing cash at end of year2011-12-31$1,947
Total non interest bearing cash at beginning of year2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,317,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,157,923
Interest on participant loans2011-12-31$8,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-80,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$170,306
Employer contributions (assets) at end of year2011-12-31$8,311
Employer contributions (assets) at beginning of year2011-12-31$3,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$400,825
Contract administrator fees2011-12-31$13,038
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WALKER HEALTHCARE SERVICES GROUP
Accountancy firm EIN2011-12-31541581053
2010 : RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$329,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$4,356,248
Value of total assets at beginning of year2010-12-31$3,714,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,627
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$51,483
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$395,901
Participant contributions at end of year2010-12-31$192,950
Participant contributions at beginning of year2010-12-31$169,624
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$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 year2010-12-31$5,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$7,965
Administrative expenses (other) incurred2010-12-31$792
Total non interest bearing cash at end of year2010-12-31$2,238
Total non interest bearing cash at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$4,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,157,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,526,326
Interest on participant loans2010-12-31$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 assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$164,077
Employer contributions (assets) at end of year2010-12-31$3,137
Employer contributions (assets) at beginning of year2010-12-31$7,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$309,999
Contract administrator fees2010-12-31$14,408
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WALKER HEALTHCARE SERVICES GROUP
Accountancy firm EIN2010-12-31541581053
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 securities2009-12-31$0

Form 5500 Responses for RICHFIELD RETIREMENT COMMUNITY 403B PLAN

2014: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RICHFIELD RETIREMENT COMMUNITY 403B PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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