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Plan Name | ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ERICKSON SENIOR LIVING, LLC |
Employer identification number (EIN): | 522003375 |
NAIC Classification: | 623000 |
NAIC Description: | Nursing and Residential Care Facilities |
Additional information about ERICKSON SENIOR LIVING, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2010-04-01 |
Company Identification Number: | 0801251079 |
Legal Registered Office Address: |
701 MAIDEN CHOICE LN CATONSVILLE United States of America (USA) 21228 |
More information about ERICKSON SENIOR LIVING, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2018-01-01 | PAUL RUNDELL | 2018-12-18 | PAUL RUNDELL | 2018-12-18 |
001 | 2017-01-01 | PAUL RUNDELL | 2018-09-14 | PAUL RUNDELL | 2018-09-14 |
001 | 2016-01-01 | PAUL RUNDELL | PAUL RUNDELL | 2017-05-18 | |
001 | 2015-01-01 | PAUL RUNDELL | PAUL RUNDELL | 2016-10-14 | |
001 | 2014-01-01 | PAUL RUNDELL | PAUL RUNDELL | 2015-05-26 | |
001 | 2013-01-01 | PAUL RUNDELL | PAUL RUNDELL | 2014-06-11 | |
001 | 2012-01-01 | PAUL RUNDELL | PAUL RUNDELL | 2013-06-26 | |
001 | 2011-01-01 | PAUL RUNDELL | PAUL RUNDELL | 2012-08-13 | |
001 | 2009-01-01 | GERALD DOHERTY |
Measure | Date | Value |
---|---|---|
2016: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 12 |
Total of all active and inactive participants | 2015-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 15 |
Number of participants with account balances | 2015-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
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 | 14 |
Total of all active and inactive participants | 2014-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 17 |
Number of participants with account balances | 2014-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
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 | 15 |
Total of all active and inactive participants | 2013-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 18 |
Number of participants with account balances | 2013-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
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 | 15 |
Total of all active and inactive participants | 2012-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 18 |
Number of participants with account balances | 2012-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
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 | 1 |
Total of all active and inactive participants | 2011-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 2,068 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,182 |
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 | 507 |
Total of all active and inactive participants | 2009-01-01 | 1,689 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 1,691 |
Number of participants with account balances | 2009-01-01 | 1,223 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 190 |
Measure | Date | Value |
---|---|---|
2016 : ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $712 |
Expenses. Total of all expenses incurred | 2016-12-31 | $11,412 |
Benefits paid (including direct rollovers) | 2016-12-31 | $11,412 |
Total plan assets at end of year | 2016-12-31 | $1,330 |
Total plan assets at beginning of year | 2016-12-31 | $12,030 |
Other income received | 2016-12-31 | $712 |
Net income (gross income less expenses) | 2016-12-31 | $-10,700 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,330 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,030 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $936 |
Expenses. Total of all expenses incurred | 2015-12-31 | $17,264 |
Benefits paid (including direct rollovers) | 2015-12-31 | $17,264 |
Total plan assets at end of year | 2015-12-31 | $12,030 |
Total plan assets at beginning of year | 2015-12-31 | $28,358 |
Other income received | 2015-12-31 | $936 |
Net income (gross income less expenses) | 2015-12-31 | $-16,328 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $12,030 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $28,358 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $1,764 |
Expenses. Total of all expenses incurred | 2014-12-31 | $5,120 |
Benefits paid (including direct rollovers) | 2014-12-31 | $5,120 |
Total plan assets at end of year | 2014-12-31 | $28,358 |
Total plan assets at beginning of year | 2014-12-31 | $31,714 |
Other income received | 2014-12-31 | $1,764 |
Net income (gross income less expenses) | 2014-12-31 | $-3,356 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $28,358 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $31,714 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $5,447 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $31,714 |
Total plan assets at beginning of year | 2013-12-31 | $26,267 |
Other income received | 2013-12-31 | $5,447 |
Net income (gross income less expenses) | 2013-12-31 | $5,447 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $31,714 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $26,267 |
2012 : ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $34,235 |
Expenses. Total of all expenses incurred | 2012-12-31 | $11,232 |
Benefits paid (including direct rollovers) | 2012-12-31 | $11,232 |
Total plan assets at end of year | 2012-12-31 | $26,267 |
Total plan assets at beginning of year | 2012-12-31 | $3,264 |
Other income received | 2012-12-31 | $34,235 |
Net income (gross income less expenses) | 2012-12-31 | $23,003 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $26,267 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,264 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $94 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $3,264 |
Total plan assets at beginning of year | 2011-12-31 | $3,170 |
Other income received | 2011-12-31 | $94 |
Net income (gross income less expenses) | 2011-12-31 | $94 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,264 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,170 |
2010 : ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $7,072,735 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $66,648,182 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $66,595,444 |
Value of total corrective distributions | 2010-12-31 | $51,181 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,028,383 |
Value of total assets at end of year | 2010-12-31 | $3,170 |
Value of total assets at beginning of year | 2010-12-31 | $59,578,617 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,557 |
Total interest from all sources | 2010-12-31 | $6,710 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $301,775 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2010-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $301,775 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
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 | $1,782,528 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $389,883 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $143,310 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $243,983 |
Administrative expenses (other) incurred | 2010-12-31 | $1,557 |
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 | $-59,575,447 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,170 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $59,578,617 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $49,818,080 |
Interest on participant loans | 2010-12-31 | $6,710 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $3,170 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $9,227,344 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,482,929 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $252,938 |
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 | Yes |
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 | $1,872 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $66,595,444 |
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 | MCGLADREY & PULLEN, LLP |
Accountancy firm EIN | 2010-12-31 | 420714325 |
2009 : ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT 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 |
2016: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT 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: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT 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: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT 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: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT 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 |
2009: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
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 |