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ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN
Plan identification number 001

ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.

401k Sponsoring company profile

ERICKSON SENIOR LIVING, LLC has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01PAUL RUNDELL2018-12-18 PAUL RUNDELL2018-12-18
0012017-01-01PAUL RUNDELL2018-09-14 PAUL RUNDELL2018-09-14
0012016-01-01PAUL RUNDELL PAUL RUNDELL2017-05-18
0012015-01-01PAUL RUNDELL PAUL RUNDELL2016-10-14
0012014-01-01PAUL RUNDELL PAUL RUNDELL2015-05-26
0012013-01-01PAUL RUNDELL PAUL RUNDELL2014-06-11
0012012-01-01PAUL RUNDELL PAUL RUNDELL2013-06-26
0012011-01-01PAUL RUNDELL PAUL RUNDELL2012-08-13
0012009-01-01GERALD DOHERTY

Plan Statistics for ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN

Measure Date Value
2016: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0115
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0117
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0115
Number of participants with account balances2015-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0118
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0117
Number of participants with account balances2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0118
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0118
Number of participants with account balances2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0118
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0118
Number of participants with account balances2012-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,068
Total number of active participants reported on line 7a of the Form 55002009-01-011,182
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01507
Total of all active and inactive participants2009-01-011,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,691
Number of participants with account balances2009-01-011,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01190

Financial Data on ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN

Measure Date Value
2016 : ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$712
Expenses. Total of all expenses incurred2016-12-31$11,412
Benefits paid (including direct rollovers)2016-12-31$11,412
Total plan assets at end of year2016-12-31$1,330
Total plan assets at beginning of year2016-12-31$12,030
Other income received2016-12-31$712
Net income (gross income less expenses)2016-12-31$-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 securities2016-12-31$0
2015 : ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$936
Expenses. Total of all expenses incurred2015-12-31$17,264
Benefits paid (including direct rollovers)2015-12-31$17,264
Total plan assets at end of year2015-12-31$12,030
Total plan assets at beginning of year2015-12-31$28,358
Other income received2015-12-31$936
Net income (gross income less expenses)2015-12-31$-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 securities2015-12-31$0
2014 : ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,764
Expenses. Total of all expenses incurred2014-12-31$5,120
Benefits paid (including direct rollovers)2014-12-31$5,120
Total plan assets at end of year2014-12-31$28,358
Total plan assets at beginning of year2014-12-31$31,714
Other income received2014-12-31$1,764
Net income (gross income less expenses)2014-12-31$-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 securities2014-12-31$0
2013 : ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$5,447
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$31,714
Total plan assets at beginning of year2013-12-31$26,267
Other income received2013-12-31$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 sources2012-12-31$34,235
Expenses. Total of all expenses incurred2012-12-31$11,232
Benefits paid (including direct rollovers)2012-12-31$11,232
Total plan assets at end of year2012-12-31$26,267
Total plan assets at beginning of year2012-12-31$3,264
Other income received2012-12-31$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 securities2012-12-31$0
2011 : ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$94
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$3,264
Total plan assets at beginning of year2011-12-31$3,170
Other income received2011-12-31$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 assets2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$66,648,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$66,595,444
Value of total corrective distributions2010-12-31$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 year2010-12-31$3,170
Value of total assets at beginning of year2010-12-31$59,578,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,557
Total interest from all sources2010-12-31$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 year2010-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2010-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$301,775
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$1,782,528
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$389,883
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$143,310
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$243,983
Administrative expenses (other) incurred2010-12-31$1,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-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)2010-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$49,818,080
Interest on participant loans2010-12-31$6,710
Value of interest in common/collective trusts at end of year2010-12-31$3,170
Value of interest in common/collective trusts at beginning of year2010-12-31$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 trusts2010-12-31$252,938
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$66,595,444
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 name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
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 securities2009-12-31$0

Form 5500 Responses for ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN

2016: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT 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: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT 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: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT 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: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT 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
2009: ERICKSON RETIREMENT COMMUNITIES, LLC 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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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