MAXWELL GROUP INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SENIOR LIVING COMMUNITIES 401K PLAN
Measure | Date | Value |
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2022 : SENIOR LIVING COMMUNITIES 401K PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $1,352,937 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $4,078,720 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,029,664 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $-2,691 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,259,489 |
Value of total assets at end of year | 2022-12-31 | $21,679,456 |
Value of total assets at beginning of year | 2022-12-31 | $24,405,239 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $51,747 |
Total interest from all sources | 2022-12-31 | $28,165 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $415,563 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $415,563 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $4,464,243 |
Participant contributions at end of year | 2022-12-31 | $518,407 |
Participant contributions at beginning of year | 2022-12-31 | $580,912 |
Participant contributions at end of year | 2022-12-31 | $519 |
Participant contributions at beginning of year | 2022-12-31 | $140,394 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $775,612 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $70,928 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $214,142 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $258 |
Other income not declared elsewhere | 2022-12-31 | $12,388 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,725,783 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $21,679,456 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $24,405,239 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $19,881,923 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $23,245,764 |
Interest on participant loans | 2022-12-31 | $28,165 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $502,995 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $349,261 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,332,098 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-30,570 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $581,104 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $17,980 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,029,406 |
Contract administrator fees | 2022-12-31 | $51,747 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MOYER, DEVOE & LOCCO, PLLC |
Accountancy firm EIN | 2022-12-31 | 873925494 |
2021 : SENIOR LIVING COMMUNITIES 401K PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $7,619,189 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,249,995 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,143,977 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $21,882 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,733,501 |
Value of total assets at end of year | 2021-12-31 | $24,405,239 |
Value of total assets at beginning of year | 2021-12-31 | $21,036,045 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $84,136 |
Total interest from all sources | 2021-12-31 | $26,357 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $379,183 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $379,097 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $4,101,152 |
Participant contributions at end of year | 2021-12-31 | $580,912 |
Participant contributions at beginning of year | 2021-12-31 | $517,731 |
Participant contributions at end of year | 2021-12-31 | $140,394 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $70,928 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $41,164 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $94,774 |
Other income not declared elsewhere | 2021-12-31 | $-1,489 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,369,194 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $24,405,239 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $21,036,045 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $54,877 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $23,245,764 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $19,879,550 |
Interest on participant loans | 2021-12-31 | $26,357 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $349,261 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $439,085 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,456,884 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $24,753 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $537,575 |
Employer contributions (assets) at end of year | 2021-12-31 | $17,980 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $-7,431 |
Income. Dividends from common stock | 2021-12-31 | $86 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,143,977 |
Contract administrator fees | 2021-12-31 | $29,259 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $165,946 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MOYER, DEVOE & IOCCO, PLLC |
Accountancy firm EIN | 2021-12-31 | 873925494 |
2020 : SENIOR LIVING COMMUNITIES 401K PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $22,318 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $22,318 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $7,753,111 |
Total loss/gain on sale of assets | 2020-12-31 | $1,498 |
Total of all expenses incurred | 2020-12-31 | $3,145,481 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,040,325 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $9,617 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,071,947 |
Value of total assets at end of year | 2020-12-31 | $21,036,045 |
Value of total assets at beginning of year | 2020-12-31 | $16,428,415 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $95,539 |
Total interest from all sources | 2020-12-31 | $29,888 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $309,752 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $309,322 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,982,580 |
Participant contributions at end of year | 2020-12-31 | $517,731 |
Participant contributions at beginning of year | 2020-12-31 | $613,902 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $41,164 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $978 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $524,402 |
Other income not declared elsewhere | 2020-12-31 | $17,971 |
Administrative expenses (other) incurred | 2020-12-31 | $95,539 |
Total non interest bearing cash at end of year | 2020-12-31 | $-7,431 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $142 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,607,630 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $21,036,045 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $16,428,415 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $19,879,550 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $15,367,948 |
Interest on participant loans | 2020-12-31 | $29,886 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $439,085 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $406,123 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,291,603 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $8,134 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $564,965 |
Income. Dividends from common stock | 2020-12-31 | $430 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,040,325 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $165,946 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $39,322 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $659,364 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $657,866 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MOYER, SMITH AND ROLLER PA |
Accountancy firm EIN | 2020-12-31 | 561679377 |
2019 : SENIOR LIVING COMMUNITIES 401K PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $1,326 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $1,326 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $1,326 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $1,326 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $6,939,632 |
Total income from all sources (including contributions) | 2019-12-31 | $6,939,632 |
Total loss/gain on sale of assets | 2019-12-31 | $-30 |
Total loss/gain on sale of assets | 2019-12-31 | $-30 |
Total of all expenses incurred | 2019-12-31 | $1,941,980 |
Total of all expenses incurred | 2019-12-31 | $1,941,980 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,905,851 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,905,851 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,253,463 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,253,463 |
Value of total assets at end of year | 2019-12-31 | $16,428,415 |
Value of total assets at end of year | 2019-12-31 | $16,428,415 |
Value of total assets at beginning of year | 2019-12-31 | $11,430,763 |
Value of total assets at beginning of year | 2019-12-31 | $11,430,763 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $36,129 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $36,129 |
Total interest from all sources | 2019-12-31 | $28,405 |
Total interest from all sources | 2019-12-31 | $28,405 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $335,533 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $335,533 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $335,533 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $335,533 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $3,410,862 |
Contributions received from participants | 2019-12-31 | $3,410,862 |
Participant contributions at end of year | 2019-12-31 | $613,902 |
Participant contributions at end of year | 2019-12-31 | $613,902 |
Participant contributions at beginning of year | 2019-12-31 | $421,891 |
Participant contributions at beginning of year | 2019-12-31 | $421,891 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $978 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $978 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $341,426 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $341,426 |
Other income not declared elsewhere | 2019-12-31 | $10,651 |
Other income not declared elsewhere | 2019-12-31 | $10,651 |
Administrative expenses (other) incurred | 2019-12-31 | $36,129 |
Administrative expenses (other) incurred | 2019-12-31 | $36,129 |
Total non interest bearing cash at end of year | 2019-12-31 | $142 |
Total non interest bearing cash at end of year | 2019-12-31 | $142 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,997,652 |
Value of net income/loss | 2019-12-31 | $4,997,652 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $16,428,415 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $16,428,415 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,430,763 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,430,763 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $15,367,948 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $15,367,948 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,749,377 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,749,377 |
Interest on participant loans | 2019-12-31 | $28,404 |
Interest on participant loans | 2019-12-31 | $28,404 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $406,123 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $406,123 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $259,495 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $259,495 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,303,390 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,303,390 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $6,894 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $6,894 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $501,175 |
Contributions received in cash from employer | 2019-12-31 | $501,175 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,905,851 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,905,851 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $39,322 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $39,322 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $52,963 |
Aggregate proceeds on sale of assets | 2019-12-31 | $52,963 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $52,993 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $52,993 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MOYER, SMITH AND ROLLER PA |
Accountancy firm name | 2019-12-31 | MOYER, SMITH AND ROLLER PA |
Accountancy firm EIN | 2019-12-31 | 561679377 |
Accountancy firm EIN | 2019-12-31 | 561679377 |
2018 : SENIOR LIVING COMMUNITIES 401K PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $2,723,277 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,991,704 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,906,728 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $-5,656 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,426,858 |
Value of total assets at end of year | 2018-12-31 | $11,430,763 |
Value of total assets at beginning of year | 2018-12-31 | $10,699,190 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $90,632 |
Total interest from all sources | 2018-12-31 | $19,452 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $254,309 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $254,309 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,930,120 |
Participant contributions at end of year | 2018-12-31 | $421,891 |
Participant contributions at beginning of year | 2018-12-31 | $345,563 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $70,672 |
Other income not declared elsewhere | 2018-12-31 | $7,061 |
Administrative expenses (other) incurred | 2018-12-31 | $90,632 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $731,573 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $11,430,763 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,699,190 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $10,749,377 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $10,141,007 |
Interest on participant loans | 2018-12-31 | $19,452 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $259,495 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $212,620 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-989,295 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $4,892 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $426,066 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,906,728 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MOYER, SMITH AND ROLLER PA |
Accountancy firm EIN | 2018-12-31 | 561679377 |
2017 : SENIOR LIVING COMMUNITIES 401K PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $4,573,714 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,895,043 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,808,162 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $2,469 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,100,357 |
Value of total assets at end of year | 2017-12-31 | $10,699,190 |
Value of total assets at beginning of year | 2017-12-31 | $8,020,519 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $84,412 |
Total interest from all sources | 2017-12-31 | $15,217 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $190,356 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $190,356 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,502,053 |
Participant contributions at end of year | 2017-12-31 | $345,563 |
Participant contributions at beginning of year | 2017-12-31 | $315,384 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $230,245 |
Other income not declared elsewhere | 2017-12-31 | $-9,829 |
Administrative expenses (other) incurred | 2017-12-31 | $84,412 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,678,671 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,699,190 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,020,519 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $10,141,007 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $7,560,218 |
Interest on participant loans | 2017-12-31 | $15,217 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $212,620 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $144,917 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,273,606 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $4,007 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $368,059 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,808,162 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MOYER, SMTIH AND ROLLER PA |
Accountancy firm EIN | 2017-12-31 | 561679377 |
2016 : SENIOR LIVING COMMUNITIES 401K PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $3,037,537 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,553,508 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,515,273 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $-153 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,422,415 |
Value of total assets at end of year | 2016-12-31 | $8,020,519 |
Value of total assets at beginning of year | 2016-12-31 | $6,536,490 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $38,388 |
Total interest from all sources | 2016-12-31 | $13,055 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $149,954 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $149,954 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,023,306 |
Participant contributions at end of year | 2016-12-31 | $315,384 |
Participant contributions at beginning of year | 2016-12-31 | $317,878 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $82,393 |
Other income not declared elsewhere | 2016-12-31 | $31,198 |
Administrative expenses (other) incurred | 2016-12-31 | $38,388 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,484,029 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,020,519 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,536,490 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $7,560,218 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,086,730 |
Interest earned on other investments | 2016-12-31 | $13,055 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $144,917 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $131,882 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $418,233 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $2,682 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $316,716 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,515,273 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MOYER SMITH AND ROLLER PA |
Accountancy firm EIN | 2016-12-31 | 561679377 |
2015 : SENIOR LIVING COMMUNITIES 401K PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $4,113 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,921,037 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,819,047 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,782,841 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $439 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,967,476 |
Value of total assets at end of year | 2015-12-31 | $6,536,490 |
Value of total assets at beginning of year | 2015-12-31 | $6,430,387 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $35,767 |
Total interest from all sources | 2015-12-31 | $14,981 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $123,897 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $123,897 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,559,147 |
Participant contributions at end of year | 2015-12-31 | $317,878 |
Participant contributions at beginning of year | 2015-12-31 | $284,061 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $162,267 |
Other income not declared elsewhere | 2015-12-31 | $-32 |
Administrative expenses (other) incurred | 2015-12-31 | $35,767 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $101,990 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,536,490 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,430,387 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $6,086,730 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,124,581 |
Interest on participant loans | 2015-12-31 | $14,981 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $131,882 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $21,745 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-186,292 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $1,007 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $246,062 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,782,841 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MOYER SMITH & ROLLER |
Accountancy firm EIN | 2015-12-31 | 561679377 |
2014 : SENIOR LIVING COMMUNITIES 401K 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,982,077 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,652,401 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,616,812 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $-5,514 |
Value of total corrective distributions | 2014-12-31 | $741 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,579,348 |
Value of total assets at end of year | 2014-12-31 | $6,430,387 |
Value of total assets at beginning of year | 2014-12-31 | $6,100,711 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $40,362 |
Total interest from all sources | 2014-12-31 | $13,570 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $136,435 |
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 | $136,435 |
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 | Yes |
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 | $1,353,749 |
Participant contributions at end of year | 2014-12-31 | $284,061 |
Participant contributions at beginning of year | 2014-12-31 | $299,971 |
Participant contributions at beginning of year | 2014-12-31 | $8 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $20,656 |
Other income not declared elsewhere | 2014-12-31 | $5,772 |
Administrative expenses (other) incurred | 2014-12-31 | $40,362 |
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 | $329,676 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $6,430,387 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,100,711 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,124,581 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,568,782 |
Interest on participant loans | 2014-12-31 | $13,570 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $21,745 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $94,508 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $137,442 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $137,442 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $244,927 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $2,025 |
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 | $204,943 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,616,812 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
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 | MOYER SMITH & ROLLER, PA. |
Accountancy firm EIN | 2014-12-31 | 561679377 |
2013 : SENIOR LIVING COMMUNITIES 401K 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,481,451 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,813,696 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,757,254 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $11,286 |
Value of total corrective distributions | 2013-12-31 | $1,106 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,531,905 |
Value of total assets at end of year | 2013-12-31 | $6,100,711 |
Value of total assets at beginning of year | 2013-12-31 | $5,432,956 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $44,050 |
Total interest from all sources | 2013-12-31 | $9,843 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $165,483 |
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 | $165,483 |
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 | $1,267,098 |
Participant contributions at end of year | 2013-12-31 | $299,971 |
Participant contributions at beginning of year | 2013-12-31 | $205,108 |
Participant contributions at end of year | 2013-12-31 | $8 |
Participant contributions at beginning of year | 2013-12-31 | $10,236 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $83,990 |
Other income not declared elsewhere | 2013-12-31 | $71 |
Administrative expenses (other) incurred | 2013-12-31 | $44,050 |
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 | $667,755 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,100,711 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,432,956 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,568,782 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,992,004 |
Interest on participant loans | 2013-12-31 | $9,843 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $94,508 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $49,808 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $137,442 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $173,972 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $173,972 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $754,805 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $19,344 |
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 | $180,817 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,828 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,757,254 |
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 | MOYER, SMITH & ROLLER, PA |
Accountancy firm EIN | 2013-12-31 | 561679377 |
2012 : SENIOR LIVING COMMUNITIES 401K 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,365,786 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,134,536 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,098,122 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $2,852 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,750,920 |
Value of total assets at end of year | 2012-12-31 | $5,432,956 |
Value of total assets at beginning of year | 2012-12-31 | $4,201,706 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $33,562 |
Total interest from all sources | 2012-12-31 | $9,260 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $100,824 |
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 | $100,824 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $421,000 |
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 | $1,480,257 |
Participant contributions at end of year | 2012-12-31 | $205,108 |
Participant contributions at beginning of year | 2012-12-31 | $168,550 |
Participant contributions at end of year | 2012-12-31 | $10,236 |
Participant contributions at beginning of year | 2012-12-31 | $23,532 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $47,335 |
Other income not declared elsewhere | 2012-12-31 | $40 |
Administrative expenses (other) incurred | 2012-12-31 | $33,562 |
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 | $1,231,250 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,432,956 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,201,706 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,992,004 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,733,104 |
Interest on participant loans | 2012-12-31 | $9,260 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $49,808 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $32,263 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $173,972 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $240,208 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $240,208 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $499,295 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $5,447 |
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 | $223,328 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,828 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $4,049 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,098,122 |
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 | MOYER, SMITH & ROLLER, PA |
Accountancy firm EIN | 2012-12-31 | 561679377 |
2011 : SENIOR LIVING COMMUNITIES 401K 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,563,678 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $670,432 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $620,939 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $2,060 |
Value of total corrective distributions | 2011-12-31 | $26,141 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,645,497 |
Value of total assets at end of year | 2011-12-31 | $4,201,706 |
Value of total assets at beginning of year | 2011-12-31 | $3,308,460 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $21,292 |
Total interest from all sources | 2011-12-31 | $3,920 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $63,431 |
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 | $63,431 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $331,000 |
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 | $1,332,007 |
Participant contributions at end of year | 2011-12-31 | $168,550 |
Participant contributions at beginning of year | 2011-12-31 | $87,156 |
Participant contributions at end of year | 2011-12-31 | $23,532 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $127,228 |
Administrative expenses (other) incurred | 2011-12-31 | $21,292 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $7 |
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 | $893,246 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,201,706 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,308,460 |
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 | $3,733,104 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,851,103 |
Interest on participant loans | 2011-12-31 | $3,920 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $32,263 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $14,291 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $240,208 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $355,903 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $355,903 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-148,595 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-575 |
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 | Yes |
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 | $186,262 |
Employer contributions (assets) at end of year | 2011-12-31 | $4,049 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $620,939 |
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 | MOYER, SMITH & ROLLER, PA |
Accountancy firm EIN | 2011-12-31 | 561679377 |
2010 : SENIOR LIVING COMMUNITIES 401K 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 | $1,527,075 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $412,915 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $398,373 |
Value of total corrective distributions | 2010-12-31 | $12,730 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,233,901 |
Value of total assets at end of year | 2010-12-31 | $3,308,460 |
Value of total assets at beginning of year | 2010-12-31 | $2,194,300 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,812 |
Total interest from all sources | 2010-12-31 | $2,252 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $31,666 |
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 | $31,666 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $220,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
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 | $873,977 |
Participant contributions at end of year | 2010-12-31 | $87,156 |
Participant contributions at beginning of year | 2010-12-31 | $49,615 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $167,014 |
Administrative expenses (other) incurred | 2010-12-31 | $1,812 |
Total non interest bearing cash at end of year | 2010-12-31 | $7 |
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 | $1,114,160 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,308,460 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,194,300 |
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 | $2,851,103 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $1,991,287 |
Interest on participant loans | 2010-12-31 | $2,175 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $14,291 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $355,903 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $77 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $149,191 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $257,145 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $2,111 |
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 | $192,910 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $4,207 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $398,373 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
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 | MOYER, SMITH & ROLLER, PA |
Accountancy firm EIN | 2010-12-31 | 561679377 |
2009 : SENIOR LIVING COMMUNITIES 401K 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 |