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WILSON SENIOR CARE 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameWILSON SENIOR CARE 401(K) RETIREMENT PLAN
Plan identification number 001

WILSON SENIOR CARE 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.
  • 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

WILSON SENIOR CARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:WILSON SENIOR CARE, INC.
Employer identification number (EIN):570798718
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILSON SENIOR CARE 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01SUSAN WEESNER
0012015-10-01SUSAN WEESER
0012014-10-01SUSAN WEESNER SUSAN WEESNER2016-07-11
0012013-10-01SUSAN WEESNER SUSAN WEESNER2015-07-14
0012012-10-01SUSAN WEESNER SUSAN WEESNER2014-07-09
0012011-10-01SUSAN O WEESNER
0012010-10-01SUSAN O WEESNER
0012009-10-01SUSAN O WEESNER
0012008-10-01

Plan Statistics for WILSON SENIOR CARE 401(K) RETIREMENT PLAN

401k plan membership statisitcs for WILSON SENIOR CARE 401(K) RETIREMENT PLAN

Measure Date Value
2021: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01379
Total number of active participants reported on line 7a of the Form 55002021-10-01273
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0167
Total of all active and inactive participants2021-10-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01340
Number of participants with account balances2021-10-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01451
Total number of active participants reported on line 7a of the Form 55002020-10-01300
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0165
Total of all active and inactive participants2020-10-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01365
Number of participants with account balances2020-10-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01478
Total number of active participants reported on line 7a of the Form 55002019-10-01358
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0155
Total of all active and inactive participants2019-10-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01413
Number of participants with account balances2019-10-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01463
Total number of active participants reported on line 7a of the Form 55002018-10-01409
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0155
Total of all active and inactive participants2018-10-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01464
Number of participants with account balances2018-10-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01445
Total number of active participants reported on line 7a of the Form 55002017-10-01350
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01350
Number of participants with account balances2017-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01444
Total number of active participants reported on line 7a of the Form 55002016-10-01361
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0169
Total of all active and inactive participants2016-10-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01430
Number of participants with account balances2016-10-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01384
Total number of active participants reported on line 7a of the Form 55002015-10-01291
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0174
Total of all active and inactive participants2015-10-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01365
Number of participants with account balances2015-10-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01349
Total number of active participants reported on line 7a of the Form 55002014-10-01304
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0171
Total of all active and inactive participants2014-10-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01375
Number of participants with account balances2014-10-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01489
Total number of active participants reported on line 7a of the Form 55002013-10-01268
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0179
Total of all active and inactive participants2013-10-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01347
Number of participants with account balances2013-10-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01448
Total number of active participants reported on line 7a of the Form 55002012-10-01367
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0169
Total of all active and inactive participants2012-10-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01436
Number of participants with account balances2012-10-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01425
Total number of active participants reported on line 7a of the Form 55002011-10-01381
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0142
Total of all active and inactive participants2011-10-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01423
Number of participants with account balances2011-10-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01425
Total number of active participants reported on line 7a of the Form 55002010-10-01367
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-0144
Total of all active and inactive participants2010-10-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01411
Number of participants with account balances2010-10-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01410
Total number of active participants reported on line 7a of the Form 55002009-10-01359
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0147
Total of all active and inactive participants2009-10-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01406
Number of participants with account balances2009-10-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on WILSON SENIOR CARE 401(K) RETIREMENT PLAN

Measure Date Value
2022 : WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total transfer of assets to this plan2022-09-30$0
Total transfer of assets from this plan2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-432,038
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$871,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$868,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$815,658
Value of total assets at end of year2022-09-30$7,473,081
Value of total assets at beginning of year2022-09-30$8,776,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$3,161
Total interest from all sources2022-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$312,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$312,334
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$468,248
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$33,994
Administrative expenses (other) incurred2022-09-30$3,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-1,303,221
Value of net assets at end of year (total assets less liabilities)2022-09-30$7,473,081
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$8,776,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$5,689,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$6,749,857
Value of interest in common/collective trusts at end of year2022-09-30$1,783,105
Value of interest in common/collective trusts at beginning of year2022-09-30$2,026,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-1,593,854
Net investment gain or loss from common/collective trusts2022-09-30$33,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$313,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$868,022
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30SCHOMYER & COMPANY
Accountancy firm EIN2022-09-30571163206
2021 : WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total transfer of assets to this plan2021-09-30$0
Total transfer of assets from this plan2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$2,360,737
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$858,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$852,108
Value of total corrective distributions2021-09-30$1,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$852,276
Value of total assets at end of year2021-09-30$8,776,302
Value of total assets at beginning of year2021-09-30$7,274,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$4,543
Total interest from all sources2021-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$241,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$241,133
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$508,063
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$11,053
Other income not declared elsewhere2021-09-30$210
Administrative expenses (other) incurred2021-09-30$4,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$1,502,282
Value of net assets at end of year (total assets less liabilities)2021-09-30$8,776,302
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$7,274,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$6,749,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$6,506,060
Value of interest in common/collective trusts at end of year2021-09-30$2,026,445
Value of interest in common/collective trusts at beginning of year2021-09-30$767,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$1,244,834
Net investment gain or loss from common/collective trusts2021-09-30$22,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$333,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$852,108
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30SCHOMYER & COMPANY
Accountancy firm EIN2021-09-30571163206
2020 : WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total transfer of assets to this plan2020-09-30$0
Total transfer of assets from this plan2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,494,208
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$1,295,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$1,279,721
Value of total corrective distributions2020-09-30$432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$922,588
Value of total assets at end of year2020-09-30$7,274,020
Value of total assets at beginning of year2020-09-30$7,075,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$15,113
Total interest from all sources2020-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$304,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$304,900
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$538,619
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$13,673
Other income not declared elsewhere2020-09-30$1,791
Administrative expenses (other) incurred2020-09-30$15,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$198,942
Value of net assets at end of year (total assets less liabilities)2020-09-30$7,274,020
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$7,075,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$6,506,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$6,392,248
Value of interest in common/collective trusts at end of year2020-09-30$767,960
Value of interest in common/collective trusts at beginning of year2020-09-30$682,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$249,431
Net investment gain or loss from common/collective trusts2020-09-30$15,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$370,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$1,279,721
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30SCHOMYER & COMPANY
Accountancy firm EIN2020-09-30571163206
2019 : WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total transfer of assets to this plan2019-09-30$0
Total transfer of assets from this plan2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$1,081,448
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$673,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$631,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$801,469
Value of total assets at end of year2019-09-30$7,075,078
Value of total assets at beginning of year2019-09-30$6,666,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$41,538
Total interest from all sources2019-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$313,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$313,802
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$473,729
Administrative expenses (other) incurred2019-09-30$41,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$408,188
Value of net assets at end of year (total assets less liabilities)2019-09-30$7,075,078
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$6,666,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$6,392,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$6,016,333
Value of interest in common/collective trusts at end of year2019-09-30$682,830
Value of interest in common/collective trusts at beginning of year2019-09-30$650,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-48,610
Net investment gain or loss from common/collective trusts2019-09-30$14,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$327,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$631,722
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30SCHOMYER & COMPANY
Accountancy firm EIN2019-09-30571163206
2018 : WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$1,257,445
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$676,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$671,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$699,267
Value of total assets at end of year2018-09-30$6,666,890
Value of total assets at beginning of year2018-09-30$6,086,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$5,730
Total interest from all sources2018-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$88,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$88,065
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$800,000
If this is an individual account plan, was there a blackout period2018-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$410,999
Participant contributions at end of year2018-09-30$0
Participant contributions at beginning of year2018-09-30$14,386
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$3,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$580,675
Value of net assets at end of year (total assets less liabilities)2018-09-30$6,666,890
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$6,086,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$6,016,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$5,338,293
Interest on participant loans2018-09-30$0
Income. Interest from loans (other than to participants)2018-09-30$0
Value of interest in common/collective trusts at end of year2018-09-30$650,557
Value of interest in common/collective trusts at beginning of year2018-09-30$707,829
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$15,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$15,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$451,434
Net investment gain or loss from common/collective trusts2018-09-30$18,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$284,403
Employer contributions (assets) at end of year2018-09-30$0
Employer contributions (assets) at beginning of year2018-09-30$9,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$671,040
Contract administrator fees2018-09-30$5,730
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-09-30Yes
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30SCHOMYER & COMPANY
Accountancy firm EIN2018-09-30571163206
2017 : WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$1,448,469
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$356,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$352,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$773,698
Value of total assets at end of year2017-09-30$6,086,215
Value of total assets at beginning of year2017-09-30$4,994,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$4,238
Total interest from all sources2017-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$71,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$71,825
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$402,614
Participant contributions at end of year2017-09-30$14,386
Participant contributions at beginning of year2017-09-30$12,871
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$95,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$1,091,690
Value of net assets at end of year (total assets less liabilities)2017-09-30$6,086,215
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$4,994,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$5,338,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$4,358,870
Interest on participant loans2017-09-30$0
Income. Interest from loans (other than to participants)2017-09-30$0
Value of interest in common/collective trusts at end of year2017-09-30$707,829
Value of interest in common/collective trusts at beginning of year2017-09-30$614,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$15,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$595,711
Net investment gain or loss from common/collective trusts2017-09-30$7,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$275,123
Employer contributions (assets) at end of year2017-09-30$9,767
Employer contributions (assets) at beginning of year2017-09-30$8,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$352,541
Contract administrator fees2017-09-30$4,238
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30SCHOMYER & COMPANY
Accountancy firm EIN2017-09-30571163206
2016 : WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$1,096,360
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$748,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$745,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$608,746
Value of total assets at end of year2016-09-30$4,994,525
Value of total assets at beginning of year2016-09-30$4,646,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$3,645
Total interest from all sources2016-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$58,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$58,004
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$354,558
Participant contributions at end of year2016-09-30$12,871
Participant contributions at beginning of year2016-09-30$11,997
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$11,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$347,575
Value of net assets at end of year (total assets less liabilities)2016-09-30$4,994,525
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$4,646,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$4,358,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$3,713,590
Interest on participant loans2016-09-30$0
Income. Interest from loans (other than to participants)2016-09-30$0
Value of interest in common/collective trusts at end of year2016-09-30$614,056
Value of interest in common/collective trusts at beginning of year2016-09-30$912,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$422,391
Net investment gain or loss from common/collective trusts2016-09-30$7,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$243,076
Employer contributions (assets) at end of year2016-09-30$8,728
Employer contributions (assets) at beginning of year2016-09-30$8,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$745,140
Contract administrator fees2016-09-30$3,645
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30SCHOMYER & COMPANY
Accountancy firm EIN2016-09-30571163206
2015 : WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$574,022
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$383,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$380,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$663,597
Value of total assets at end of year2015-09-30$4,646,950
Value of total assets at beginning of year2015-09-30$4,456,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$2,565
Total interest from all sources2015-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$54,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$54,296
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$342,999
Participant contributions at end of year2015-09-30$11,997
Participant contributions at beginning of year2015-09-30$10,112
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$89,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$190,559
Value of net assets at end of year (total assets less liabilities)2015-09-30$4,646,950
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$4,456,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$3,713,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$3,520,919
Value of interest in common/collective trusts at end of year2015-09-30$912,717
Value of interest in common/collective trusts at beginning of year2015-09-30$918,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-151,765
Net investment gain or loss from common/collective trusts2015-09-30$7,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$230,782
Employer contributions (assets) at end of year2015-09-30$8,646
Employer contributions (assets) at beginning of year2015-09-30$6,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$380,898
Contract administrator fees2015-09-30$2,565
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-09-30Yes
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30SCHOMYER & COMPANY
Accountancy firm EIN2015-09-30571163206
2014 : WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$767,349
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$528,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$525,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$473,514
Value of total assets at end of year2014-09-30$4,456,391
Value of total assets at beginning of year2014-09-30$4,217,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$2,655
Total interest from all sources2014-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$31,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$31,088
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$271,029
Participant contributions at end of year2014-09-30$10,112
Participant contributions at beginning of year2014-09-30$9,572
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$14,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$239,109
Value of net assets at end of year (total assets less liabilities)2014-09-30$4,456,391
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$4,217,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$3,520,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$3,496,282
Value of interest in common/collective trusts at end of year2014-09-30$918,685
Value of interest in common/collective trusts at beginning of year2014-09-30$704,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$256,779
Net investment gain or loss from common/collective trusts2014-09-30$5,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$187,590
Employer contributions (assets) at end of year2014-09-30$6,675
Employer contributions (assets) at beginning of year2014-09-30$6,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$525,585
Contract administrator fees2014-09-30$2,655
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30SCHOMYER & COMPANY
Accountancy firm EIN2014-09-30571163206
2013 : WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$777,118
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$266,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$264,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$483,560
Value of total assets at end of year2013-09-30$4,217,282
Value of total assets at beginning of year2013-09-30$3,706,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$1,470
Total interest from all sources2013-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$55,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$55,572
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$266,523
Participant contributions at end of year2013-09-30$9,572
Participant contributions at beginning of year2013-09-30$19,211
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$26,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$511,006
Value of net assets at end of year (total assets less liabilities)2013-09-30$4,217,282
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$3,706,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$3,496,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$3,017,660
Value of interest in common/collective trusts at end of year2013-09-30$704,650
Value of interest in common/collective trusts at beginning of year2013-09-30$656,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$231,226
Net investment gain or loss from common/collective trusts2013-09-30$6,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$190,271
Employer contributions (assets) at end of year2013-09-30$6,778
Employer contributions (assets) at beginning of year2013-09-30$12,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$264,642
Contract administrator fees2013-09-30$1,470
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30SCHOMYER & COMPANY
Accountancy firm EIN2013-09-30571163206
2012 : WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$914,665
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$312,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$310,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$441,012
Value of total assets at end of year2012-09-30$3,706,276
Value of total assets at beginning of year2012-09-30$3,103,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$1,875
Total interest from all sources2012-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$51,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$51,953
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$262,604
Participant contributions at end of year2012-09-30$19,211
Participant contributions at beginning of year2012-09-30$9,045
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$1,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$602,305
Value of net assets at end of year (total assets less liabilities)2012-09-30$3,706,276
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$3,103,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$3,017,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$2,433,478
Value of interest in common/collective trusts at end of year2012-09-30$656,798
Value of interest in common/collective trusts at beginning of year2012-09-30$655,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$10
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$412,876
Net investment gain or loss from common/collective trusts2012-09-30$8,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$176,933
Employer contributions (assets) at end of year2012-09-30$12,607
Employer contributions (assets) at beginning of year2012-09-30$6,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$310,485
Contract administrator fees2012-09-30$1,875
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30SCHOMYER AND COMPANY
Accountancy firm EIN2012-09-30571163206
2011 : WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$385,983
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$253,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$251,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$456,167
Value of total assets at end of year2011-09-30$3,103,971
Value of total assets at beginning of year2011-09-30$2,971,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$2,115
Total interest from all sources2011-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$45,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$45,516
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$270,536
Participant contributions at end of year2011-09-30$9,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$132,308
Value of net assets at end of year (total assets less liabilities)2011-09-30$3,103,971
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$2,971,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$2,433,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$2,275,758
Value of interest in common/collective trusts at end of year2011-09-30$655,336
Value of interest in common/collective trusts at beginning of year2011-09-30$695,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$10
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$10
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-125,006
Net investment gain or loss from common/collective trusts2011-09-30$9,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$185,631
Employer contributions (assets) at end of year2011-09-30$6,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$251,560
Contract administrator fees2011-09-30$2,115
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30SCHOMYER AND COMPANY
Accountancy firm EIN2011-09-30571163206
2010 : WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for WILSON SENIOR CARE 401(K) RETIREMENT PLAN

2021: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: WILSON SENIOR CARE 401(K) RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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