401k Plan data: ORLANDO LUTHERAN TOWERS, INC. 401(K) PLAN AND TRUST plan

ORLANDO LUTHERAN TOWERS, INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	ORLANDO LUTHERAN TOWERS, INC. 401(K) PLAN AND TRUST
Plan identification number	002

ORLANDO LUTHERAN TOWERS, INC. 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

ORLANDO LUTHERAN TOWERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ORLANDO LUTHERAN TOWERS, INC.

Employer identification number (EIN): 591646654

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about ORLANDO LUTHERAN TOWERS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1975-09-29

Company Identification Number: 733940

Legal Registered Office Address: 1201 HAYS STREET

TALLAHASSEE

32301

More information about ORLANDO LUTHERAN TOWERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORLANDO LUTHERAN TOWERS, INC. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 PHILLIP MAXWELL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2012-01-01	PHILLIP MAXWELL

Plan Statistics for ORLANDO LUTHERAN TOWERS, INC. 401(K) PLAN AND TRUST

401k plan membership statisitcs for ORLANDO LUTHERAN TOWERS, INC. 401(K) PLAN AND TRUST

Measure Date Value
2012: ORLANDO LUTHERAN TOWERS, INC. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 391
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 368
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 25
Total of all active and inactive participants 2012-01-01 393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 393
Number of participants with account balances 2012-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4

Measure	Date	Value
2012: ORLANDO LUTHERAN TOWERS, INC. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	391
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	368
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	25
Total of all active and inactive participants	2012-01-01	393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	393
Number of participants with account balances	2012-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4

Financial Data on ORLANDO LUTHERAN TOWERS, INC. 401(K) PLAN AND TRUST

Measure	Date	Value
2012 : ORLANDO LUTHERAN TOWERS, INC. 401(K) PLAN AND TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$21,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$18,649
Total income from all sources (including contributions)	2012-12-31	$512,592
Total of all expenses incurred	2012-12-31	$209,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$184,215
Value of total corrective distributions	2012-12-31	$17,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$294,694
Value of total assets at end of year	2012-12-31	$1,955,852
Value of total assets at beginning of year	2012-12-31	$1,650,002
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$7,329
Total interest from all sources	2012-12-31	$1,414
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$39,860
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	$39,860
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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	$251,500
Participant contributions at end of year	2012-12-31	$4,099
Participant contributions at beginning of year	2012-12-31	$6,268
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$11,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$21,126
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$18,649
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	$303,373
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,934,726
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,631,353
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	$1,897,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,044,484
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$476,772
Interest earned on other investments	2012-12-31	$1,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$19,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$15,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$15,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$106,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$138,353
Net investment gain/loss from pooled separate accounts	2012-12-31	$38,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
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	$31,991
Employer contributions (assets) at end of year	2012-12-31	$35,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$184,215
Contract administrator fees	2012-12-31	$7,329
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	MOORE, STEPHENS, LOVELACE
Accountancy firm EIN	2012-12-31	593070669

Form 5500 Responses for ORLANDO LUTHERAN TOWERS, INC. 401(K) PLAN AND TRUST

2012: ORLANDO LUTHERAN TOWERS, INC. 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ORLANDO LUTHERAN TOWERS, INC.
Employer identification number (EIN):	591646654
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1975-09-29
Company Identification Number:	733940
Legal Registered Office Address:	1201 HAYS STREET TALLAHASSEE 32301