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BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING 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

BIRCH TREE COMMUNITIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BIRCH TREE COMMUNITIES, INC.
Employer identification number (EIN):710680117
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARCIA OGDEN
0012016-01-01MARCIA OGDEN
0012015-01-01MARCIA OGDEN
0012014-01-01MARCIA OGDEN
0012013-01-01KARI SIMPKINS
0012012-01-01MARCIA OGDEN MARCIA OGDEN2013-10-14
0012011-01-01MARCIA OGDEN MARCIA OGDEN2012-10-11
0012010-01-01MARCIA OGDEN MARCIA OGDEN2011-09-27
0012009-01-01MICHAEL WHITT MICHAEL WHITT2010-10-11

Plan Statistics for BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01324
Total number of active participants reported on line 7a of the Form 55002022-01-01270
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0146
Total of all active and inactive participants2022-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01324
Number of participants with account balances2022-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01358
Total number of active participants reported on line 7a of the Form 55002021-01-01272
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0145
Total of all active and inactive participants2021-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01324
Number of participants with account balances2021-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01329
Total number of active participants reported on line 7a of the Form 55002020-01-01258
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-0148
Total of all active and inactive participants2020-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01320
Number of participants with account balances2020-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01328
Total number of active participants reported on line 7a of the Form 55002019-01-01232
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01287
Number of participants with account balances2019-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01341
Total number of active participants reported on line 7a of the Form 55002018-01-01239
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01301
Number of participants with account balances2018-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01353
Total number of active participants reported on line 7a of the Form 55002017-01-01257
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01319
Number of participants with account balances2017-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0123
2016: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01352
Total number of active participants reported on line 7a of the Form 55002016-01-01275
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01325
Number of participants with account balances2016-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0124
2015: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01395
Total number of active participants reported on line 7a of the Form 55002015-01-01290
Number of retired or separated participants receiving benefits2015-01-0112
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01331
Number of participants with account balances2015-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01408
Total number of active participants reported on line 7a of the Form 55002014-01-01306
Number of retired or separated participants receiving benefits2014-01-0118
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01361
Number of participants with account balances2014-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01411
Total number of active participants reported on line 7a of the Form 55002013-01-01322
Number of retired or separated participants receiving benefits2013-01-0113
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01369
Number of participants with account balances2013-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01385
Total number of active participants reported on line 7a of the Form 55002012-01-01334
Number of retired or separated participants receiving benefits2012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01375
Number of participants with account balances2012-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01346
Total number of active participants reported on line 7a of the Form 55002011-01-01295
Number of retired or separated participants receiving benefits2011-01-0112
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01328
Number of participants with account balances2011-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01320
Total number of active participants reported on line 7a of the Form 55002010-01-01266
Number of retired or separated participants receiving benefits2010-01-0115
Number of other retired or separated participants entitled to future benefits2010-01-0125
Total of all active and inactive participants2010-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01306
Number of participants with account balances2010-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0118
2009: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01267
Total number of active participants reported on line 7a of the Form 55002009-01-01242
Number of retired or separated participants receiving benefits2009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01277
Number of participants with account balances2009-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$77,386
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$76,950
Total income from all sources (including contributions)2022-12-31$-442,869
Total of all expenses incurred2022-12-31$1,112,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,075,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$949,571
Value of total assets at end of year2022-12-31$7,157,321
Value of total assets at beginning of year2022-12-31$8,711,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$36,717
Total interest from all sources2022-12-31$16,775
Administrative expenses professional fees incurred2022-12-31$36,717
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$402,689
Participant contributions at end of year2022-12-31$393,203
Participant contributions at beginning of year2022-12-31$329,873
Participant contributions at end of year2022-12-31$751
Participant contributions at beginning of year2022-12-31$3,452
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,511
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$77,386
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$76,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,554,872
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,079,935
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,634,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,763,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,374,082
Interest on participant loans2022-12-31$16,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,409,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$543,371
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$4,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,075,286
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LITTLE SHANEYFELT MARSHALL & CO
Accountancy firm EIN2022-12-31710804806
2021 : BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$76,950
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$2,072,704
Total of all expenses incurred2021-12-31$1,363,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,281,632
Expenses. Certain deemed distributions of participant loans2021-12-31$21,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,214,480
Value of total assets at end of year2021-12-31$8,711,757
Value of total assets at beginning of year2021-12-31$7,925,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$60,220
Total interest from all sources2021-12-31$14,295
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$556,690
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$556,690
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$385,974
Participant contributions at end of year2021-12-31$329,873
Participant contributions at beginning of year2021-12-31$276,576
Participant contributions at end of year2021-12-31$3,452
Participant contributions at beginning of year2021-12-31$2,638
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$320,089
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$76,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$709,030
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,634,807
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,925,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,226,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,310,833
Income. Interest from loans (other than to participants)2021-12-31$14,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$147,524
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$332,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$287,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$508,417
Employer contributions (assets) at end of year2021-12-31$4,350
Employer contributions (assets) at beginning of year2021-12-31$3,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,281,632
Contract administrator fees2021-12-31$60,220
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LITTLE SHANEYFELT MARSHALL & CO
Accountancy firm EIN2021-12-31710804806
2020 : BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$641
Total income from all sources (including contributions)2020-12-31$1,883,784
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$705,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$653,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$891,573
Value of total assets at end of year2020-12-31$7,925,777
Value of total assets at beginning of year2020-12-31$6,747,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,009
Total interest from all sources2020-12-31$16,174
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$52,009
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$385,200
Participant contributions at end of year2020-12-31$276,576
Participant contributions at beginning of year2020-12-31$319,520
Participant contributions at end of year2020-12-31$2,638
Participant contributions at beginning of year2020-12-31$35
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,178,537
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,925,777
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,747,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,310,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,741,585
Interest on participant loans2020-12-31$16,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$332,140
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$686,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$975,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$506,373
Employer contributions (assets) at end of year2020-12-31$3,590
Employer contributions (assets) at beginning of year2020-12-31$64
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$653,238
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$641
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LITTLE SHANEYFELT MARSHALL & CO
Accountancy firm EIN2020-12-31710804806
2019 : BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$641
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$641
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$1,921,397
Total income from all sources (including contributions)2019-12-31$1,921,397
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,678,213
Total of all expenses incurred2019-12-31$1,678,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,632,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,632,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$676,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$676,329
Value of total assets at end of year2019-12-31$6,747,881
Value of total assets at end of year2019-12-31$6,747,881
Value of total assets at beginning of year2019-12-31$6,504,056
Value of total assets at beginning of year2019-12-31$6,504,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$46,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$46,010
Total interest from all sources2019-12-31$16,098
Total interest from all sources2019-12-31$16,098
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$276,282
Contributions received from participants2019-12-31$276,282
Participant contributions at end of year2019-12-31$319,520
Participant contributions at end of year2019-12-31$319,520
Participant contributions at beginning of year2019-12-31$305,937
Participant contributions at beginning of year2019-12-31$305,937
Participant contributions at end of year2019-12-31$35
Participant contributions at end of year2019-12-31$35
Participant contributions at beginning of year2019-12-31$2
Participant contributions at beginning of year2019-12-31$2
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,737
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,737
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$243,184
Value of net income/loss2019-12-31$243,184
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,747,240
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,747,240
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,504,056
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,504,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,741,585
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,741,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,589,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,589,277
Interest on participant loans2019-12-31$14,883
Interest on participant loans2019-12-31$14,883
Interest earned on other investments2019-12-31$1,215
Interest earned on other investments2019-12-31$1,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$686,677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$686,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$608,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$608,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,228,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,228,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$393,310
Contributions received in cash from employer2019-12-31$393,310
Employer contributions (assets) at end of year2019-12-31$64
Employer contributions (assets) at end of year2019-12-31$64
Employer contributions (assets) at beginning of year2019-12-31$1
Employer contributions (assets) at beginning of year2019-12-31$1
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,632,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,632,203
Contract administrator fees2019-12-31$46,010
Contract administrator fees2019-12-31$46,010
Liabilities. Value of benefit claims payable at end of year2019-12-31$641
Liabilities. Value of benefit claims payable at end of year2019-12-31$641
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LITTLE SHANEYFELT MARSHALL & CO
Accountancy firm name2019-12-31LITTLE SHANEYFELT MARSHALL & CO
Accountancy firm EIN2019-12-31710804806
Accountancy firm EIN2019-12-31710804806
2018 : BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$424
Total income from all sources (including contributions)2018-12-31$329,643
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,359,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,359,540
Expenses. Certain deemed distributions of participant loans2018-12-31$42
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$727,578
Value of total assets at end of year2018-12-31$6,499,213
Value of total assets at beginning of year2018-12-31$7,529,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$15,593
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$274,760
Participant contributions at end of year2018-12-31$301,094
Participant contributions at beginning of year2018-12-31$370,386
Participant contributions at end of year2018-12-31$2
Participant contributions at beginning of year2018-12-31$530
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$47,982
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,029,939
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,499,213
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,529,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,589,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,523,055
Interest on participant loans2018-12-31$15,593
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$608,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$635,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-413,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$404,836
Employer contributions (assets) at end of year2018-12-31$1
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,359,540
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LITTLE SHANEYFELT MARSHALL & CO
Accountancy firm EIN2018-12-31710804806
2017 : BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$424
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$1,602,722
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$497,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$492,896
Expenses. Certain deemed distributions of participant loans2017-12-31$4,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$759,751
Value of total assets at end of year2017-12-31$7,529,576
Value of total assets at beginning of year2017-12-31$6,423,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$15,352
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$311,031
Participant contributions at end of year2017-12-31$370,386
Participant contributions at beginning of year2017-12-31$311,438
Participant contributions at end of year2017-12-31$530
Participant contributions at beginning of year2017-12-31$527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,105,251
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,529,152
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,423,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,523,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,287,352
Interest on participant loans2017-12-31$15,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$635,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$824,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$827,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$448,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$492,896
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LITTLE SHANEYFELT MARSHALL & CO
Accountancy firm EIN2017-12-31710804806
2016 : BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$24
Total income from all sources (including contributions)2016-12-31$1,231,322
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$860,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$818,706
Value of total corrective distributions2016-12-31$2,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$813,617
Value of total assets at end of year2016-12-31$6,423,901
Value of total assets at beginning of year2016-12-31$6,053,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$39,347
Total interest from all sources2016-12-31$14,037
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$39,347
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$333,135
Participant contributions at end of year2016-12-31$311,438
Participant contributions at beginning of year2016-12-31$362,113
Participant contributions at end of year2016-12-31$527
Participant contributions at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$370,436
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,423,901
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,053,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,287,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,850,883
Value of interest in pooled separate accounts at end of year2016-12-31$824,584
Value of interest in pooled separate accounts at beginning of year2016-12-31$840,368
Interest on participant loans2016-12-31$14,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$403,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$480,482
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$818,706
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LITTLE SHANEYFELT MARSHALL & CO
Accountancy firm EIN2016-12-31710804806
2015 : BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$181
Total income from all sources (including contributions)2015-12-31$748,006
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,202,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,161,501
Value of total corrective distributions2015-12-31$4,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$765,951
Value of total assets at end of year2015-12-31$6,053,489
Value of total assets at beginning of year2015-12-31$6,508,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,232
Total interest from all sources2015-12-31$17,595
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$37,232
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$312,427
Participant contributions at end of year2015-12-31$362,113
Participant contributions at beginning of year2015-12-31$503,730
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$23
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$24
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-454,981
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,053,465
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,508,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,850,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,176,538
Value of interest in pooled separate accounts at end of year2015-12-31$840,368
Value of interest in pooled separate accounts at beginning of year2015-12-31$828,336
Interest on participant loans2015-12-31$17,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-35,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$451,629
Employer contributions (assets) at end of year2015-12-31$125
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,161,501
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LITTLE SHANEYFELT MARSHALL & CO
Accountancy firm EIN2015-12-31710804806
2014 : BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$26
Total income from all sources (including contributions)2014-12-31$1,137,371
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$926,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$873,326
Value of total corrective distributions2014-12-31$14,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$716,734
Value of total assets at end of year2014-12-31$6,508,627
Value of total assets at beginning of year2014-12-31$6,297,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$39,167
Total interest from all sources2014-12-31$19,413
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$296,504
Participant contributions at end of year2014-12-31$503,730
Participant contributions at beginning of year2014-12-31$461,798
Participant contributions at end of year2014-12-31$23
Participant contributions at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$26
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$210,877
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,508,446
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,297,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,176,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,920,661
Value of interest in pooled separate accounts at end of year2014-12-31$828,336
Value of interest in pooled separate accounts at beginning of year2014-12-31$914,420
Interest on participant loans2014-12-31$19,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$401,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$420,230
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$873,326
Contract administrator fees2014-12-31$39,167
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LITTLE SHANEYFELT MARSHALL & CO
Accountancy firm EIN2014-12-31710804806
2013 : BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$26
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$1,560,460
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$399,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$362,640
Value of total corrective distributions2013-12-31$2,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$826,503
Value of total assets at end of year2013-12-31$6,297,595
Value of total assets at beginning of year2013-12-31$5,136,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,403
Total interest from all sources2013-12-31$19,977
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$331,725
Participant contributions at end of year2013-12-31$461,798
Participant contributions at beginning of year2013-12-31$462,638
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$26
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,160,910
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,297,569
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,136,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,920,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,833,255
Value of interest in pooled separate accounts at end of year2013-12-31$914,420
Value of interest in pooled separate accounts at beginning of year2013-12-31$840,766
Interest on participant loans2013-12-31$19,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$713,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$490,545
Employer contributions (assets) at end of year2013-12-31$716
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$362,640
Contract administrator fees2013-12-31$34,403
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LITTLE SHANEYFELT MARSHALL & CO
Accountancy firm EIN2013-12-31710804806
2012 : BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$1,320,743
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$872,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$840,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$839,361
Value of total assets at end of year2012-12-31$5,136,659
Value of total assets at beginning of year2012-12-31$4,688,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,260
Total interest from all sources2012-12-31$17,516
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$334,110
Participant contributions at end of year2012-12-31$462,638
Participant contributions at beginning of year2012-12-31$340,307
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$11,381
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$447,823
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,136,659
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,688,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,674,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,320,319
Interest on participant loans2012-12-31$17,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$463,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$494,554
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$16,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$840,660
Contract administrator fees2012-12-31$32,260
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LITTLE SHANEYFELT MARSHALL & CO
Accountancy firm EIN2012-12-31710804806
2011 : BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$713,627
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$587,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$541,554
Value of total corrective distributions2011-12-31$7,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$777,071
Value of total assets at end of year2011-12-31$4,688,836
Value of total assets at beginning of year2011-12-31$4,562,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$38,612
Total interest from all sources2011-12-31$16,597
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$322,955
Participant contributions at end of year2011-12-31$340,307
Participant contributions at beginning of year2011-12-31$386,449
Participant contributions at end of year2011-12-31$11,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$126,089
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,688,836
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,562,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$4,320,319
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,790,173
Interest on participant loans2011-12-31$16,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$369,776
Net investment gain/loss from pooled separate accounts2011-12-31$-80,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$454,116
Employer contributions (assets) at end of year2011-12-31$16,829
Employer contributions (assets) at beginning of year2011-12-31$16,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$541,554
Contract administrator fees2011-12-31$38,612
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LITTLE SHANEYFELT MARSHALL & CO
Accountancy firm EIN2011-12-31710804806
2010 : BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,196,833
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$452,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$451,186
Value of total corrective distributions2010-12-31$861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$762,017
Value of total assets at end of year2010-12-31$4,562,747
Value of total assets at beginning of year2010-12-31$3,817,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$22,075
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$307,662
Participant contributions at end of year2010-12-31$386,449
Participant contributions at beginning of year2010-12-31$403,961
Participant contributions at beginning of year2010-12-31$169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$744,786
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,562,747
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,817,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,790,173
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,087,429
Interest on participant loans2010-12-31$22,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$369,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$326,402
Net investment gain/loss from pooled separate accounts2010-12-31$412,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$454,355
Employer contributions (assets) at end of year2010-12-31$16,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$451,186
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LITTLE SHANEYFELT MARSHALL & CO
Accountancy firm EIN2010-12-31710804806

Form 5500 Responses for BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN

2022: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BIRCH TREE COMMUNITIES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512117000
Policy instance 1
Insurance contract or identification number512117000
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512117000
Policy instance 1
Insurance contract or identification number512117000
Number of Individuals Covered200
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $1,682
Amount paid for insurance broker fees1682
Additional information about fees paid to insurance broker0
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512117-000
Policy instance 1
Insurance contract or identification number512117-000
Number of Individuals Covered200
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,229
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3229
Additional information about fees paid to insurance brokerDIST FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512117-000
Policy instance 1
Insurance contract or identification number512117-000
Number of Individuals Covered185
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,113
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3113
Additional information about fees paid to insurance brokerDIST FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512117-000
Policy instance 1
Insurance contract or identification number512117-000
Number of Individuals Covered239
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,443
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3443
Additional information about fees paid to insurance brokerDIST FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512117-000
Policy instance 1
Insurance contract or identification number512117-000
Number of Individuals Covered205
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $552
Total amount of fees paid to insurance companyUSD $3,277
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3277
Additional information about fees paid to insurance brokerDIST FEES
Insurance broker organization code?5
Insurance broker nameSUMMIT BROKERAGE SERVICES, INC.

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