401k Plan data: MORNINGSIDE MINISTRIES 401(K) PLAN plan

MORNINGSIDE MINISTRIES 401(K) PLAN 401k Plan overview

Plan Name	MORNINGSIDE MINISTRIES 401(K) PLAN
Plan identification number	001

MORNINGSIDE MINISTRIES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

MORNINGSIDE MINISTRIES has sponsored the creation of one or more 401k plans.

Company Name: MORNINGSIDE MINISTRIES

Employer identification number (EIN): 741388420

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

Additional information about MORNINGSIDE MINISTRIES

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1959-09-08

Company Identification Number: 0015869001

Legal Registered Office Address: 137 W FRENCH PL

SAN ANTONIO
United States of America (USA)
78212

More information about MORNINGSIDE MINISTRIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MORNINGSIDE MINISTRIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 STEPHEN PEARCE STEPHEN PEARCE 2019-06-26
001 2017-01-01 JORDAN LOVELADY
001 2016-01-01 JOAN E DIXON
001 2015-01-01 JOAN E DIXON JOAN E DIXON 2016-10-04
001 2014-01-01 JOAN E. DIXON
001 2013-01-01 JOAN E. DIXON JOAN E. DIXON 2014-10-10
001 2012-01-01 JOAN E. DIXON
001 2011-01-01 JOAN E. DIXON
001 2009-01-01 JOAN DIXON

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	STEPHEN PEARCE	STEPHEN PEARCE	2019-06-26
001	2017-01-01	JORDAN LOVELADY
001	2016-01-01	JOAN E DIXON
001	2015-01-01	JOAN E DIXON	JOAN E DIXON	2016-10-04
001	2014-01-01	JOAN E. DIXON
001	2013-01-01	JOAN E. DIXON	JOAN E. DIXON	2014-10-10
001	2012-01-01	JOAN E. DIXON
001	2011-01-01	JOAN E. DIXON
001	2009-01-01	JOAN DIXON

Plan Statistics for MORNINGSIDE MINISTRIES 401(K) PLAN

401k plan membership statisitcs for MORNINGSIDE MINISTRIES 401(K) PLAN

Measure Date Value
2018: MORNINGSIDE MINISTRIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 743
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 516
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 115
Total of all active and inactive participants 2018-01-01 631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 631
Number of participants with account balances 2018-01-01 550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 80
2017: MORNINGSIDE MINISTRIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 797
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 665
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 109
Total of all active and inactive participants 2017-01-01 775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 775
Number of participants with account balances 2017-01-01 616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 81
2016: MORNINGSIDE MINISTRIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 847
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 784
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 117
Total of all active and inactive participants 2016-01-01 901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 901
Number of participants with account balances 2016-01-01 659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 76
2015: MORNINGSIDE MINISTRIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 775
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 743
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 96
Total of all active and inactive participants 2015-01-01 839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 839
Number of participants with account balances 2015-01-01 605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: MORNINGSIDE MINISTRIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 731
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 731
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 46
Total of all active and inactive participants 2014-01-01 777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 777
Number of participants with account balances 2014-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: MORNINGSIDE MINISTRIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 809
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 694
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 36
Total of all active and inactive participants 2013-01-01 730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 730
Number of participants with account balances 2013-01-01 231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 12
2012: MORNINGSIDE MINISTRIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 892
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 765
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 43
Total of all active and inactive participants 2012-01-01 809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 809
Number of participants with account balances 2012-01-01 282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 11
2011: MORNINGSIDE MINISTRIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 750
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 850
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 40
Total of all active and inactive participants 2011-01-01 892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 892
Number of participants with account balances 2011-01-01 332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 12
2009: MORNINGSIDE MINISTRIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 736
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 826
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 50
Total of all active and inactive participants 2009-01-01 877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 877
Number of participants with account balances 2009-01-01 340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 14

Measure	Date	Value
2018: MORNINGSIDE MINISTRIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	743
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	516
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	115
Total of all active and inactive participants	2018-01-01	631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	631
Number of participants with account balances	2018-01-01	550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	80
2017: MORNINGSIDE MINISTRIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	797
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	665
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	109
Total of all active and inactive participants	2017-01-01	775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	775
Number of participants with account balances	2017-01-01	616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	81
2016: MORNINGSIDE MINISTRIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	847
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	784
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	117
Total of all active and inactive participants	2016-01-01	901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	901
Number of participants with account balances	2016-01-01	659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	76
2015: MORNINGSIDE MINISTRIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	775
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	743
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	96
Total of all active and inactive participants	2015-01-01	839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	839
Number of participants with account balances	2015-01-01	605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: MORNINGSIDE MINISTRIES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	731
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	731
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	46
Total of all active and inactive participants	2014-01-01	777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	777
Number of participants with account balances	2014-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: MORNINGSIDE MINISTRIES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	809
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	694
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	36
Total of all active and inactive participants	2013-01-01	730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	730
Number of participants with account balances	2013-01-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	12
2012: MORNINGSIDE MINISTRIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	892
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	765
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	43
Total of all active and inactive participants	2012-01-01	809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	809
Number of participants with account balances	2012-01-01	282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	11
2011: MORNINGSIDE MINISTRIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	750
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	850
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	40
Total of all active and inactive participants	2011-01-01	892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	892
Number of participants with account balances	2011-01-01	332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	12
2009: MORNINGSIDE MINISTRIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	736
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	826
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	50
Total of all active and inactive participants	2009-01-01	877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	877
Number of participants with account balances	2009-01-01	340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	14

Financial Data on MORNINGSIDE MINISTRIES 401(K) PLAN

Measure	Date	Value
2018 : MORNINGSIDE MINISTRIES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$560,097
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,997,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,896,652
Expenses. Certain deemed distributions of participant loans	2018-12-31	$4,174
Value of total corrective distributions	2018-12-31	$11,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$847,819
Value of total assets at end of year	2018-12-31	$7,104,234
Value of total assets at beginning of year	2018-12-31	$8,541,197
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$85,057
Total interest from all sources	2018-12-31	$15,670
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$250,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$250,451
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$717,504
Participant contributions at end of year	2018-12-31	$251,803
Participant contributions at beginning of year	2018-12-31	$345,216
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$19,669
Other income not declared elsewhere	2018-12-31	$17,837
Administrative expenses (other) incurred	2018-12-31	$85,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,436,963
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,104,234
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,541,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,274,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,751,448
Interest on participant loans	2018-12-31	$15,670
Value of interest in common/collective trusts at end of year	2018-12-31	$1,577,462
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,444,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-619,412
Net investment gain or loss from common/collective trusts	2018-12-31	$47,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$110,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,896,652
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : MORNINGSIDE MINISTRIES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,038,537
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,312,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,214,639
Expenses. Certain deemed distributions of participant loans	2017-12-31	$3,697
Value of total corrective distributions	2017-12-31	$9,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$920,106
Value of total assets at end of year	2017-12-31	$8,541,197
Value of total assets at beginning of year	2017-12-31	$7,814,913
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$84,291
Total interest from all sources	2017-12-31	$14,644
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$187,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$187,947
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$800,528
Participant contributions at end of year	2017-12-31	$345,216
Participant contributions at beginning of year	2017-12-31	$230,625
Administrative expenses (other) incurred	2017-12-31	$84,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$726,284
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,541,197
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,814,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,751,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,146,550
Interest on participant loans	2017-12-31	$14,644
Value of interest in common/collective trusts at end of year	2017-12-31	$1,444,533
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,437,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$878,471
Net investment gain or loss from common/collective trusts	2017-12-31	$37,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$119,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,214,639
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : MORNINGSIDE MINISTRIES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,775,670
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$521,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$393,456
Expenses. Certain deemed distributions of participant loans	2016-12-31	$6,717
Value of total corrective distributions	2016-12-31	$20,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,210,836
Value of total assets at end of year	2016-12-31	$7,814,913
Value of total assets at beginning of year	2016-12-31	$6,560,893
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$100,951
Total interest from all sources	2016-12-31	$10,666
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$132,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$132,586
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$792,689
Participant contributions at end of year	2016-12-31	$230,625
Participant contributions at beginning of year	2016-12-31	$214,793
Other income not declared elsewhere	2016-12-31	$8,471
Administrative expenses (other) incurred	2016-12-31	$100,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,254,020
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,814,913
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,560,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,146,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,063,264
Interest on participant loans	2016-12-31	$10,666
Value of interest in common/collective trusts at end of year	2016-12-31	$1,437,738
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,282,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$367,680
Net investment gain or loss from common/collective trusts	2016-12-31	$45,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$418,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$393,456
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : MORNINGSIDE MINISTRIES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$772,499
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$556,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$440,255
Expenses. Certain deemed distributions of participant loans	2015-12-31	$464
Value of total corrective distributions	2015-12-31	$40,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$822,127
Value of total assets at end of year	2015-12-31	$6,574,899
Value of total assets at beginning of year	2015-12-31	$6,358,474
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$75,009
Total interest from all sources	2015-12-31	$11,941
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$147,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$147,506
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$700,027
Participant contributions at end of year	2015-12-31	$214,793
Participant contributions at beginning of year	2015-12-31	$235,867
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$22,236
Other income not declared elsewhere	2015-12-31	$2,975
Administrative expenses (other) incurred	2015-12-31	$75,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$216,425
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,574,899
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,358,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,063,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,728,731
Interest on participant loans	2015-12-31	$11,941
Value of interest in common/collective trusts at end of year	2015-12-31	$1,296,842
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,393,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-241,207
Net investment gain or loss from common/collective trusts	2015-12-31	$29,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$99,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$440,255
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MUELLER PROST LC
Accountancy firm EIN	2015-12-31	431594752
2014 : MORNINGSIDE MINISTRIES 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$890,114
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$955,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$896,724
Expenses. Certain deemed distributions of participant loans	2014-12-31	$9,213
Value of total corrective distributions	2014-12-31	$32,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$547,091
Value of total assets at end of year	2014-12-31	$6,358,474
Value of total assets at beginning of year	2014-12-31	$6,423,467
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$16,445
Total interest from all sources	2014-12-31	$13,435
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$250,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$250,865
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$423,360
Participant contributions at end of year	2014-12-31	$235,867
Participant contributions at beginning of year	2014-12-31	$273,177
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$17,814
Other income not declared elsewhere	2014-12-31	$256
Administrative expenses (other) incurred	2014-12-31	$16,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-64,993
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,358,474
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,423,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,728,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,646,123
Interest on participant loans	2014-12-31	$13,435
Value of interest in common/collective trusts at end of year	2014-12-31	$1,393,876
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,504,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$77,062
Net investment gain or loss from common/collective trusts	2014-12-31	$1,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$105,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$896,724
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MUELLER PROST LC
Accountancy firm EIN	2014-12-31	431594752
2013 : MORNINGSIDE MINISTRIES 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,446,735
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,523,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,485,095
Expenses. Certain deemed distributions of participant loans	2013-12-31	$2,003
Value of total corrective distributions	2013-12-31	$15,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$419,533
Value of total assets at end of year	2013-12-31	$6,423,467
Value of total assets at beginning of year	2013-12-31	$6,499,750
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$20,579
Total interest from all sources	2013-12-31	$12,351
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$149,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$149,000
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$419,497
Participant contributions at end of year	2013-12-31	$273,177
Participant contributions at beginning of year	2013-12-31	$248,927
Other income not declared elsewhere	2013-12-31	$409
Administrative expenses (other) incurred	2013-12-31	$20,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-76,283
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,423,467
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,499,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,646,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,368,643
Interest on participant loans	2013-12-31	$12,351
Value of interest in common/collective trusts at end of year	2013-12-31	$1,504,167
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,882,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$858,896
Net investment gain or loss from common/collective trusts	2013-12-31	$6,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$36
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,485,095
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PAUL J. FITZGERALD, P.C.
Accountancy firm EIN	2013-12-31	742969628
2012 : MORNINGSIDE MINISTRIES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,195,806
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,018,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$981,465
Expenses. Certain deemed distributions of participant loans	2012-12-31	$1,761
Value of total corrective distributions	2012-12-31	$14,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$677,300
Value of total assets at end of year	2012-12-31	$6,499,750
Value of total assets at beginning of year	2012-12-31	$6,322,557
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$20,511
Total interest from all sources	2012-12-31	$11,950
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$143,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$143,239
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$528,938
Participant contributions at end of year	2012-12-31	$248,927
Participant contributions at beginning of year	2012-12-31	$290,979
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$7,713
Other income not declared elsewhere	2012-12-31	$55
Administrative expenses (other) incurred	2012-12-31	$20,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$177,193
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,499,750
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,322,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,368,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,999,417
Interest on participant loans	2012-12-31	$11,950
Value of interest in common/collective trusts at end of year	2012-12-31	$1,882,180
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,032,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$345,206
Net investment gain or loss from common/collective trusts	2012-12-31	$18,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$140,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$981,465
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PAUL J. FITZGERALD, P.C.
Accountancy firm EIN	2012-12-31	742969628
2011 : MORNINGSIDE MINISTRIES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$523,322
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$643,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$593,307
Expenses. Certain deemed distributions of participant loans	2011-12-31	$7,107
Value of total corrective distributions	2011-12-31	$22,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$550,968
Value of total assets at end of year	2011-12-31	$6,322,557
Value of total assets at beginning of year	2011-12-31	$6,442,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$20,727
Total interest from all sources	2011-12-31	$12,089
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$94,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$94,306
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$544,205
Participant contributions at end of year	2011-12-31	$290,979
Participant contributions at beginning of year	2011-12-31	$310,929
Administrative expenses (other) incurred	2011-12-31	$20,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-120,296
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,322,557
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,442,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,999,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,208,465
Interest on participant loans	2011-12-31	$12,089
Value of interest in common/collective trusts at end of year	2011-12-31	$2,032,161
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,923,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-188,742
Net investment gain or loss from common/collective trusts	2011-12-31	$54,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$6,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$593,307
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PAUL J. FITZGERALD, P.C.
Accountancy firm EIN	2011-12-31	742969628
2010 : MORNINGSIDE MINISTRIES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,388,505
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,023,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$989,290
Expenses. Certain deemed distributions of participant loans	2010-12-31	$6,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$852,145
Value of total assets at end of year	2010-12-31	$6,442,853
Value of total assets at beginning of year	2010-12-31	$6,077,973
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$27,605
Total interest from all sources	2010-12-31	$14,016
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$41,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$41,476
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$516,949
Participant contributions at end of year	2010-12-31	$310,929
Participant contributions at beginning of year	2010-12-31	$372,651
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$11,162
Other income not declared elsewhere	2010-12-31	$8,577
Administrative expenses (other) incurred	2010-12-31	$27,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$364,880
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,442,853
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,077,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,208,465
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$3,768,263
Interest on participant loans	2010-12-31	$14,016
Value of interest in common/collective trusts at end of year	2010-12-31	$1,923,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,937,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$460,934
Net investment gain or loss from common/collective trusts	2010-12-31	$11,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$324,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$989,290
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PAUL J. FITZGERALD, P.C.
Accountancy firm EIN	2010-12-31	742969628
2009 : MORNINGSIDE MINISTRIES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MORNINGSIDE MINISTRIES 401(K) PLAN

2018: MORNINGSIDE MINISTRIES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MORNINGSIDE MINISTRIES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MORNINGSIDE MINISTRIES 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MORNINGSIDE MINISTRIES 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MORNINGSIDE MINISTRIES 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MORNINGSIDE MINISTRIES 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MORNINGSIDE MINISTRIES 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MORNINGSIDE MINISTRIES 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MORNINGSIDE MINISTRIES 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

801622

Policy instance

Insurance contract or identification number	801622
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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?	Yes

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Company Name:	MORNINGSIDE MINISTRIES
Employer identification number (EIN):	741388420
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1959-09-08
Company Identification Number:	0015869001
Legal Registered Office Address:	137 W FRENCH PL SAN ANTONIO United States of America (USA) 78212