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ANDERSON COMMUNITIES 401(K) PLAN 401k Plan overview

Plan NameANDERSON COMMUNITIES 401(K) PLAN
Plan identification number 001

ANDERSON COMMUNITIES 401(K) 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ANDERSON NURSING HOME LLC has sponsored the creation of one or more 401k plans.

Company Name:ANDERSON NURSING HOME LLC
Employer identification number (EIN):912153941
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANDERSON COMMUNITIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01JACOB SCHAEFER2018-10-15 JACOB SCHAEFER2018-10-15
0012016-01-01GREGORY FICEK2017-10-16 GREGORY FICEK2017-10-16
0012015-01-01ANGELA CERNA2016-09-01 ANGELA CERNA2016-09-01
0012014-01-01JACOB SCHAEFER2015-10-14 JACOB SCHAEFER2015-10-14
0012013-01-01GREGORY FICEK2014-10-07 JACOB SCHAEFER2014-10-08
0012012-01-01LARRY ANDERSONII LARRY ANDERSONII2013-10-15
0012011-01-01ROB MATIKO
0012009-01-01ROB MATIKO

Plan Statistics for ANDERSON COMMUNITIES 401(K) PLAN

401k plan membership statisitcs for ANDERSON COMMUNITIES 401(K) PLAN

Measure Date Value
2012: ANDERSON COMMUNITIES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01194
Total number of active participants reported on line 7a of the Form 55002012-01-01235
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01236
Number of participants with account balances2012-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ANDERSON COMMUNITIES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01113
Total number of active participants reported on line 7a of the Form 55002011-01-01159
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01165
Number of participants with account balances2011-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ANDERSON COMMUNITIES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01139
Total number of active participants reported on line 7a of the Form 55002009-01-01137
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01139
Number of participants with account balances2009-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ANDERSON COMMUNITIES 401(K) PLAN

Measure Date Value
2012 : ANDERSON COMMUNITIES 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$124,624
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$14,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,185
Expenses. Certain deemed distributions of participant loans2012-12-31$10,104
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$40,331
Value of total assets at end of year2012-12-31$663,511
Value of total assets at beginning of year2012-12-31$553,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,085
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$452
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
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$40,214
Participant contributions at end of year2012-12-31$6,802
Participant contributions at beginning of year2012-12-31$9,871
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$117
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$10,000
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$110,250
Value of net assets at end of year (total assets less liabilities)2012-12-31$663,511
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$553,261
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$309,529
Value of interest in pooled separate accounts at end of year2012-12-31$656,709
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$440
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$165,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$68,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$68,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$12
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$28,674
Net investment gain/loss from pooled separate accounts2012-12-31$26,315
Net investment gain or loss from common/collective trusts2012-12-31$18,852
Net gain/loss from 103.12 investment entities2012-12-31$0
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$0
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,185
Contract administrator fees2012-12-31$2,085
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31COOK & COMPANY, PLLC
Accountancy firm EIN2012-12-31462400269
2011 : ANDERSON COMMUNITIES 401(K) 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$19,744
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$36,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$35,150
Expenses. Certain deemed distributions of participant loans2011-12-31$1,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$38,172
Value of total assets at end of year2011-12-31$553,261
Value of total assets at beginning of year2011-12-31$570,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,724
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$5,959
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$58,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$38,172
Participant contributions at end of year2011-12-31$9,871
Participant contributions at beginning of year2011-12-31$3,099
Other income not declared elsewhere2011-12-31$18
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-16,939
Value of net assets at end of year (total assets less liabilities)2011-12-31$553,261
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$570,200
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$309,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$318,748
Interest on participant loans2011-12-31$1,724
Value of interest in common/collective trusts at end of year2011-12-31$165,541
Value of interest in common/collective trusts at beginning of year2011-12-31$186,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$68,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$61,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$61,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-27,005
Net investment gain or loss from common/collective trusts2011-12-31$876
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$35,150
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 name2011-12-31COOK & COMPANY, PS
Accountancy firm EIN2011-12-31911628362
2010 : ANDERSON COMMUNITIES 401(K) 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$109,610
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,423
Expenses. Certain deemed distributions of participant loans2010-12-31$1,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$41,848
Value of total assets at end of year2010-12-31$570,200
Value of total assets at beginning of year2010-12-31$464,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,684
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,589
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$47,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$41,848
Participant contributions at end of year2010-12-31$3,099
Participant contributions at beginning of year2010-12-31$4,009
Other income not declared elsewhere2010-12-31$135
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$105,796
Value of net assets at end of year (total assets less liabilities)2010-12-31$570,200
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$464,404
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$318,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$254,282
Interest on participant loans2010-12-31$1,684
Value of interest in common/collective trusts at end of year2010-12-31$186,899
Value of interest in common/collective trusts at beginning of year2010-12-31$151,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$61,454
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$54,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$54,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$36,910
Net investment gain or loss from common/collective trusts2010-12-31$25,444
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,423
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 name2010-12-31COOK & COMPANY, PS
Accountancy firm EIN2010-12-31911628362
2009 : ANDERSON COMMUNITIES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ANDERSON COMMUNITIES 401(K) PLAN

2012: ANDERSON COMMUNITIES 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: ANDERSON COMMUNITIES 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ANDERSON COMMUNITIES 401(K) 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number523451
Policy instance 1

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