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TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan NameTOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN
Plan identification number 001

TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN Benefits

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

TOUCHMARK LIVING CENTERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:TOUCHMARK LIVING CENTERS, INC.
Employer identification number (EIN):930770126
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about TOUCHMARK LIVING CENTERS, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1980-11-10
Company Identification Number: 14857817
Legal Registered Office Address: 5150 SW GRIFFITH DR

BEAVERTON
United States of America (USA)
97005

More information about TOUCHMARK LIVING CENTERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEPHEN P. BLACK
0012016-01-01THOMAS MOE THOMAS MOE2017-10-12
0012015-01-01THOMAS MOE THOMAS MOE2016-10-17
0012014-01-01THOMAS MOE THOMAS MOE2015-10-15
0012012-01-01THOMAS MOE THOMAS MOE2013-12-19
0012011-01-01THOMAS MOE THOMAS MOE2012-10-03
0012009-01-01THOMAS J MOE THOMAS J MOE2010-08-16

Plan Statistics for TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN

401k plan membership statisitcs for TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN

Measure Date Value
2022: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,234
Total number of active participants reported on line 7a of the Form 55002022-01-011,702
Number of retired or separated participants receiving benefits2022-01-0114
Number of other retired or separated participants entitled to future benefits2022-01-01305
Total of all active and inactive participants2022-01-012,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-012,022
Number of participants with account balances2022-01-011,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01239
2021: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,031
Total number of active participants reported on line 7a of the Form 55002021-01-011,447
Number of retired or separated participants receiving benefits2021-01-0121
Number of other retired or separated participants entitled to future benefits2021-01-01691
Total of all active and inactive participants2021-01-012,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,159
Number of participants with account balances2021-01-011,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01287
2020: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,121
Total number of active participants reported on line 7a of the Form 55002020-01-012,630
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-01327
Total of all active and inactive participants2020-01-012,963
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,963
Number of participants with account balances2020-01-011,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0148
2019: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,781
Total number of active participants reported on line 7a of the Form 55002019-01-011,694
Number of retired or separated participants receiving benefits2019-01-0128
Number of other retired or separated participants entitled to future benefits2019-01-01321
Total of all active and inactive participants2019-01-012,043
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,043
Number of participants with account balances2019-01-011,132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01229
2018: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,796
Total number of active participants reported on line 7a of the Form 55002018-01-011,536
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-01154
Total of all active and inactive participants2018-01-011,699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,699
Number of participants with account balances2018-01-01837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01112
2017: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,528
Total number of active participants reported on line 7a of the Form 55002017-01-011,637
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01102
Total of all active and inactive participants2017-01-011,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,742
Number of participants with account balances2017-01-01566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0136
2016: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,427
Total number of active participants reported on line 7a of the Form 55002016-01-011,385
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-011,466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,466
Number of participants with account balances2016-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0125
2015: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,249
Total number of active participants reported on line 7a of the Form 55002015-01-011,290
Number of other retired or separated participants entitled to future benefits2015-01-0195
Total of all active and inactive participants2015-01-011,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,386
Number of participants with account balances2015-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0131
2014: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,225
Total number of active participants reported on line 7a of the Form 55002014-01-011,132
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01117
Total of all active and inactive participants2014-01-011,249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,249
Number of participants with account balances2014-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2012: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,076
Total number of active participants reported on line 7a of the Form 55002012-01-011,090
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0195
Total of all active and inactive participants2012-01-011,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,185
Number of participants with account balances2012-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,458
Total number of active participants reported on line 7a of the Form 55002011-01-01939
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01137
Total of all active and inactive participants2011-01-011,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,076
Number of participants with account balances2011-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0120
2009: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,201
Total number of active participants reported on line 7a of the Form 55002009-01-011,150
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01187
Total of all active and inactive participants2009-01-011,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,337
Number of participants with account balances2009-01-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01111

Financial Data on TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN

Measure Date Value
2022 : TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,097,469
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,168,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,930,023
Value of total corrective distributions2022-12-31$76,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,828,176
Value of total assets at end of year2022-12-31$30,150,447
Value of total assets at beginning of year2022-12-31$34,416,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$161,670
Total interest from all sources2022-12-31$7,443
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,063,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,063,207
Administrative expenses professional fees incurred2022-12-31$9,553
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$600,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,395,535
Participant contributions at end of year2022-12-31$213,419
Participant contributions at beginning of year2022-12-31$126,320
Assets. Other investments not covered elsewhere at end of year2022-12-31$940,408
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,221,206
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$252,540
Other income not declared elsewhere2022-12-31$-289,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,266,088
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,150,447
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$34,416,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,996,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$33,069,009
Interest on participant loans2022-12-31$7,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,707,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,180,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,930,023
Contract administrator fees2022-12-31$152,117
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HANSEN, HUNTER & CO P.C.
Accountancy firm EIN2022-12-31930891763
2021 : TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,322,077
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,211,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,964,092
Value of total corrective distributions2021-12-31$91,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,208,564
Value of total assets at end of year2021-12-31$34,416,535
Value of total assets at beginning of year2021-12-31$28,305,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$155,895
Total interest from all sources2021-12-31$8,261
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,111,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,111,097
Administrative expenses professional fees incurred2021-12-31$155,895
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$600,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,996,831
Participant contributions at end of year2021-12-31$126,320
Participant contributions at beginning of year2021-12-31$174,988
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,221,206
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$873,317
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$163,869
Other income not declared elsewhere2021-12-31$223,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,111,011
Value of net assets at end of year (total assets less liabilities)2021-12-31$34,416,535
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,305,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$33,069,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,257,219
Interest on participant loans2021-12-31$8,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,770,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,047,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,964,092
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HANSEN, HUNTER & CO P.C.
Accountancy firm EIN2021-12-31930891763
2020 : TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,930,200
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,183,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,000,465
Value of total corrective distributions2020-12-31$89,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,929,564
Value of total assets at end of year2020-12-31$28,305,524
Value of total assets at beginning of year2020-12-31$22,558,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$93,483
Total interest from all sources2020-12-31$11,971
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$715,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$715,938
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$600,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,803,763
Participant contributions at end of year2020-12-31$174,988
Participant contributions at beginning of year2020-12-31$181,432
Assets. Other investments not covered elsewhere at end of year2020-12-31$873,317
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$546,701
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$131,690
Other income not declared elsewhere2020-12-31$393,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,747,115
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,305,524
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,558,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,257,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,830,276
Interest on participant loans2020-12-31$11,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,879,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$994,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,000,465
Contract administrator fees2020-12-31$93,483
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HANSEN HUNTER & CO P.C.
Accountancy firm EIN2020-12-31930891763
2019 : TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,765,471
Total income from all sources (including contributions)2019-12-31$7,765,471
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,645,541
Total of all expenses incurred2019-12-31$3,645,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,461,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,461,928
Value of total corrective distributions2019-12-31$86,868
Value of total corrective distributions2019-12-31$86,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,852,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,852,723
Value of total assets at end of year2019-12-31$22,558,409
Value of total assets at end of year2019-12-31$22,558,409
Value of total assets at beginning of year2019-12-31$18,438,479
Value of total assets at beginning of year2019-12-31$18,438,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$96,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$96,745
Total interest from all sources2019-12-31$11,048
Total interest from all sources2019-12-31$11,048
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$940,834
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$940,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$940,834
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$940,834
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$600,000
Value of fidelity bond cover2019-12-31$600,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,674,562
Contributions received from participants2019-12-31$2,674,562
Participant contributions at end of year2019-12-31$181,432
Participant contributions at end of year2019-12-31$181,432
Participant contributions at beginning of year2019-12-31$167,476
Participant contributions at beginning of year2019-12-31$167,476
Assets. Other investments not covered elsewhere at end of year2019-12-31$546,701
Assets. Other investments not covered elsewhere at end of year2019-12-31$546,701
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$460,986
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$460,986
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$258,972
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$258,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,119,930
Value of net income/loss2019-12-31$4,119,930
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,558,409
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,438,479
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,438,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,830,276
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,830,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,810,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,810,017
Interest on participant loans2019-12-31$11,048
Interest on participant loans2019-12-31$11,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,960,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,960,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$919,189
Contributions received in cash from employer2019-12-31$919,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,461,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,461,928
Contract administrator fees2019-12-31$96,745
Contract administrator fees2019-12-31$96,745
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HANSEN HUNTER & CO P.C.
Accountancy firm name2019-12-31HANSEN HUNTER & CO P.C.
Accountancy firm EIN2019-12-31930891763
Accountancy firm EIN2019-12-31930891763
2018 : TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,854,105
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,132,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,930,088
Value of total corrective distributions2018-12-31$125,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,856,410
Value of total assets at end of year2018-12-31$18,438,479
Value of total assets at beginning of year2018-12-31$18,716,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$76,657
Total interest from all sources2018-12-31$13,032
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$708,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$708,822
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$600,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,058,937
Participant contributions at end of year2018-12-31$167,476
Participant contributions at beginning of year2018-12-31$162,891
Assets. Other investments not covered elsewhere at end of year2018-12-31$460,986
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$522,564
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$38,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-278,035
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,438,479
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,716,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,810,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,031,059
Interest on participant loans2018-12-31$13,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,724,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$758,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,930,088
Contract administrator fees2018-12-31$76,657
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HANSEN HUNTER & CO P.C.
Accountancy firm EIN2018-12-31930891763
2017 : TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$4,819,451
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,036,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$892,122
Value of total corrective distributions2017-12-31$88,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,116,693
Value of total assets at end of year2017-12-31$18,716,514
Value of total assets at beginning of year2017-12-31$14,933,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$55,137
Total interest from all sources2017-12-31$6,174
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$433,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$433,451
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$600,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,515,921
Participant contributions at end of year2017-12-31$162,891
Participant contributions at beginning of year2017-12-31$91,109
Assets. Other investments not covered elsewhere at end of year2017-12-31$522,564
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$434,966
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$57,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,783,280
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,716,514
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,933,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,031,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,407,159
Interest on participant loans2017-12-31$6,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,263,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$543,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$892,122
Contract administrator fees2017-12-31$55,137
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HANSEN HUNTER & CO P.C.
Accountancy firm EIN2017-12-31930891763
2016 : TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,854,785
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$952,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$811,455
Value of total corrective distributions2016-12-31$91,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,773,650
Value of total assets at end of year2016-12-31$14,933,234
Value of total assets at beginning of year2016-12-31$13,030,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,246
Total interest from all sources2016-12-31$6,272
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$500,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$500,528
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$600,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,293,117
Participant contributions at end of year2016-12-31$91,109
Participant contributions at beginning of year2016-12-31$134,035
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$43,264
Assets. Other investments not covered elsewhere at end of year2016-12-31$434,966
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$406,199
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$19,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,902,313
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,933,234
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,030,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,407,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,432,723
Interest on participant loans2016-12-31$6,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$574,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$460,757
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$14,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$811,455
Contract administrator fees2016-12-31$49,246
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HANSEN HUNTER & CO P.C.
Accountancy firm EIN2016-12-31930891763
2015 : TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,507,866
Total of all expenses incurred2015-12-31$1,191,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,135,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,539,982
Value of total assets at end of year2015-12-31$13,030,921
Value of total assets at beginning of year2015-12-31$12,714,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$56,501
Total interest from all sources2015-12-31$7,431
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$455,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$455,237
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$600,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,101,279
Participant contributions at end of year2015-12-31$134,035
Participant contributions at beginning of year2015-12-31$138,740
Participant contributions at end of year2015-12-31$43,264
Assets. Other investments not covered elsewhere at end of year2015-12-31$406,199
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$454,871
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$35,513
Other income not declared elsewhere2015-12-31$-494,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$316,341
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,030,921
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,714,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,432,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,120,969
Interest on participant loans2015-12-31$7,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$403,190
Employer contributions (assets) at end of year2015-12-31$14,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,135,024
Contract administrator fees2015-12-31$56,501
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HANSEN HUNTER & CO P.C.
Accountancy firm EIN2015-12-31930891763
2014 : TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,114,885
Total of all expenses incurred2014-12-31$844,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$737,609
Expenses. Certain deemed distributions of participant loans2014-12-31$71,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,272,673
Value of total assets at end of year2014-12-31$12,714,580
Value of total assets at beginning of year2014-12-31$11,444,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,357
Total interest from all sources2014-12-31$6,295
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$340,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$340,465
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$600,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$925,328
Participant contributions at end of year2014-12-31$138,740
Participant contributions at beginning of year2014-12-31$129,726
Assets. Other investments not covered elsewhere at end of year2014-12-31$454,871
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$490,142
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,270,477
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,714,580
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,444,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$35,357
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,120,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,813,141
Interest on participant loans2014-12-31$6,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$495,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$344,989
Employer contributions (assets) at beginning of year2014-12-31$11,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$737,609
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HANSEN HUNTER & CO P.C.
Accountancy firm EIN2014-12-31930891763
2013 : TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$67
Total income from all sources (including contributions)2013-12-31$2,837,573
Total of all expenses incurred2013-12-31$979,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$875,342
Expenses. Certain deemed distributions of participant loans2013-12-31$10,547
Value of total corrective distributions2013-12-31$53,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,247,235
Value of total assets at end of year2013-12-31$11,444,103
Value of total assets at beginning of year2013-12-31$9,585,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,037
Total interest from all sources2013-12-31$6,192
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$239,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$239,493
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$600,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$894,153
Participant contributions at end of year2013-12-31$129,726
Participant contributions at beginning of year2013-12-31$136,415
Participant contributions at beginning of year2013-12-31$556
Assets. Other investments not covered elsewhere at end of year2013-12-31$490,142
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$105,766
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$38,326
Other income not declared elsewhere2013-12-31$34,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,858,500
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,444,103
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,585,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$40,037
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,813,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,335,451
Interest on participant loans2013-12-31$6,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,310,529
Net investment gain or loss from common/collective trusts2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$314,756
Employer contributions (assets) at end of year2013-12-31$11,094
Employer contributions (assets) at beginning of year2013-12-31$250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$875,342
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$67
Did the plan have assets held for investment2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HANSEN HUNTER & CO P.C.
Accountancy firm EIN2013-12-31930891763
2012 : TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$67
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5
Total income from all sources (including contributions)2012-12-31$2,047,353
Total of all expenses incurred2012-12-31$812,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$739,251
Value of total corrective distributions2012-12-31$5,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,120,414
Value of total assets at end of year2012-12-31$9,585,670
Value of total assets at beginning of year2012-12-31$8,350,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$67,151
Total interest from all sources2012-12-31$6,200
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$141,484
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$141,484
Administrative expenses professional fees incurred2012-12-31$9,880
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$600,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$841,417
Participant contributions at end of year2012-12-31$136,415
Participant contributions at beginning of year2012-12-31$84,686
Participant contributions at end of year2012-12-31$556
Participant contributions at beginning of year2012-12-31$271
Assets. Other investments not covered elsewhere at end of year2012-12-31$105,766
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$50,002
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,604
Other income not declared elsewhere2012-12-31$-996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,235,079
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,585,603
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,350,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,335,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,215,565
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$6,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$7,232
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$780,251
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$276,393
Employer contributions (assets) at end of year2012-12-31$250
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$739,251
Contract administrator fees2012-12-31$57,271
Liabilities. Value of benefit claims payable at end of year2012-12-31$67
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$5
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HANSEN HUNTER & CO P.C.
Accountancy firm EIN2012-12-31930891763
2011 : TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5
Total income from all sources (including contributions)2011-12-31$758,800
Total of all expenses incurred2011-12-31$815,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$757,521
Value of total corrective distributions2011-12-31$7,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$777,834
Value of total assets at end of year2011-12-31$8,350,529
Value of total assets at beginning of year2011-12-31$8,406,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$50,042
Total interest from all sources2011-12-31$13,240
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$107,331
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$107,331
Administrative expenses professional fees incurred2011-12-31$12,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$600,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$721,153
Participant contributions at end of year2011-12-31$84,686
Participant contributions at beginning of year2011-12-31$92,897
Participant contributions at end of year2011-12-31$271
Participant contributions at beginning of year2011-12-31$978
Assets. Other investments not covered elsewhere at end of year2011-12-31$50,002
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$52,082
Other income not declared elsewhere2011-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-56,287
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,350,524
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,406,811
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$8,215,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$167,343
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,581,364
Interest on participant loans2011-12-31$6,593
Interest earned on other investments2011-12-31$6,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$564,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-409,132
Net investment gain/loss from pooled separate accounts2011-12-31$269,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$757,521
Contract administrator fees2011-12-31$37,542
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Liabilities. Value of benefit claims payable at end of year2011-12-31$5
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 name2011-12-31HANSEN HUNTER & CO P.C.
Accountancy firm EIN2011-12-31930891763
2010 : TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$1,544,968
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$858,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$810,030
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$7,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$686,497
Value of total assets at end of year2010-12-31$8,406,811
Value of total assets at beginning of year2010-12-31$7,720,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$41,290
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$18,951
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$11,500
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$600,000
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
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$686,497
Participant contributions at end of year2010-12-31$92,897
Participant contributions at beginning of year2010-12-31$125,525
Participant contributions at end of year2010-12-31$978
Participant contributions at beginning of year2010-12-31$307
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$5,763
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$-854
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$686,190
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,406,811
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,720,621
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
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 year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$167,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$184,482
Value of interest in pooled separate accounts at end of year2010-12-31$7,581,364
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,896,932
Interest on participant loans2010-12-31$9,381
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$9,570
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$564,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$513,375
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$29,199
Net investment gain/loss from pooled separate accounts2010-12-31$811,175
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$804,267
Contract administrator fees2010-12-31$29,790
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31HANSEN HUNTER & CO P.C.
Accountancy firm EIN2010-12-31930891763

Form 5500 Responses for TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN

2022: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2012: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TOUCHMARK LIVING CENTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number382042
Policy instance 1
Insurance contract or identification number382042
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-06-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number382042
Policy instance 1
Insurance contract or identification number382042
Number of Individuals Covered1458
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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