401k Plan data: RETIREMENT SERVICES, INC. 401(K) PLAN plan

RETIREMENT SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan Name	RETIREMENT SERVICES, INC. 401(K) PLAN
Plan identification number	001

RETIREMENT SERVICES, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PRS MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: PRS MANAGEMENT, INC.

Employer identification number (EIN): 931328250

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

Additional information about PRS MANAGEMENT, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2001-09-21

Company Identification Number: 4123899

Legal Registered Office Address: 1 WEST MAIN STREET

MEDFORD
United States of America (USA)
97501

More information about PRS MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-10-01 BRIAN MCLEMORE
001 2012-10-01 BRIAN MCLEMORE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2013-10-01	BRIAN MCLEMORE
001	2012-10-01	BRIAN MCLEMORE

Plan Statistics for RETIREMENT SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for RETIREMENT SERVICES, INC. 401(K) PLAN

Measure Date Value
2013: RETIREMENT SERVICES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 112
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 111
Number of retired or separated participants receiving benefits 2013-10-01 5
Number of other retired or separated participants entitled to future benefits 2013-10-01 7
Total of all active and inactive participants 2013-10-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 123
Number of participants with account balances 2013-10-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: RETIREMENT SERVICES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 0
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 106
Number of retired or separated participants receiving benefits 2012-10-01 2
Number of other retired or separated participants entitled to future benefits 2012-10-01 4
Total of all active and inactive participants 2012-10-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 112
Number of participants with account balances 2012-10-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0

Measure	Date	Value
2013: RETIREMENT SERVICES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	112
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	111
Number of retired or separated participants receiving benefits	2013-10-01	5
Number of other retired or separated participants entitled to future benefits	2013-10-01	7
Total of all active and inactive participants	2013-10-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	123
Number of participants with account balances	2013-10-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: RETIREMENT SERVICES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	0
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	106
Number of retired or separated participants receiving benefits	2012-10-01	2
Number of other retired or separated participants entitled to future benefits	2012-10-01	4
Total of all active and inactive participants	2012-10-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	112
Number of participants with account balances	2012-10-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0

Financial Data on RETIREMENT SERVICES, INC. 401(K) PLAN

Measure	Date	Value
2014 : RETIREMENT SERVICES, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$1,686
Total income from all sources (including contributions)	2014-09-30	$3,977,025
Total loss/gain on sale of assets	2014-09-30	$0
Total of all expenses incurred	2014-09-30	$138,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-09-30	$126,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-09-30	$3,698,115
Value of total assets at end of year	2014-09-30	$5,020,912
Value of total assets at beginning of year	2014-09-30	$1,183,808
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-09-30	$11,728
Total interest from all sources	2014-09-30	$7,491
Total dividends received (eg from common stock, registered investment company shares)	2014-09-30	$115,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-09-30	$115,077
Was this plan covered by a fidelity bond	2014-09-30	Yes
Value of fidelity bond cover	2014-09-30	$500,000
If this is an individual account plan, was there a blackout period	2014-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-09-30	No
Contributions received from participants	2014-09-30	$711,734
Participant contributions at end of year	2014-09-30	$24,069
Participant contributions at beginning of year	2014-09-30	$7,411
Participant contributions at end of year	2014-09-30	$56,104
Participant contributions at beginning of year	2014-09-30	$70,806
Income. Received or receivable in cash from other sources (including rollovers)	2014-09-30	$2,645,332
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-09-30	$20
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-09-30	$1,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Value of net income/loss	2014-09-30	$3,838,790
Value of net assets at end of year (total assets less liabilities)	2014-09-30	$5,020,912
Value of net assets at beginning of year (total assets less liabilities)	2014-09-30	$1,182,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-09-30	No
Were any leases to which the plan was party in default or uncollectible	2014-09-30	No
Investment advisory and management fees	2014-09-30	$11,728
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-09-30	$4,546,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-09-30	$956,011
Interest on participant loans	2014-09-30	$788
Interest earned on other investments	2014-09-30	$6,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-09-30	$361,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-09-30	$90,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-09-30	$156,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-09-30	No
Was there a failure to transmit to the plan any participant contributions	2014-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2014-09-30	No
Contributions received in cash from employer	2014-09-30	$341,049
Employer contributions (assets) at end of year	2014-09-30	$32,831
Employer contributions (assets) at beginning of year	2014-09-30	$59,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-09-30	$126,507
Did the plan have assets held for investment	2014-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-09-30	Disclaimer
Accountancy firm name	2014-09-30	MOSS ADAMS
Accountancy firm EIN	2014-09-30	910189318
2013 : RETIREMENT SERVICES, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$1,686
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total income from all sources (including contributions)	2013-09-30	$1,191,504
Total loss/gain on sale of assets	2013-09-30	$0
Total of all expenses incurred	2013-09-30	$9,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-09-30	$8,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-09-30	$1,123,593
Value of total assets at end of year	2013-09-30	$1,183,808
Value of total assets at beginning of year	2013-09-30	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-09-30	$1,270
Total interest from all sources	2013-09-30	$842
Total dividends received (eg from common stock, registered investment company shares)	2013-09-30	$6,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-09-30	$6,549
Was this plan covered by a fidelity bond	2013-09-30	Yes
Value of fidelity bond cover	2013-09-30	$500,000
If this is an individual account plan, was there a blackout period	2013-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-09-30	No
Contributions received from participants	2013-09-30	$619,304
Participant contributions at end of year	2013-09-30	$7,411
Participant contributions at beginning of year	2013-09-30	$0
Participant contributions at end of year	2013-09-30	$70,806
Participant contributions at beginning of year	2013-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-09-30	$212,602
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-09-30	$1,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Value of net income/loss	2013-09-30	$1,182,122
Value of net assets at end of year (total assets less liabilities)	2013-09-30	$1,182,122
Value of net assets at beginning of year (total assets less liabilities)	2013-09-30	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-09-30	No
Were any leases to which the plan was party in default or uncollectible	2013-09-30	No
Investment advisory and management fees	2013-09-30	$1,270
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-09-30	$956,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-09-30	$0
Interest on participant loans	2013-09-30	$70
Interest earned on other investments	2013-09-30	$772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-09-30	$90,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-09-30	$60,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-09-30	No
Was there a failure to transmit to the plan any participant contributions	2013-09-30	No
Has the plan failed to provide any benefit when due under the plan	2013-09-30	No
Contributions received in cash from employer	2013-09-30	$291,687
Employer contributions (assets) at end of year	2013-09-30	$59,353
Employer contributions (assets) at beginning of year	2013-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-09-30	$8,112
Did the plan have assets held for investment	2013-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-09-30	Disclaimer
Accountancy firm name	2013-09-30	MOSS ADAMS
Accountancy firm EIN	2013-09-30	910189318

Form 5500 Responses for RETIREMENT SERVICES, INC. 401(K) PLAN

2013: RETIREMENT SERVICES, INC. 401(K) PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: RETIREMENT SERVICES, INC. 401(K) PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	First time form 5500 has been submitted	Yes
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PRS MANAGEMENT, INC.
Employer identification number (EIN):	931328250
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2001-09-21
Company Identification Number:	4123899
Legal Registered Office Address:	1 WEST MAIN STREET MEDFORD United States of America (USA) 97501