401k Plan data: BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN plan

BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN 401k Plan overview

Plan Name	BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN
Plan identification number	003

BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

BAYWOOD COURT has sponsored the creation of one or more 401k plans.

Company Name: BAYWOOD COURT

Employer identification number (EIN): 942940176

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

Additional information about BAYWOOD COURT

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1248516

More information about BAYWOOD COURT

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2014-07-01 BRUCE UDELF 2015-10-19 BRUCE UDELF 2015-10-19
003 2013-07-01 BRUCE UDELF 2015-03-12 BRUCE UDELF 2015-03-12
003 2012-07-01 BRUCE UDELF 2014-03-11 BRUCE UDELF 2014-03-11
003 2011-07-01 BRUCE UDELF BRUCE UDELF 2013-02-15
003 2010-07-01 KELLY WIEST KELLY WIEST 2012-03-05
003 2009-07-01 KELLY WIEST KELLY WIEST 2012-03-05
003 2008-07-01 KELLY WIEST KELLY WIEST 2012-03-05
003 2007-07-01 KELLY WIEST KELLY WIEST 2012-03-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2014-07-01	BRUCE UDELF	2015-10-19	BRUCE UDELF	2015-10-19
003	2013-07-01	BRUCE UDELF	2015-03-12	BRUCE UDELF	2015-03-12
003	2012-07-01	BRUCE UDELF	2014-03-11	BRUCE UDELF	2014-03-11
003	2011-07-01	BRUCE UDELF		BRUCE UDELF	2013-02-15
003	2010-07-01	KELLY WIEST		KELLY WIEST	2012-03-05
003	2009-07-01	KELLY WIEST		KELLY WIEST	2012-03-05
003	2008-07-01	KELLY WIEST		KELLY WIEST	2012-03-05
003	2007-07-01	KELLY WIEST		KELLY WIEST	2012-03-05

Plan Statistics for BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN

401k plan membership statisitcs for BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN

Measure Date Value
2011: BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 145
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 166
Number of retired or separated participants receiving benefits 2011-07-01 37
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 203
Number of participants with account balances 2011-07-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 212
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 107
Number of retired or separated participants receiving benefits 2010-07-01 38
Total of all active and inactive participants 2010-07-01 145
Total participants 2010-07-01 145
Number of participants with account balances 2010-07-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 153
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 172
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 40
Total of all active and inactive participants 2009-07-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 212
Number of participants with account balances 2009-07-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0
2008: BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year 2008-07-01 153
Total number of active participants reported on line 7a of the Form 5500 2008-07-01 116
Number of retired or separated participants receiving benefits 2008-07-01 0
Number of other retired or separated participants entitled to future benefits 2008-07-01 37
Total of all active and inactive participants 2008-07-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-07-01 0
Total participants 2008-07-01 153
Number of participants with account balances 2008-07-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-07-01 0
2007: BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year 2007-07-01 170
Total number of active participants reported on line 7a of the Form 5500 2007-07-01 112
Number of retired or separated participants receiving benefits 2007-07-01 0
Number of other retired or separated participants entitled to future benefits 2007-07-01 41
Total of all active and inactive participants 2007-07-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-07-01 0
Total participants 2007-07-01 153
Number of participants with account balances 2007-07-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-07-01 0

Measure	Date	Value
2011: BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	145
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	166
Number of retired or separated participants receiving benefits	2011-07-01	37
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	203
Number of participants with account balances	2011-07-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	212
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	107
Number of retired or separated participants receiving benefits	2010-07-01	38
Total of all active and inactive participants	2010-07-01	145
Total participants	2010-07-01	145
Number of participants with account balances	2010-07-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	153
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	172
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	40
Total of all active and inactive participants	2009-07-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	212
Number of participants with account balances	2009-07-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0
2008: BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year	2008-07-01	153
Total number of active participants reported on line 7a of the Form 5500	2008-07-01	116
Number of retired or separated participants receiving benefits	2008-07-01	0
Number of other retired or separated participants entitled to future benefits	2008-07-01	37
Total of all active and inactive participants	2008-07-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-07-01	0
Total participants	2008-07-01	153
Number of participants with account balances	2008-07-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-07-01	0
2007: BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year	2007-07-01	170
Total number of active participants reported on line 7a of the Form 5500	2007-07-01	112
Number of retired or separated participants receiving benefits	2007-07-01	0
Number of other retired or separated participants entitled to future benefits	2007-07-01	41
Total of all active and inactive participants	2007-07-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-07-01	0
Total participants	2007-07-01	153
Number of participants with account balances	2007-07-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-07-01	0

Financial Data on BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN

Measure	Date	Value
2012 : BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$5,408
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$49,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$47,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$11,195
Value of total assets at end of year	2012-06-30	$484,623
Value of total assets at beginning of year	2012-06-30	$528,803
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$2,505
Total interest from all sources	2012-06-30	$6,016
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$0
Participant contributions at end of year	2012-06-30	$2,231
Participant contributions at beginning of year	2012-06-30	$4,296
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-06-30	$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	2012-06-30	No
Value of net income/loss	2012-06-30	$-44,180
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$484,623
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$528,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$2,505
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$293,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$319,298
Interest on participant loans	2012-06-30	$221
Interest earned on other investments	2012-06-30	$5,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$188,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$205,209
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-11,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$11,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$47,083
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	ARMANINO MCKENNA LLP
Accountancy firm EIN	2012-06-30	946214841
2011 : BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total transfer of assets to this plan	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Expenses. Interest paid	2011-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$136,465
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$22,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$20,718
Expenses. Certain deemed distributions of participant loans	2011-06-30	$0
Value of total corrective distributions	2011-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$62,374
Value of total assets at end of year	2011-06-30	$528,803
Value of total assets at beginning of year	2011-06-30	$414,651
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$1,595
Total income from rents	2011-06-30	$0
Total interest from all sources	2011-06-30	$6,695
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$0
Administrative expenses professional fees incurred	2011-06-30	$0
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$0
Participant contributions at end of year	2011-06-30	$4,296
Participant contributions at beginning of year	2011-06-30	$4,799
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-06-30	$0
Administrative expenses (other) incurred	2011-06-30	$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	2011-06-30	No
Income. Non cash contributions	2011-06-30	$0
Value of net income/loss	2011-06-30	$114,152
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$528,803
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$414,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$1,595
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$319,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$208,288
Interest on participant loans	2011-06-30	$218
Income. Interest from loans (other than to participants)	2011-06-30	$0
Interest earned on other investments	2011-06-30	$6,477
Income. Interest from US Government securities	2011-06-30	$0
Income. Interest from corporate debt instruments	2011-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$205,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$201,564
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$67,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$62,374
Income. Dividends from preferred stock	2011-06-30	$0
Income. Dividends from common stock	2011-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$20,718
Contract administrator fees	2011-06-30	$0
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Aggregate proceeds on sale of assets	2011-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2011-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	ARMANINO MCKENNA LLP
Accountancy firm EIN	2011-06-30	946214841
2010 : BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0
2009 : BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets	2009-06-30	$0
Total transfer of assets to this plan	2009-06-30	$0
Total transfer of assets from this plan	2009-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2009-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2009-06-30	$0
Expenses. Interest paid	2009-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2009-06-30	$0
Total income from all sources (including contributions)	2009-06-30	$-30,937
Total loss/gain on sale of assets	2009-06-30	$0
Total of all expenses incurred	2009-06-30	$31,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2009-06-30	$31,338
Expenses. Certain deemed distributions of participant loans	2009-06-30	$0
Value of total corrective distributions	2009-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2009-06-30	$34,708
Value of total assets at end of year	2009-06-30	$371,012
Value of total assets at beginning of year	2009-06-30	$433,630
Total of administrative expenses incurred including professional, contract, advisory and management fees	2009-06-30	$343
Total income from rents	2009-06-30	$0
Total interest from all sources	2009-06-30	$6,319
Total dividends received (eg from common stock, registered investment company shares)	2009-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2009-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2009-06-30	$0
Administrative expenses professional fees incurred	2009-06-30	$0
Was this plan covered by a fidelity bond	2009-06-30	Yes
Value of fidelity bond cover	2009-06-30	$500,000
If this is an individual account plan, was there a blackout period	2009-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2009-06-30	No
Contributions received from participants	2009-06-30	$0
Participant contributions at end of year	2009-06-30	$3,398
Participant contributions at beginning of year	2009-06-30	$3,699
Income. Received or receivable in cash from other sources (including rollovers)	2009-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2009-06-30	$0
Administrative expenses (other) incurred	2009-06-30	$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	2009-06-30	No
Income. Non cash contributions	2009-06-30	$0
Value of net income/loss	2009-06-30	$-62,618
Value of net assets at end of year (total assets less liabilities)	2009-06-30	$371,012
Value of net assets at beginning of year (total assets less liabilities)	2009-06-30	$433,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2009-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2009-06-30	No
Were any leases to which the plan was party in default or uncollectible	2009-06-30	No
Investment advisory and management fees	2009-06-30	$343
Value of interest in registered invesment companies (eg mutual funds) at end of year	2009-06-30	$170,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2009-06-30	$257,568
Interest on participant loans	2009-06-30	$169
Income. Interest from loans (other than to participants)	2009-06-30	$0
Interest earned on other investments	2009-06-30	$6,150
Income. Interest from US Government securities	2009-06-30	$0
Income. Interest from corporate debt instruments	2009-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2009-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2009-06-30	$197,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2009-06-30	$172,363
Expenses. Payments to insurance carriers foe the provision of benefits	2009-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2009-06-30	$-71,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2009-06-30	No
Was there a failure to transmit to the plan any participant contributions	2009-06-30	No
Has the plan failed to provide any benefit when due under the plan	2009-06-30	No
Contributions received in cash from employer	2009-06-30	$34,708
Income. Dividends from preferred stock	2009-06-30	$0
Income. Dividends from common stock	2009-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2009-06-30	$31,338
Contract administrator fees	2009-06-30	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2009-06-30	No
Did the plan have assets held for investment	2009-06-30	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	2009-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2009-06-30	No
Aggregate proceeds on sale of assets	2009-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2009-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2009-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2009-06-30	Disclaimer
Accountancy firm name	2009-06-30	ARMANINO MCKENNA LLP
Accountancy firm EIN	2009-06-30	946214841
2008 : BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets	2008-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2008-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2008-06-30	$0
Expenses. Interest paid	2008-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2008-06-30	$0
Total income from all sources (including contributions)	2008-06-30	$15,468
Total loss/gain on sale of assets	2008-06-30	$0
Total of all expenses incurred	2008-06-30	$62,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2008-06-30	$62,761
Expenses. Certain deemed distributions of participant loans	2008-06-30	$0
Value of total corrective distributions	2008-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2008-06-30	$41,070
Value of total assets at end of year	2008-06-30	$433,630
Value of total assets at beginning of year	2008-06-30	$481,147
Total of administrative expenses incurred including professional, contract, advisory and management fees	2008-06-30	$224
Total interest from all sources	2008-06-30	$6,073
Total dividends received (eg from common stock, registered investment company shares)	2008-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2008-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2008-06-30	$0
Administrative expenses professional fees incurred	2008-06-30	$0
Was this plan covered by a fidelity bond	2008-06-30	Yes
Value of fidelity bond cover	2008-06-30	$500,000
If this is an individual account plan, was there a blackout period	2008-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2008-06-30	No
Contributions received from participants	2008-06-30	$0
Participant contributions at end of year	2008-06-30	$3,698
Participant contributions at beginning of year	2008-06-30	$3,963
Income. Received or receivable in cash from other sources (including rollovers)	2008-06-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2008-06-30	$0
Administrative expenses (other) incurred	2008-06-30	$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	2008-06-30	No
Income. Non cash contributions	2008-06-30	$0
Value of net income/loss	2008-06-30	$-47,517
Value of net assets at end of year (total assets less liabilities)	2008-06-30	$433,630
Value of net assets at beginning of year (total assets less liabilities)	2008-06-30	$481,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2008-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2008-06-30	No
Were any leases to which the plan was party in default or uncollectible	2008-06-30	No
Investment advisory and management fees	2008-06-30	$224
Value of interest in registered invesment companies (eg mutual funds) at end of year	2008-06-30	$257,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2008-06-30	$288,180
Interest on participant loans	2008-06-30	$169
Income. Interest from loans (other than to participants)	2008-06-30	$0
Interest earned on other investments	2008-06-30	$5,904
Income. Interest from US Government securities	2008-06-30	$0
Income. Interest from corporate debt instruments	2008-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2008-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2008-06-30	$172,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2008-06-30	$184,824
Expenses. Payments to insurance carriers foe the provision of benefits	2008-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2008-06-30	$-31,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2008-06-30	No
Was there a failure to transmit to the plan any participant contributions	2008-06-30	No
Has the plan failed to provide any benefit when due under the plan	2008-06-30	No
Contributions received in cash from employer	2008-06-30	$41,070
Employer contributions (assets) at beginning of year	2008-06-30	$4,180
Income. Dividends from preferred stock	2008-06-30	$0
Income. Dividends from common stock	2008-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2008-06-30	$62,761
Contract administrator fees	2008-06-30	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2008-06-30	No
Did the plan have assets held for investment	2008-06-30	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	2008-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2008-06-30	No
Aggregate proceeds on sale of assets	2008-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2008-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2008-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2008-06-30	Disclaimer
Accountancy firm name	2008-06-30	ARMANINO MCKENNA LLP
Accountancy firm EIN	2008-06-30	946214841

Form 5500 Responses for BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN

2011: BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2010: BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2008: BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	Submission has been amended	No
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No
2008-07-01	Plan funding arrangement – Insurance	Yes
2008-07-01	Plan benefit arrangement – Insurance	Yes
2007: BAYWOOD COURT EMPLOYER MATCHED RETIREMENT PLAN 2007 form 5500 responses
2007-07-01	Type of plan entity	Single employer plan
2007-07-01	Submission has been amended	No
2007-07-01	This submission is the final filing	No
2007-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-07-01	Plan is a collectively bargained plan	No
2007-07-01	Plan funding arrangement – Insurance	Yes
2007-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

50389

Policy instance

Insurance contract or identification number	50389
Number of Individuals Covered	73
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $242
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

50389

Policy instance

Insurance contract or identification number	50389
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $2,043
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

50389

Policy instance

Insurance contract or identification number	50389
Number of Individuals Covered	66
Insurance policy start date	2007-07-01
Insurance policy end date	2008-06-30
Total amount of commissions paid to insurance broker	USD $800
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

50389

Policy instance

Insurance contract or identification number	50389
Number of Individuals Covered	66
Insurance policy start date	2007-07-01
Insurance policy end date	2008-06-30
Total amount of commissions paid to insurance broker	USD $567
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BAYWOOD COURT
Employer identification number (EIN):	942940176
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1248516