401k Plan data: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES plan

ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 401k Plan overview

Plan Name	ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES
Plan identification number	005

ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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(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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHERN CALIFORNIA PRESBYTERIAN HOMES has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN CALIFORNIA PRESBYTERIAN HOMES

Employer identification number (EIN): 951894293

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

Additional information about SOUTHERN CALIFORNIA PRESBYTERIAN HOMES

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1989-06-21

Company Identification Number: C1561704

Legal Registered Office Address: 516 Burchett Street

Glendale
United States of America (USA)
91203

More information about SOUTHERN CALIFORNIA PRESBYTERIAN HOMES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2017-01-01 CONNIE DONG CONNIE DONG 2018-10-15
005 2017-01-01 CONNIE DONG
005 2016-01-01 CONNIE DONG CONNIE DONG 2017-10-16
005 2016-01-01 CONNIE DONG CONNIE DONG 2018-08-21
005 2016-01-01 CONNIE DONG 2018-02-14
005 2015-01-01 DAVID L. PIERCE DAVID L. PIERCE 2016-10-14
005 2014-01-01 DAVID PIERCE DAVID PIERCE 2015-10-14
005 2013-01-01 MICHELLE ESSER DAVID PIERCE 2014-10-13
005 2012-01-01 PATRICIA CARLOS DAVID PIERCE 2013-10-11
005 2011-01-01 DAVID PIERCE DAVID PIERCE 2012-10-15
005 2010-01-01 DAVID L. PIERCE DAVID L. PIERCE 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
005	2017-01-01	CONNIE DONG	CONNIE DONG	2018-10-15
005	2017-01-01	CONNIE DONG
005	2016-01-01	CONNIE DONG	CONNIE DONG	2017-10-16
005	2016-01-01	CONNIE DONG	CONNIE DONG	2018-08-21
005	2016-01-01		CONNIE DONG	2018-02-14
005	2015-01-01	DAVID L. PIERCE	DAVID L. PIERCE	2016-10-14
005	2014-01-01	DAVID PIERCE	DAVID PIERCE	2015-10-14
005	2013-01-01	MICHELLE ESSER	DAVID PIERCE	2014-10-13
005	2012-01-01	PATRICIA CARLOS	DAVID PIERCE	2013-10-11
005	2011-01-01	DAVID PIERCE	DAVID PIERCE	2012-10-15
005	2010-01-01	DAVID L. PIERCE	DAVID L. PIERCE	2011-10-17

Plan Statistics for ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES

401k plan membership statisitcs for ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES

Measure Date Value
2017: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,524
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,511
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,445
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 74
Total of all active and inactive participants 2016-01-01 1,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,524
Number of participants with account balances 2016-01-01 1,217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 86
2015: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,401
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,443
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 65
Total of all active and inactive participants 2015-01-01 1,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,511
Number of participants with account balances 2015-01-01 1,226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 75
2014: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,385
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,343
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 55
Total of all active and inactive participants 2014-01-01 1,400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,400
Number of participants with account balances 2014-01-01 1,177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 24
2013: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,497
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,351
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 33
Total of all active and inactive participants 2013-01-01 1,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,385
Number of participants with account balances 2013-01-01 1,139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 21
2012: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,527
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,477
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 20
Total of all active and inactive participants 2012-01-01 1,497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,497
Number of participants with account balances 2012-01-01 1,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,484
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,433
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 94
Total of all active and inactive participants 2011-01-01 1,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,527
Number of participants with account balances 2011-01-01 1,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 206
2010: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2010 401k membership
Total participants, beginning-of-year 2010-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,439
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 45
Total of all active and inactive participants 2010-01-01 1,484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1,484
Number of participants with account balances 2010-01-01 1,212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 97

Measure	Date	Value
2017: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,524
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,511
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,445
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	74
Total of all active and inactive participants	2016-01-01	1,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,524
Number of participants with account balances	2016-01-01	1,217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	86
2015: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,401
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,443
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	65
Total of all active and inactive participants	2015-01-01	1,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,511
Number of participants with account balances	2015-01-01	1,226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	75
2014: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,385
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,343
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	55
Total of all active and inactive participants	2014-01-01	1,400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,400
Number of participants with account balances	2014-01-01	1,177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	24
2013: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,497
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,351
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	33
Total of all active and inactive participants	2013-01-01	1,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,385
Number of participants with account balances	2013-01-01	1,139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	21
2012: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,527
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,477
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	20
Total of all active and inactive participants	2012-01-01	1,497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,497
Number of participants with account balances	2012-01-01	1,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,484
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,433
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	94
Total of all active and inactive participants	2011-01-01	1,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,527
Number of participants with account balances	2011-01-01	1,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	206
2010: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2010 401k membership
Total participants, beginning-of-year	2010-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,439
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	45
Total of all active and inactive participants	2010-01-01	1,484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1,484
Number of participants with account balances	2010-01-01	1,212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	97

Financial Data on ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES

Measure	Date	Value
2017 : ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$596,934
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$14,531,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$14,454,411
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$237
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$24,505
Value of total assets at end of year	2017-12-31	$0
Value of total assets at beginning of year	2017-12-31	$13,934,944
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$77,230
Total interest from all sources	2017-12-31	$3,096
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$7,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$7,528
Administrative expenses professional fees incurred	2017-12-31	$12,505
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$212
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$445,292
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$18,907
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$24,195
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$19,607
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-13,934,944
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$13,934,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$15,160
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$12,993,876
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$2,111
Interest earned on other investments	2017-12-31	$985
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$471,806
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$561,805
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$98
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$5,063
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$14,434,804
Contract administrator fees	2017-12-31	$49,565
Did the plan have assets held for investment	2017-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	COHNREZNICK LLP
Accountancy firm EIN	2017-12-31	221478099
2016 : ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$5,754
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,357,562
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,058,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$951,506
Expenses. Certain deemed distributions of participant loans	2016-12-31	$11,937
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,409,130
Value of total assets at end of year	2016-12-31	$13,910,974
Value of total assets at beginning of year	2016-12-31	$11,605,943
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$94,842
Total interest from all sources	2016-12-31	$29,910
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$458,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$458,520
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,723,904
Participant contributions at end of year	2016-12-31	$445,292
Participant contributions at beginning of year	2016-12-31	$429,498
Participant contributions at end of year	2016-12-31	$18,907
Participant contributions at beginning of year	2016-12-31	$65,481
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$298
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,299,277
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$13,910,974
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,605,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$68,118
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$12,993,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,743,372
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$18,475
Interest earned on other investments	2016-12-31	$11,435
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$471,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$433,073
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$460,002
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$684,928
Employer contributions (assets) at end of year	2016-12-31	$5,063
Employer contributions (assets) at beginning of year	2016-12-31	$14,227
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$951,506
Contract administrator fees	2016-12-31	$26,349
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	COHN REZNICK
Accountancy firm EIN	2016-12-31	221478099
2015 : ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,896,915
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,065,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$982,488
Expenses. Certain deemed distributions of participant loans	2015-12-31	$223
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,948,923
Value of total assets at end of year	2015-12-31	$11,685,651
Value of total assets at beginning of year	2015-12-31	$10,854,609
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$83,162
Total interest from all sources	2015-12-31	$21,268
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$534,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$534,836
Administrative expenses professional fees incurred	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,606,665
Participant contributions at end of year	2015-12-31	$429,498
Participant contributions at beginning of year	2015-12-31	$439,377
Participant contributions at end of year	2015-12-31	$65,481
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$34,495
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$831,042
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,685,651
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,854,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$60,435
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$10,743,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$10,133,086
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$17,772
Interest earned on other investments	2015-12-31	$3,496
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$433,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$282,146
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-608,112
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$307,763
Employer contributions (assets) at end of year	2015-12-31	$14,227
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$982,488
Contract administrator fees	2015-12-31	$22,602
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	COHN REZNICK
Accountancy firm EIN	2015-12-31	221478099
2014 : ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$1,740
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,644,719
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,115,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,033,351
Expenses. Certain deemed distributions of participant loans	2014-12-31	$4,445
Value of total corrective distributions	2014-12-31	$757
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,088,072
Value of total assets at end of year	2014-12-31	$10,854,609
Value of total assets at beginning of year	2014-12-31	$9,324,074
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$77,371
Total interest from all sources	2014-12-31	$19,911
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$394,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$394,395
Administrative expenses professional fees incurred	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,506,915
Participant contributions at end of year	2014-12-31	$439,377
Participant contributions at beginning of year	2014-12-31	$360,431
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$468,466
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,528,795
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,854,609
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,324,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$52,773
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$10,133,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,574,461
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$16,658
Interest earned on other investments	2014-12-31	$3,253
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$282,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$389,182
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$142,341
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$112,691
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,033,351
Contract administrator fees	2014-12-31	$24,348
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	COHNREZNICK LLP
Accountancy firm EIN	2014-12-31	221478099
2013 : ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$1,128
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,053,939
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,372,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,292,695
Expenses. Certain deemed distributions of participant loans	2013-12-31	$3,284
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,608,477
Value of total assets at end of year	2013-12-31	$9,324,074
Value of total assets at beginning of year	2013-12-31	$7,641,089
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$76,103
Total interest from all sources	2013-12-31	$16,164
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$252,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$252,067
Administrative expenses professional fees incurred	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,436,469
Participant contributions at end of year	2013-12-31	$360,431
Participant contributions at beginning of year	2013-12-31	$327,073
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$170,087
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,681,857
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,324,074
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,641,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$47,418
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,574,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,945,683
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$12,564
Interest earned on other investments	2013-12-31	$3,600
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$389,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$368,333
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,177,231
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$1,921
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,292,695
Contract administrator fees	2013-12-31	$28,435
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	COHNREZNICK, LLP
Accountancy firm EIN	2013-12-31	221478099
2012 : ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$66,444
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,238,613
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$685,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$611,359
Expenses. Certain deemed distributions of participant loans	2012-12-31	$1,536
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,379,811
Value of total assets at end of year	2012-12-31	$7,641,089
Value of total assets at beginning of year	2012-12-31	$6,021,511
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$72,584
Total interest from all sources	2012-12-31	$17,942
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$150,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$150,281
Administrative expenses professional fees incurred	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,361,933
Participant contributions at end of year	2012-12-31	$327,073
Participant contributions at beginning of year	2012-12-31	$221,157
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$12,949
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,553,134
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,641,089
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,021,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$46,468
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$6,945,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,484,500
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$12,338
Interest earned on other investments	2012-12-31	$5,604
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$368,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$315,854
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$690,579
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$0
Assets. Invements in employer securities at beginning of year	2012-12-31	$0
Contributions received in cash from employer	2012-12-31	$4,929
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$611,359
Contract administrator fees	2012-12-31	$26,116
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	COHNREZNICK
Accountancy firm EIN	2012-12-31	521088612
2011 : ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$72,289
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$2,342,600
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$608,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$539,071
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,503,530
Value of total assets at end of year	2011-12-31	$6,021,511
Value of total assets at beginning of year	2011-12-31	$4,214,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$69,235
Total interest from all sources	2011-12-31	$13,580
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$94,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$94,525
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,563,772
Participant contributions at end of year	2011-12-31	$221,157
Participant contributions at beginning of year	2011-12-31	$85,776
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$111,103
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,734,294
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,021,511
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,214,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$54,115
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,484,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,862,674
Value of interest in pooled separate accounts at end of year	2011-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$7,790
Interest earned on other investments	2011-12-31	$5,790
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$315,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$266,478
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-269,035
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$0
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$828,655
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$539,071
Contract administrator fees	2011-12-31	$15,120
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	REZNICK GROUP
Accountancy firm EIN	2011-12-31	521088612
2010 : ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$1,810,910
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	$2,459,276
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$52,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$38,959
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$76
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,110,501
Value of total assets at end of year	2010-12-31	$4,217,836
Value of total assets at beginning of year	2010-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$13,315
Total interest from all sources	2010-12-31	$1,006
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$54,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$54,538
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$896,911
Participant contributions at end of year	2010-12-31	$85,682
Participant contributions at beginning of year	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$1,781
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$637,036
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$2,090
Administrative expenses (other) incurred	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,406,926
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,217,836
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$11,025
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,862,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$1,006
Interest earned on other investments	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$266,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$291,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$576,554
Employer contributions (assets) at end of year	2010-12-31	$1,221
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$38,959
Contract administrator fees	2010-12-31	$2,290
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	REZNICK GROUP, PC
Accountancy firm EIN	2010-12-31	521088612

Form 5500 Responses for ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES

2017: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ERISA 403(B) PLAN FOR EMPLOYEES OF SOUTHERN CALIFORNIA PRESBYTERIAN HOMES 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60502

Policy instance

Insurance contract or identification number	MR 60502
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

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Company Name:	SOUTHERN CALIFORNIA PRESBYTERIAN HOMES
Employer identification number (EIN):	951894293
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1989-06-21
Company Identification Number:	C1561704
Legal Registered Office Address:	516 Burchett Street Glendale United States of America (USA) 91203