THE JOHN BERTRAM HOUSE OF SWAMPSCOTT TAX DEFERRED ANNUITY PLAN 401k Plan overview

THE JOHN BERTRAM HOUSE OF SWAMPSCOTT TAX DEFERRED ANNUITY PLAN Benefits

401k Sponsoring company profile

Company Name:	BERTRAM HOUSE OF SWAMPSCOTT INC
Employer identification number (EIN):	043295922
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ERIKA HERRERA	2024-07-11
001	2022-01-01	ERIKA HERRERA	2023-09-22
001	2021-01-01	ERIKA HERRERA	2022-06-15
001	2020-01-01	ERIKA HERRERA	2021-08-03
001	2019-01-01	KIMBERLY FORMAN	2020-07-16	KIMBERLY FORMAN	2020-07-16
001	2018-01-01	KIMBERLY FORMAN	2019-07-26	KIMBERLY FORMAN	2019-07-26
001	2017-01-01	KIMBERLY FORMAN	2018-10-01	KIMBERLY FORMAN	2018-10-01
001	2016-01-01	KIMBERLY LUCCA	2017-07-26	KIMBERLY LUCCA	2017-07-26
001	2015-01-01	KIMBERLY LUCCA	2016-07-30
001	2014-01-01	KIMBERLY LUCCA	2015-07-31
001	2013-01-01	KIMBERLY LUCCA	2014-07-30
001	2012-01-01	KIMBERLY LUCCA	2013-07-31
001	2011-01-01	KIMBERLY LUCCA	2012-10-15
001	2010-01-01	KIMBERLY LUCCA	2011-10-03
001	2008-01-01	KIMBERLY LUCCA
001	2007-01-01	KIMBERLY LUCCA
001	2006-01-01	KIMBERLY LUCCA
001	2005-01-01	KIMBERLY LUCCA
001	2004-01-01	KIMBERLY LUCCA
001	2003-01-01	KIMBERLY LUCCA
001	2002-01-01	KIMBERLY LUCCA

Plan Statistics for THE JOHN BERTRAM HOUSE OF SWAMPSCOTT TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2008: THE JOHN BERTRAM HOUSE OF SWAMPSCOTT TAX DEFERRED ANNUITY PLAN 2008 401k membership
Total of all active and inactive participants	2008-01-01	0
Total participants	2008-01-01	0
2007: THE JOHN BERTRAM HOUSE OF SWAMPSCOTT TAX DEFERRED ANNUITY PLAN 2007 401k membership
Total of all active and inactive participants	2007-01-01	0
Total participants	2007-01-01	0
2006: THE JOHN BERTRAM HOUSE OF SWAMPSCOTT TAX DEFERRED ANNUITY PLAN 2006 401k membership
Total of all active and inactive participants	2006-01-01	0
Total participants	2006-01-01	0
2005: THE JOHN BERTRAM HOUSE OF SWAMPSCOTT TAX DEFERRED ANNUITY PLAN 2005 401k membership
Total of all active and inactive participants	2005-01-01	0
Total participants	2005-01-01	0
2004: THE JOHN BERTRAM HOUSE OF SWAMPSCOTT TAX DEFERRED ANNUITY PLAN 2004 401k membership
Total of all active and inactive participants	2004-01-01	0
Total participants	2004-01-01	0
2003: THE JOHN BERTRAM HOUSE OF SWAMPSCOTT TAX DEFERRED ANNUITY PLAN 2003 401k membership
Total of all active and inactive participants	2003-01-01	0
Total participants	2003-01-01	0
2002: THE JOHN BERTRAM HOUSE OF SWAMPSCOTT TAX DEFERRED ANNUITY PLAN 2002 401k membership
Total of all active and inactive participants	2002-01-01	0
Total participants	2002-01-01	0

Form 5500 Responses for THE JOHN BERTRAM HOUSE OF SWAMPSCOTT TAX DEFERRED ANNUITY PLAN

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