401k Plan data: ROYAL HEALTH GROUP 401(K) PLAN plan

ROYAL HEALTH GROUP 401(K) PLAN 401k Plan overview

Plan Name	ROYAL HEALTH GROUP 401(K) PLAN
Plan identification number	001

ROYAL HEALTH GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

J & B PARTNERSHIP, LLP DBA ROYAL MEGANSETT NURSING HOME has sponsored the creation of one or more 401k plans.

Company Name: J & B PARTNERSHIP, LLP DBA ROYAL MEGANSETT NURSING HOME

Employer identification number (EIN): 043361208

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROYAL HEALTH GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 JONATHAN W. MAMARY
001 2011-01-01 JONATHAN W. MAMARY
001 2010-01-01 G. STUART MURPHY G. STUART MURPHY 2011-10-12
001 2009-01-01 STUART MURPHY

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	JONATHAN W. MAMARY
001	2011-01-01	JONATHAN W. MAMARY
001	2010-01-01	G. STUART MURPHY	G. STUART MURPHY	2011-10-12
001	2009-01-01	STUART MURPHY

Plan Statistics for ROYAL HEALTH GROUP 401(K) PLAN

401k plan membership statisitcs for ROYAL HEALTH GROUP 401(K) PLAN

Measure Date Value
2012: ROYAL HEALTH GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 641
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
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 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROYAL HEALTH GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 560
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 627
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 14
Total of all active and inactive participants 2011-01-01 641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 641
Number of participants with account balances 2011-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ROYAL HEALTH GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 576
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 521
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 15
Total of all active and inactive participants 2010-01-01 536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 536
Number of participants with account balances 2010-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ROYAL HEALTH GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 542
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 505
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 39
Total of all active and inactive participants 2009-01-01 544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 544
Number of participants with account balances 2009-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: ROYAL HEALTH GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	641
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
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	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROYAL HEALTH GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	560
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	627
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	14
Total of all active and inactive participants	2011-01-01	641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	641
Number of participants with account balances	2011-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ROYAL HEALTH GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	576
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	521
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	15
Total of all active and inactive participants	2010-01-01	536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	536
Number of participants with account balances	2010-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ROYAL HEALTH GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	542
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	505
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	39
Total of all active and inactive participants	2009-01-01	544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	544
Number of participants with account balances	2009-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ROYAL HEALTH GROUP 401(K) PLAN

Measure	Date	Value
2012 : ROYAL HEALTH GROUP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-05-31	$0
Total transfer of assets from this plan	2012-05-31	$1,687,857
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$0
Total income from all sources (including contributions)	2012-05-31	$110,194
Total loss/gain on sale of assets	2012-05-31	$0
Total of all expenses incurred	2012-05-31	$205,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$193,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$33,780
Value of total assets at end of year	2012-05-31	$0
Value of total assets at beginning of year	2012-05-31	$1,782,720
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$11,673
Total interest from all sources	2012-05-31	$683
Total dividends received (eg from common stock, registered investment company shares)	2012-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-05-31	$0
Administrative expenses professional fees incurred	2012-05-31	$11,673
Was this plan covered by a fidelity bond	2012-05-31	Yes
Value of fidelity bond cover	2012-05-31	$150,000
If this is an individual account plan, was there a blackout period	2012-05-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-05-31	No
Contributions received from participants	2012-05-31	$33,780
Participant contributions at end of year	2012-05-31	$0
Participant contributions at beginning of year	2012-05-31	$42,108
Participant contributions at end of year	2012-05-31	$0
Participant contributions at beginning of year	2012-05-31	$7,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Value of net income/loss	2012-05-31	$-94,863
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$1,782,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-31	No
Were any leases to which the plan was party in default or uncollectible	2012-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-05-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-05-31	$1,732,940
Interest on participant loans	2012-05-31	$683
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-31	$75,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-31	No
Was there a failure to transmit to the plan any participant contributions	2012-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$193,384
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	2012-05-31	Yes
Did the plan have assets held for investment	2012-05-31	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	2012-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-05-31	Disclaimer
Accountancy firm name	2012-05-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2012-05-31	410746749
2011 : ROYAL HEALTH GROUP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
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	$221,477
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$184,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$169,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$257,805
Value of total assets at end of year	2011-12-31	$1,782,720
Value of total assets at beginning of year	2011-12-31	$1,745,623
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$14,590
Total interest from all sources	2011-12-31	$1,500
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$14,590
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$150,000
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	$238,293
Participant contributions at end of year	2011-12-31	$42,108
Participant contributions at beginning of year	2011-12-31	$27,639
Participant contributions at end of year	2011-12-31	$7,672
Participant contributions at beginning of year	2011-12-31	$8,960
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$19,512
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	$37,097
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,782,720
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,745,623
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,732,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,709,024
Interest on participant loans	2011-12-31	$1,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-37,828
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	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$169,790
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2011-12-31	410746749
2010 : ROYAL HEALTH GROUP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$340,850
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$218,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$196,555
Value of total corrective distributions	2010-12-31	$2,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$188,036
Value of total assets at end of year	2010-12-31	$1,745,623
Value of total assets at beginning of year	2010-12-31	$1,623,726
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$20,392
Total interest from all sources	2010-12-31	$1,402
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$20,392
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$150,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
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	$188,036
Participant contributions at end of year	2010-12-31	$27,639
Participant contributions at beginning of year	2010-12-31	$13,735
Participant contributions at end of year	2010-12-31	$8,960
Participant contributions at beginning of year	2010-12-31	$7,271
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	$121,897
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,745,623
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,623,726
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,709,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,602,720
Interest on participant loans	2010-12-31	$1,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$151,412
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	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$196,555
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	2010-12-31	Yes
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	LARSONALLEN LLP
Accountancy firm EIN	2010-12-31	410746749
2009 : ROYAL HEALTH GROUP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ROYAL HEALTH GROUP 401(K) PLAN

2012: ROYAL HEALTH GROUP 401(K) PLAN 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	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROYAL HEALTH GROUP 401(K) PLAN 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ROYAL HEALTH GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ROYAL HEALTH GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	J & B PARTNERSHIP, LLP DBA ROYAL MEGANSETT NURSING HOME
Employer identification number (EIN):	043361208
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities