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MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN
Plan identification number 001

MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

MAHONING VALLEY CONVALESCENT HOM has sponsored the creation of one or more 401k plans.

Company Name:MAHONING VALLEY CONVALESCENT HOM
Employer identification number (EIN):231919252
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRIS RODRIGUES2024-08-02
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL A. MICKEY
0012016-01-01MICHAEL A. MICKEY MICHAEL A. MICKEY2017-10-16
0012015-01-01MICHAEL A. MICKEY
0012015-01-01 MICHAEL A. MICKEY2016-10-12
0012014-01-01MICHAEL A MICKEY
0012014-01-01MICHAEL A MICKEY
0012013-01-01MICHAEL MICKEY
0012012-01-01MICHAEL A MICKEY MICHAEL A MICKEY2013-10-14
0012011-01-01MICHAEL A. MICKEY
0012009-01-01MICHAEL A MICKEY MICHAEL A MICKEY2010-09-29

Plan Statistics for MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01149
Total number of active participants reported on line 7a of the Form 55002022-01-0198
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01131
Number of participants with account balances2022-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01170
Total number of active participants reported on line 7a of the Form 55002021-01-01118
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01147
Number of participants with account balances2021-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01170
Total number of active participants reported on line 7a of the Form 55002020-01-01139
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01166
Number of participants with account balances2020-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01166
Total number of active participants reported on line 7a of the Form 55002019-01-01144
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01166
Number of participants with account balances2019-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01167
Total number of active participants reported on line 7a of the Form 55002018-01-01140
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01164
Number of participants with account balances2018-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01168
Total number of active participants reported on line 7a of the Form 55002017-01-01139
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01160
Number of participants with account balances2017-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01167
Total number of active participants reported on line 7a of the Form 55002016-01-01150
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01166
Number of participants with account balances2016-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01167
Total number of active participants reported on line 7a of the Form 55002015-01-01149
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01164
Number of participants with account balances2015-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01175
Total number of active participants reported on line 7a of the Form 55002014-01-01147
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01163
Number of participants with account balances2014-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01171
Total number of active participants reported on line 7a of the Form 55002013-01-01147
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01170
Number of participants with account balances2013-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01170
Total number of active participants reported on line 7a of the Form 55002012-01-01140
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01165
Number of participants with account balances2012-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01171
Total number of active participants reported on line 7a of the Form 55002011-01-01142
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01167
Number of participants with account balances2011-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01173
Total number of active participants reported on line 7a of the Form 55002009-01-01136
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01164
Number of participants with account balances2009-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-267,099
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$82,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$62,341
Expenses. Certain deemed distributions of participant loans2022-12-31$8,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$180,616
Value of total assets at end of year2022-12-31$2,602,074
Value of total assets at beginning of year2022-12-31$2,951,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,335
Total interest from all sources2022-12-31$3,838
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$71,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$71,635
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$296,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$153,130
Participant contributions at end of year2022-12-31$68,644
Participant contributions at beginning of year2022-12-31$73,819
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,565
Administrative expenses (other) incurred2022-12-31$11,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-349,729
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,602,074
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,951,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,485,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,823,754
Interest on participant loans2022-12-31$3,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$13,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$13,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-523,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$23,921
Employer contributions (assets) at end of year2022-12-31$44,602
Employer contributions (assets) at beginning of year2022-12-31$41,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$62,341
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BUCKNO LISICKY & CO
Accountancy firm EIN2022-12-31232426656
2021 : MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$527,696
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$126,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$115,020
Expenses. Certain deemed distributions of participant loans2021-12-31$157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$169,884
Value of total assets at end of year2021-12-31$2,951,803
Value of total assets at beginning of year2021-12-31$2,550,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,227
Total interest from all sources2021-12-31$4,780
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$270,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$270,606
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$256,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$140,400
Participant contributions at end of year2021-12-31$73,819
Participant contributions at beginning of year2021-12-31$107,172
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,803
Administrative expenses (other) incurred2021-12-31$11,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$401,292
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,951,803
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,550,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,823,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,411,293
Interest on participant loans2021-12-31$4,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$13,116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$11,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$11,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$82,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$20,681
Employer contributions (assets) at end of year2021-12-31$41,114
Employer contributions (assets) at beginning of year2021-12-31$20,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$115,020
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BUCKNO LISICKY & CO
Accountancy firm EIN2021-12-31232426656
2020 : MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$467,805
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$200,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$190,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$139,614
Value of total assets at end of year2020-12-31$2,550,511
Value of total assets at beginning of year2020-12-31$2,283,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,398
Total interest from all sources2020-12-31$6,707
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$77,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$77,735
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$228,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$119,229
Participant contributions at end of year2020-12-31$107,172
Participant contributions at beginning of year2020-12-31$143,437
Administrative expenses (other) incurred2020-12-31$9,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$267,510
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,550,511
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,283,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,411,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,095,228
Interest on participant loans2020-12-31$6,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$20,433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$16,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$16,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$243,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$20,385
Employer contributions (assets) at end of year2020-12-31$11,613
Employer contributions (assets) at beginning of year2020-12-31$28,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$190,897
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BUCKNO LISICKY & CO
Accountancy firm EIN2020-12-31232426656
2019 : MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$515,842
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$101,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$89,093
Expenses. Certain deemed distributions of participant loans2019-12-31$2,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$138,169
Value of total assets at end of year2019-12-31$2,283,001
Value of total assets at beginning of year2019-12-31$1,869,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,596
Total interest from all sources2019-12-31$3,802
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$46,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$46,306
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$190,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$120,103
Participant contributions at end of year2019-12-31$143,437
Participant contributions at beginning of year2019-12-31$36,314
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$413,889
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,283,001
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,869,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,095,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,800,263
Interest on participant loans2019-12-31$3,476
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$16,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$13,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$13,486
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$327,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$9,066
Employer contributions (assets) at end of year2019-12-31$28,115
Employer contributions (assets) at beginning of year2019-12-31$19,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$89,093
Contract administrator fees2019-12-31$10,596
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BUCKNO LISICKY & CO
Accountancy firm EIN2019-12-31232426656
2018 : MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$42,422
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$27,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$137,582
Value of total assets at end of year2018-12-31$1,869,112
Value of total assets at beginning of year2018-12-31$1,854,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,658
Total interest from all sources2018-12-31$2,269
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$42,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$42,611
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$190,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$118,533
Participant contributions at end of year2018-12-31$36,314
Participant contributions at beginning of year2018-12-31$47,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$15,076
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,869,112
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,854,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,800,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,775,637
Interest on participant loans2018-12-31$1,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$13,486
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$17,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$17,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-140,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$19,049
Employer contributions (assets) at end of year2018-12-31$19,049
Employer contributions (assets) at beginning of year2018-12-31$12,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,688
Contract administrator fees2018-12-31$9,658
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BUCKNO LISICKY & CO
Accountancy firm EIN2018-12-31232426656
2017 : MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$371,960
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$238,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$228,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$125,047
Value of total assets at end of year2017-12-31$1,854,036
Value of total assets at beginning of year2017-12-31$1,720,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,739
Total interest from all sources2017-12-31$2,181
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$33,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$33,634
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$170,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$112,238
Participant contributions at end of year2017-12-31$47,892
Participant contributions at beginning of year2017-12-31$52,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$133,610
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,854,036
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,720,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,775,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,638,493
Interest on participant loans2017-12-31$2,024
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$17,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$10,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$10,233
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$211,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$12,809
Employer contributions (assets) at end of year2017-12-31$12,809
Employer contributions (assets) at beginning of year2017-12-31$18,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$228,611
Contract administrator fees2017-12-31$9,739
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BUCKNO LISICKY & CO
Accountancy firm EIN2017-12-31232426656
2016 : MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$250,268
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$39,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$26,691
Expenses. Certain deemed distributions of participant loans2016-12-31$3,016
Value of total corrective distributions2016-12-31$313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$129,331
Value of total assets at end of year2016-12-31$1,720,426
Value of total assets at beginning of year2016-12-31$1,509,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,501
Total interest from all sources2016-12-31$2,301
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$30,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$30,880
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$170,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$110,583
Participant contributions at end of year2016-12-31$52,952
Participant contributions at beginning of year2016-12-31$41,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$210,747
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,720,426
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,509,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,638,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,442,122
Interest on participant loans2016-12-31$2,255
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$10,233
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$46
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$87,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$18,748
Employer contributions (assets) at end of year2016-12-31$18,748
Employer contributions (assets) at beginning of year2016-12-31$18,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$26,691
Contract administrator fees2016-12-31$9,501
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BUCKNO LISICKY & CO
Accountancy firm EIN2016-12-31232426656
2015 : MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$119,718
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$43,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$31,100
Value of total corrective distributions2015-12-31$3,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$123,088
Value of total assets at end of year2015-12-31$1,509,679
Value of total assets at beginning of year2015-12-31$1,433,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,597
Total interest from all sources2015-12-31$1,555
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$26,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$26,908
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$170,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$104,597
Participant contributions at end of year2015-12-31$41,941
Participant contributions at beginning of year2015-12-31$35,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$76,407
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,509,679
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,433,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,442,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,380,991
Interest on participant loans2015-12-31$1,552
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-31,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$18,491
Employer contributions (assets) at end of year2015-12-31$18,491
Employer contributions (assets) at beginning of year2015-12-31$16,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$31,100
Contract administrator fees2015-12-31$8,597
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BUCKNO LISICKY & CO
Accountancy firm EIN2015-12-31232426656
2014 : MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$164,769
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$77,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$60,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$124,783
Value of total assets at end of year2014-12-31$1,433,272
Value of total assets at beginning of year2014-12-31$1,345,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,361
Total interest from all sources2014-12-31$2,103
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$24,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$24,423
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$110,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$86,411
Participant contributions at end of year2014-12-31$35,291
Participant contributions at beginning of year2014-12-31$41,570
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$16,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$87,467
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,433,272
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,345,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,380,991
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,211,927
Interest on participant loans2014-12-31$1,231
Interest earned on other investments2014-12-31$872
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$92,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-19,080
Net investment gain/loss from pooled separate accounts2014-12-31$32,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$21,408
Employer contributions (assets) at end of year2014-12-31$16,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$60,941
Contract administrator fees2014-12-31$16,361
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BUCKNO LISICKY & CO
Accountancy firm EIN2014-12-31232426656
2013 : MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$250,775
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$123,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$100,241
Expenses. Certain deemed distributions of participant loans2013-12-31$1,695
Value of total corrective distributions2013-12-31$510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$122,518
Value of total assets at end of year2013-12-31$1,345,805
Value of total assets at beginning of year2013-12-31$1,218,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,713
Total interest from all sources2013-12-31$3,078
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$110,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$90,898
Participant contributions at end of year2013-12-31$41,570
Participant contributions at beginning of year2013-12-31$41,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$127,616
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,345,805
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,218,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$5,241
Value of interest in pooled separate accounts at end of year2013-12-31$1,211,927
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,078,618
Interest on participant loans2013-12-31$1,668
Interest earned on other investments2013-12-31$1,410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$92,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$98,460
Net investment gain/loss from pooled separate accounts2013-12-31$125,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$31,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$100,241
Contract administrator fees2013-12-31$15,472
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BUCKNO LISICKY & CO
Accountancy firm EIN2013-12-31232426656
2012 : MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$165,994
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$44,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$24,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$88,931
Value of total assets at end of year2012-12-31$1,218,189
Value of total assets at beginning of year2012-12-31$1,097,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$19,841
Total interest from all sources2012-12-31$2,185
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$110,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$88,931
Participant contributions at end of year2012-12-31$41,111
Participant contributions at beginning of year2012-12-31$21,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$121,164
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,218,189
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,097,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$5,006
Value of interest in pooled separate accounts at end of year2012-12-31$1,078,618
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,067,114
Interest on participant loans2012-12-31$1,210
Interest earned on other investments2012-12-31$975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$98,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,373
Net investment gain/loss from pooled separate accounts2012-12-31$74,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,989
Contract administrator fees2012-12-31$14,835
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BUCKNO LISICKY & CO
Accountancy firm EIN2012-12-31232426656
2011 : MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$110,914
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$71,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$51,290
Value of total corrective distributions2011-12-31$356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$128,334
Value of total assets at end of year2011-12-31$1,097,025
Value of total assets at beginning of year2011-12-31$1,057,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,354
Total interest from all sources2011-12-31$1,267
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$110,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$95,294
Participant contributions at end of year2011-12-31$21,538
Participant contributions at beginning of year2011-12-31$21,777
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$39,914
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,097,025
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,057,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$5,430
Value of interest in pooled separate accounts at end of year2011-12-31$1,067,114
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,032,592
Interest on participant loans2011-12-31$1,143
Interest earned on other investments2011-12-31$124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,742
Net investment gain/loss from pooled separate accounts2011-12-31$-18,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$33,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$51,290
Contract administrator fees2011-12-31$13,924
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KREISCHER MILLER COMPANY
Accountancy firm EIN2011-12-31231980475
2010 : MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$179,614
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$70,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$48,254
Expenses. Certain deemed distributions of participant loans2010-12-31$2,661
Value of total corrective distributions2010-12-31$1,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$112,626
Value of total assets at end of year2010-12-31$1,057,111
Value of total assets at beginning of year2010-12-31$947,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,824
Total interest from all sources2010-12-31$1,438
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$110,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$96,210
Participant contributions at end of year2010-12-31$21,777
Participant contributions at beginning of year2010-12-31$33,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$109,158
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,057,111
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$947,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$4,511
Value of interest in pooled separate accounts at end of year2010-12-31$1,032,592
Value of interest in pooled separate accounts at beginning of year2010-12-31$912,235
Interest on participant loans2010-12-31$1,366
Interest earned on other investments2010-12-31$72
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,812
Net investment gain/loss from pooled separate accounts2010-12-31$65,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$16,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$48,254
Contract administrator fees2010-12-31$13,313
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KREISCHER MILLER COMPANY
Accountancy firm EIN2010-12-31231980475
2009 : MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN

2022: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MAHONING VALLEY CONVALESCENT HOME, INC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP 36783
Policy instance 1
Insurance contract or identification numberGP 36783
Number of Individuals Covered86
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,028
Total amount of fees paid to insurance companyUSD $2,050
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $4,028
Amount paid for insurance broker fees1043
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE SALES AND BASE COMMISSIONS NON-MONETARY COMPENSATION TO SALES
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL GROUP
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP36783
Policy instance 1
Insurance contract or identification numberGP36783
Number of Individuals Covered100
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,673
Total amount of fees paid to insurance companyUSD $2,167
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $3,673
Amount paid for insurance broker fees944
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE, NON MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL GROUP
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP36783
Policy instance 1
Insurance contract or identification numberGP36783
Number of Individuals Covered107
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,518
Total amount of fees paid to insurance companyUSD $2,285
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $2,297
Amount paid for insurance broker fees588
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE NON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL GROUP
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP36783
Policy instance 1
Insurance contract or identification numberGP36783
Number of Individuals Covered111
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,275
Total amount of fees paid to insurance companyUSD $2,182
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP36783
Policy instance 1
Insurance contract or identification numberGP36783
Number of Individuals Covered114
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,825
Total amount of fees paid to insurance companyUSD $1,932
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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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