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ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameST. ANNE HOME EMPLOYEES RETIREMENT PLAN
Plan identification number 001

ST. ANNE HOME EMPLOYEES RETIREMENT 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.

401k Sponsoring company profile

ST. ANNE HOME OF THE DIOCESE OF FORT WAYNE-SOUTH BEND, INC. has sponsored the creation of one or more 401k plans.

Company Name:ST. ANNE HOME OF THE DIOCESE OF FORT WAYNE-SOUTH BEND, INC.
Employer identification number (EIN):352024406
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. ANNE HOME EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01TERESA MILLER2023-10-11
0012021-01-01JUSTINE TUCKER2022-10-13
0012020-01-01JESSICA WALLACE2021-10-04
0012019-01-01
0012018-01-01JESSICA WALLACE2019-10-01
0012017-01-01DAVID DEFFENBAUGH DAVID DEFFENBAUGH2018-10-15
0012017-01-01DAVID DEFFENBAUGH DAVID DEFFENBAUGH2018-10-15
0012017-01-01
0012016-01-01DAVID DEFFENBAUGH DAVID DEFFENBAUGH2017-10-16
0012015-01-01MICHAEL S. RORICK MICHAEL S. RORICK2016-10-17
0012014-01-01MICHAEL RORICK MICHAEL RORICK2015-10-14
0012013-01-01JASON WARDWELL
0012012-01-01JASON WARDWELL
0012011-01-01MARY HAVERSTICK JASON E. WARDWELL2012-10-13
0012009-01-01LORI CARSON

Plan Statistics for ST. ANNE HOME EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for ST. ANNE HOME EMPLOYEES RETIREMENT PLAN

Measure Date Value
2023: ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01539
Total number of active participants reported on line 7a of the Form 55002023-01-01309
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01102
Total of all active and inactive participants2023-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01411
Number of participants with account balances2023-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0116
2022: ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01512
Total number of active participants reported on line 7a of the Form 55002022-01-01435
Number of retired or separated participants receiving benefits2022-01-01104
Total of all active and inactive participants2022-01-01539
Total participants2022-01-01539
Number of participants with account balances2022-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01542
Total number of active participants reported on line 7a of the Form 55002021-01-01410
Number of retired or separated participants receiving benefits2021-01-01102
Total of all active and inactive participants2021-01-01512
Total participants2021-01-01512
Number of participants with account balances2021-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01449
Total number of active participants reported on line 7a of the Form 55002020-01-01450
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0192
Total of all active and inactive participants2020-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01542
Number of participants with account balances2020-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0130
2019: ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01348
Total number of active participants reported on line 7a of the Form 55002019-01-01338
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01110
Total of all active and inactive participants2019-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01449
Number of participants with account balances2019-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0123
2018: ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01567
Total number of active participants reported on line 7a of the Form 55002018-01-01377
Number of retired or separated participants receiving benefits2018-01-0120
Number of other retired or separated participants entitled to future benefits2018-01-01122
Total of all active and inactive participants2018-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01519
Number of participants with account balances2018-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0138
2017: ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01589
Total number of active participants reported on line 7a of the Form 55002017-01-01352
Number of retired or separated participants receiving benefits2017-01-0160
Number of other retired or separated participants entitled to future benefits2017-01-01157
Total of all active and inactive participants2017-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01569
Number of participants with account balances2017-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0135
2016: ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01528
Total number of active participants reported on line 7a of the Form 55002016-01-01397
Number of retired or separated participants receiving benefits2016-01-0121
Number of other retired or separated participants entitled to future benefits2016-01-01170
Total of all active and inactive participants2016-01-01588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01588
Number of participants with account balances2016-01-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01418
Total number of active participants reported on line 7a of the Form 55002015-01-01408
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-01112
Total of all active and inactive participants2015-01-01528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01528
Number of participants with account balances2015-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01368
Total number of active participants reported on line 7a of the Form 55002014-01-01412
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0154
Total of all active and inactive participants2014-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01469
Number of participants with account balances2014-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01352
Total number of active participants reported on line 7a of the Form 55002013-01-01325
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01369
Number of participants with account balances2013-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01340
Total number of active participants reported on line 7a of the Form 55002012-01-01311
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01348
Number of participants with account balances2012-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01323
Total number of active participants reported on line 7a of the Form 55002011-01-01308
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01344
Number of participants with account balances2011-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01340
Total number of active participants reported on line 7a of the Form 55002009-01-01313
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01340
Number of participants with account balances2009-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on ST. ANNE HOME EMPLOYEES RETIREMENT PLAN

Measure Date Value
2023 : ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,086,738
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$962,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$914,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$407,526
Value of total assets at end of year2023-12-31$4,304,413
Value of total assets at beginning of year2023-12-31$4,180,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$48,609
Total interest from all sources2023-12-31$36
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$117,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$117,245
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$299,287
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$10,728
Total non interest bearing cash at end of year2023-12-31$882
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$124,014
Value of net assets at end of year (total assets less liabilities)2023-12-31$4,304,413
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,180,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$27,514
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$4,302,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,179,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$36
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$561,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$97,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$914,115
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HAINES, ISENBARGER & SKIBA,LLC
Accountancy firm EIN2023-12-31522127371
2022 : ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-311,256
Total of all expenses incurred2022-12-31$650,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$602,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$441,521
Value of total assets at end of year2022-12-31$4,180,399
Value of total assets at beginning of year2022-12-31$5,142,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$48,626
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$109,693
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$109,693
Administrative expenses professional fees incurred2022-12-31$48,626
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$329,800
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$11,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-961,982
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,180,399
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,142,381
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$4,179,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,142,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-862,470
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$100,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$602,100
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 name2022-12-31HAINES, ISENBARGER & SKIBA,LLC
Accountancy firm EIN2022-12-31522127371
2021 : ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,223,157
Total of all expenses incurred2021-12-31$979,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$927,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$527,167
Value of total assets at end of year2021-12-31$5,142,381
Value of total assets at beginning of year2021-12-31$4,898,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$51,392
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$372,209
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$372,209
Administrative expenses professional fees incurred2021-12-31$51,392
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$383,769
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$32,290
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$243,872
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,142,381
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,898,509
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$5,142,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,898,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$323,781
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$111,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$927,893
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31HAINES, ISENBARGER & SKIBA,LLC
Accountancy firm EIN2021-12-31522127371
2020 : ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$266
Total income from all sources (including contributions)2020-12-31$1,139,392
Total of all expenses incurred2020-12-31$415,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$354,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$581,344
Value of total assets at end of year2020-12-31$4,898,509
Value of total assets at beginning of year2020-12-31$4,174,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$61,503
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$105,031
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$105,031
Administrative expenses professional fees incurred2020-12-31$61,503
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$427,145
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$35,414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$266
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$723,803
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,898,509
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,174,706
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$4,898,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,174,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$453,017
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$118,785
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$354,086
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 name2020-12-31HAINES, ISENBARGER & SKIBA,LLC
Accountancy firm EIN2020-12-31522127371
2019 : ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$266
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$266
Total liabilities at beginning 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$1,301,568
Total income from all sources (including contributions)2019-12-31$1,301,568
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$847,922
Total of all expenses incurred2019-12-31$847,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$803,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$803,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$519,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$519,295
Value of total assets at end of year2019-12-31$4,174,972
Value of total assets at end of year2019-12-31$4,174,972
Value of total assets at beginning of year2019-12-31$3,721,060
Value of total assets at beginning of year2019-12-31$3,721,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,282
Total interest from all sources2019-12-31$782,273
Total interest from all sources2019-12-31$782,273
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$387,645
Contributions received from participants2019-12-31$387,645
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$14,558
Participant contributions at beginning of year2019-12-31$14,558
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,319
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,319
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$453,646
Value of net income/loss2019-12-31$453,646
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,174,706
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,174,706
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,721,060
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,721,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$4,174,972
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,174,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,702,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,702,571
Interest earned on other investments2019-12-31$782,273
Interest earned on other investments2019-12-31$782,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$117,331
Contributions received in cash from employer2019-12-31$117,331
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$3,931
Employer contributions (assets) at beginning of year2019-12-31$3,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$803,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$803,640
Contract administrator fees2019-12-31$44,282
Contract administrator fees2019-12-31$44,282
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HAINES, ISENBARGER & SKIBA, LLC
Accountancy firm name2019-12-31HAINES, ISENBARGER & SKIBA, LLC
Accountancy firm EIN2019-12-31522127371
Accountancy firm EIN2019-12-31522127371
2018 : ST. ANNE HOME EMPLOYEES RETIREMENT 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$323
Total income from all sources (including contributions)2018-12-31$339,732
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,362,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,311,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$588,915
Value of total assets at end of year2018-12-31$3,721,060
Value of total assets at beginning of year2018-12-31$4,743,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$50,886
Total interest from all sources2018-12-31$-249,183
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$406,333
Participant contributions at end of year2018-12-31$14,558
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$64,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$323
Administrative expenses (other) incurred2018-12-31$14,463
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$22,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,022,482
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,721,060
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,743,542
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
Investment advisory and management fees2018-12-31$19,777
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,702,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,720,783
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$-249,183
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$118,238
Employer contributions (assets) at end of year2018-12-31$3,931
Employer contributions (assets) at beginning of year2018-12-31$395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,311,328
Contract administrator fees2018-12-31$16,646
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 name2018-12-31HAINES, ISENBARGER, & SKIBA LLC
Accountancy firm EIN2018-12-31522127371
2017 : ST. ANNE HOME EMPLOYEES RETIREMENT 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$226
Total income from all sources (including contributions)2017-12-31$1,269,249
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$563,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$513,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$569,512
Value of total assets at end of year2017-12-31$4,743,542
Value of total assets at beginning of year2017-12-31$4,038,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,364
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$420,569
Participant contributions at end of year2017-12-31$395
Participant contributions at beginning of year2017-12-31$16,961
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$22,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$226
Total non interest bearing cash at end of year2017-12-31$1,284
Total non interest bearing cash at beginning of year2017-12-31$1,790
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$705,688
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,743,542
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,037,854
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
Investment advisory and management fees2017-12-31$16,902
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,741,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,014,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$699,737
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$126,935
Employer contributions (assets) at end of year2017-12-31$395
Employer contributions (assets) at beginning of year2017-12-31$5,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$513,197
Contract administrator fees2017-12-31$33,462
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 name2017-12-31BADEN GAGE & SCHROEDER
Accountancy firm EIN2017-12-31351939627
2016 : ST. ANNE HOME EMPLOYEES RETIREMENT 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$226
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$923,843
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$288,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$243,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$637,728
Value of total assets at end of year2016-12-31$4,038,080
Value of total assets at beginning of year2016-12-31$3,402,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$45,691
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$396,089
Participant contributions at end of year2016-12-31$16,961
Participant contributions at beginning of year2016-12-31$139
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$124,007
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$226
Other income not declared elsewhere2016-12-31$-1,286
Administrative expenses (other) incurred2016-12-31$25,707
Total non interest bearing cash at end of year2016-12-31$1,790
Total non interest bearing cash at beginning of year2016-12-31$23,475
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$634,974
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,037,854
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,402,880
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
Investment advisory and management fees2016-12-31$19,984
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,014,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,375,986
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$287,401
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$117,632
Employer contributions (assets) at end of year2016-12-31$5,263
Employer contributions (assets) at beginning of year2016-12-31$343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$243,178
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 name2016-12-31BADEN GAGE & SCHROEDER
Accountancy firm EIN2016-12-31351939627
2015 : ST. ANNE HOME EMPLOYEES RETIREMENT 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$14,158
Total income from all sources (including contributions)2015-12-31$386,024
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$189,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$152,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$430,684
Value of total assets at end of year2015-12-31$3,402,880
Value of total assets at beginning of year2015-12-31$3,220,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,956
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$320,832
Participant contributions at end of year2015-12-31$139
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$14,158
Other income not declared elsewhere2015-12-31$2,082
Administrative expenses (other) incurred2015-12-31$18,356
Total non interest bearing cash at end of year2015-12-31$23,475
Total non interest bearing cash at beginning of year2015-12-31$14,158
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$196,096
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,402,880
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,206,784
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
Investment advisory and management fees2015-12-31$18,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,375,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,203,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-46,742
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$100,689
Employer contributions (assets) at end of year2015-12-31$343
Employer contributions (assets) at beginning of year2015-12-31$1,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$152,972
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 name2015-12-31BADEN GAGE & SCHROEDER
Accountancy firm EIN2015-12-31351939627
2014 : ST. ANNE HOME EMPLOYEES RETIREMENT 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$14,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$667
Total income from all sources (including contributions)2014-12-31$565,225
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$494,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$466,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$370,268
Value of total assets at end of year2014-12-31$3,220,942
Value of total assets at beginning of year2014-12-31$3,136,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,014
Total interest from all sources2014-12-31$1,207
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$278,623
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$14,158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$667
Administrative expenses (other) incurred2014-12-31$14,402
Total non interest bearing cash at end of year2014-12-31$14,158
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$71,067
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,206,784
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,135,717
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
Investment advisory and management fees2014-12-31$13,612
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,203,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,136,374
Interest earned on other investments2014-12-31$1,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$193,750
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$90,792
Employer contributions (assets) at end of year2014-12-31$1,265
Employer contributions (assets) at beginning of year2014-12-31$10
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$466,144
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 name2014-12-31BADEN GAGE & SCHROEDER, LLC
Accountancy firm EIN2014-12-31351939627
2013 : ST. ANNE HOME EMPLOYEES RETIREMENT 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$667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$436
Total income from all sources (including contributions)2013-12-31$916,052
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$224,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$223,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$333,910
Value of total assets at end of year2013-12-31$3,136,384
Value of total assets at beginning of year2013-12-31$2,444,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,700
Total interest from all sources2013-12-31$0
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$1,000,000
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$256,351
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$436
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$691,249
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,135,717
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,444,468
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,136,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,444,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$582,142
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$74,734
Employer contributions (assets) at end of year2013-12-31$10
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$223,103
Contract administrator fees2013-12-31$1,700
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 name2013-12-31BADEN GAGE & SCHROEDER, LLC
Accountancy firm EIN2013-12-31351939627
2012 : ST. ANNE HOME EMPLOYEES RETIREMENT 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$436
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$651,376
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$625,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$623,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$327,433
Value of total assets at end of year2012-12-31$2,444,904
Value of total assets at beginning of year2012-12-31$2,418,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,819
Total interest from all sources2012-12-31$0
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$1,000,000
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$253,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$436
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$25,606
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,444,468
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,418,862
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,444,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,418,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$323,943
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
Contributions received in cash from employer2012-12-31$73,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$623,951
Contract administrator fees2012-12-31$1,819
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 name2012-12-31BADEN GAGE & SCHROEDER, LLC
Accountancy firm EIN2012-12-31351939627
2011 : ST. ANNE HOME EMPLOYEES RETIREMENT 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$320
Total income from all sources (including contributions)2011-12-31$528,364
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$73,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$73,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$503,769
Value of total assets at end of year2011-12-31$2,418,862
Value of total assets at beginning of year2011-12-31$1,964,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
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$1,000,000
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$235,289
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$194,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$320
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$454,829
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,418,862
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,964,033
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,418,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,964,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$24,595
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$73,813
Employer contributions (assets) at beginning of year2011-12-31$324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$73,535
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 name2011-12-31BADEN GAGE & SCHROEDER, LLC
Accountancy firm EIN2011-12-31351939627
2010 : ST. ANNE HOME EMPLOYEES RETIREMENT 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$320
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$442,083
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$82,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$82,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$251,925
Value of total assets at end of year2010-12-31$1,964,353
Value of total assets at beginning of year2010-12-31$1,604,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$320
Total interest from all sources2010-12-31$0
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$1,000,000
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$189,914
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$806
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$359,153
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,964,033
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,604,880
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,964,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,604,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$190,158
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$61,205
Employer contributions (assets) at end of year2010-12-31$324
Employer contributions (assets) at beginning of year2010-12-31$125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$82,610
Contract administrator fees2010-12-31$320
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BADEN, GAGE & SCHROEDER LLC
Accountancy firm EIN2010-12-31351939627
2009 : ST. ANNE HOME EMPLOYEES RETIREMENT 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 ST. ANNE HOME EMPLOYEES RETIREMENT PLAN

2023: ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ST. ANNE HOME EMPLOYEES RETIREMENT 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: ST. ANNE HOME EMPLOYEES RETIREMENT 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: ST. ANNE HOME EMPLOYEES RETIREMENT 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: ST. ANNE HOME EMPLOYEES RETIREMENT 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: ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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: ST. ANNE HOME EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ST. ANNE HOME EMPLOYEES RETIREMENT 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST. ANNE HOME EMPLOYEES RETIREMENT 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. ANNE HOME EMPLOYEES RETIREMENT 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ST. ANNE HOME EMPLOYEES RETIREMENT 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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