Logo

THE WASHINGTON HOME 401(K) PLAN 401k Plan overview

Plan NameTHE WASHINGTON HOME 401(K) PLAN
Plan identification number 001

THE WASHINGTON HOME 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

THE WASHINGTON HOME has sponsored the creation of one or more 401k plans.

Company Name:THE WASHINGTON HOME
Employer identification number (EIN):530196647
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WASHINGTON HOME 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-07-01KIMBERLEY BROWN KIMBERLEY BROWN2013-09-19

Plan Statistics for THE WASHINGTON HOME 401(K) PLAN

401k plan membership statisitcs for THE WASHINGTON HOME 401(K) PLAN

Measure Date Value
2011: THE WASHINGTON HOME 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01688
Total number of active participants reported on line 7a of the Form 55002011-07-01582
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0137
Total of all active and inactive participants2011-07-01619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01619
Number of participants with account balances2011-07-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-016

Financial Data on THE WASHINGTON HOME 401(K) PLAN

Measure Date Value
2012 : THE WASHINGTON HOME 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$490,612
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$730,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$717,421
Expenses. Certain deemed distributions of participant loans2012-06-30$11,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$460,925
Value of total assets at end of year2012-06-30$5,818,982
Value of total assets at beginning of year2012-06-30$6,059,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$2,325
Total interest from all sources2012-06-30$70,816
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$393,984
Participant contributions at end of year2012-06-30$162,510
Participant contributions at beginning of year2012-06-30$156,469
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$746
Other income not declared elsewhere2012-06-30$231
Administrative expenses (other) incurred2012-06-30$2,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-240,331
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,818,982
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,059,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,475,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,812,772
Interest on participant loans2012-06-30$6,741
Interest earned on other investments2012-06-30$64,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$2,180,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$2,090,072
Net investment gain/loss from pooled separate accounts2012-06-30$-41,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$66,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$717,421
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MCGLADREY LLP
Accountancy firm EIN2012-06-30420714325
2011 : THE WASHINGTON HOME 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$159,849
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$133,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$133,285
Expenses. Certain deemed distributions of participant loans2011-06-30$7,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$133,285
Value of total assets at end of year2011-06-30$1,198,927
Value of total assets at beginning of year2011-06-30$1,172,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$26,564
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$510,787
Participant contributions at end of year2011-06-30$156,469
Participant contributions at beginning of year2011-06-30$213,922
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$133,285
Other income not declared elsewhere2011-06-30$990
Administrative expenses (other) incurred2011-06-30$2,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$26,564
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,198,927
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,172,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$3,812,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,602,534
Interest on participant loans2011-06-30$8,047
Interest earned on other investments2011-06-30$66,388
Value of interest in common/collective trusts at end of year2011-06-30$1,198,927
Value of interest in common/collective trusts at beginning of year2011-06-30$1,172,363
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$26,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$2,090,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$2,404,730
Net investment gain/loss from pooled separate accounts2011-06-30$819,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$82,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$133,285
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CARLA MCGARRY, CPA & ASSOCIATES
Accountancy firm EIN2011-06-30213446949

Form 5500 Responses for THE WASHINGTON HOME 401(K) PLAN

2011: THE WASHINGTON HOME 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1