401k Plan data: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA plan

403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 401k Plan overview

Plan Name	403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA
Plan identification number	007

403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

BETH SHOLOM HOME OF VIRGINIA has sponsored the creation of one or more 401k plans.

Company Name: BETH SHOLOM HOME OF VIRGINIA

Employer identification number (EIN): 540525702

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

Additional information about BETH SHOLOM HOME OF VIRGINIA

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1945-04-27

Company Identification Number: 0051264

Legal Registered Office Address: 1600 JOHN ROLFE PKWY
PO BOX 1998
RICHMOND
United States of America (USA)
23233

More information about BETH SHOLOM HOME OF VIRGINIA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
007 2023-01-01 GINA FLORA 2024-10-11
007 2022-01-01
007 2021-01-01
007 2020-01-01
007 2019-01-01
007 2018-01-01
007 2017-01-01 JOHN BELLOTTI
007 2016-01-01 JOHN BELLOTTI
007 2016-01-01 JOHN BELLOTTI
007 2016-01-01
007 2015-01-01 JOHN BELLOTTI JANE COLBERT 2016-10-17
007 2015-01-01 JOHN BELLOTTI
007 2015-01-01
007 2014-01-01 JOHN BELLOTTI
007 2013-01-01 JOHN BELLOTTI
007 2012-01-01 JOHN BELLOTTI
007 2011-01-01 JOHN BELLOTTI
007 2009-01-01 ANA LEMBERT
007 2009-01-01 ANA LEMBERT

Plan Statistics for 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA

401k plan membership statisitcs for 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA

Measure Date Value
2022: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2022 401k membership
Total participants, beginning-of-year 2022-01-01 214
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 141
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 20
Total of all active and inactive participants 2022-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 161
Number of participants with account balances 2022-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2021 401k membership
Total participants, beginning-of-year 2021-01-01 445
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 183
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 24
Total of all active and inactive participants 2021-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 208
Number of participants with account balances 2021-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2020 401k membership
Total participants, beginning-of-year 2020-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 205
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 22
Total of all active and inactive participants 2020-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 229
Number of participants with account balances 2020-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2019 401k membership
Total participants, beginning-of-year 2019-01-01 303
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 278
Number of retired or separated participants receiving benefits 2019-01-01 21
Number of other retired or separated participants entitled to future benefits 2019-01-01 28
Total of all active and inactive participants 2019-01-01 327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 327
Number of participants with account balances 2019-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2018 401k membership
Total participants, beginning-of-year 2018-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 251
Number of other retired or separated participants entitled to future benefits 2018-01-01 44
Total of all active and inactive participants 2018-01-01 295
Total participants 2018-01-01 295
Number of participants with account balances 2018-01-01 150
2017: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2017 401k membership
Total participants, beginning-of-year 2017-01-01 256
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 209
Number of other retired or separated participants entitled to future benefits 2017-01-01 43
Total of all active and inactive participants 2017-01-01 252
Total participants 2017-01-01 252
Number of participants with account balances 2017-01-01 143
2016: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2016 401k membership
Total participants, beginning-of-year 2016-01-01 267
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 218
Number of other retired or separated participants entitled to future benefits 2016-01-01 38
Total of all active and inactive participants 2016-01-01 256
Total participants 2016-01-01 256
Number of participants with account balances 2016-01-01 109
2015: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2015 401k membership
Total participants, beginning-of-year 2015-01-01 287
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 310
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 315
Number of participants with account balances 2015-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2014 401k membership
Total participants, beginning-of-year 2014-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 62
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 35
Total of all active and inactive participants 2014-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 97
Number of participants with account balances 2014-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2013 401k membership
Total participants, beginning-of-year 2013-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 86
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 22
Total of all active and inactive participants 2013-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 108
Number of participants with account balances 2013-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2012 401k membership
Total participants, beginning-of-year 2012-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 147
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 14
Total of all active and inactive participants 2012-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 161
Number of participants with account balances 2012-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2011 401k membership
Total participants, beginning-of-year 2011-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 272
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 16
Total of all active and inactive participants 2011-01-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 288
Number of participants with account balances 2011-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2009 401k membership
Total participants, beginning-of-year 2009-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 242
Number of retired or separated participants receiving benefits 2009-01-01 11
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 253
Number of participants with account balances 2009-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2022 401k membership
Total participants, beginning-of-year	2022-01-01	214
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	141
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	20
Total of all active and inactive participants	2022-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	161
Number of participants with account balances	2022-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2021 401k membership
Total participants, beginning-of-year	2021-01-01	445
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	183
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	24
Total of all active and inactive participants	2021-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	208
Number of participants with account balances	2021-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2020 401k membership
Total participants, beginning-of-year	2020-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	205
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	22
Total of all active and inactive participants	2020-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	229
Number of participants with account balances	2020-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2019 401k membership
Total participants, beginning-of-year	2019-01-01	303
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	278
Number of retired or separated participants receiving benefits	2019-01-01	21
Number of other retired or separated participants entitled to future benefits	2019-01-01	28
Total of all active and inactive participants	2019-01-01	327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	327
Number of participants with account balances	2019-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2018 401k membership
Total participants, beginning-of-year	2018-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	251
Number of other retired or separated participants entitled to future benefits	2018-01-01	44
Total of all active and inactive participants	2018-01-01	295
Total participants	2018-01-01	295
Number of participants with account balances	2018-01-01	150
2017: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2017 401k membership
Total participants, beginning-of-year	2017-01-01	256
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	209
Number of other retired or separated participants entitled to future benefits	2017-01-01	43
Total of all active and inactive participants	2017-01-01	252
Total participants	2017-01-01	252
Number of participants with account balances	2017-01-01	143
2016: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2016 401k membership
Total participants, beginning-of-year	2016-01-01	267
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	218
Number of other retired or separated participants entitled to future benefits	2016-01-01	38
Total of all active and inactive participants	2016-01-01	256
Total participants	2016-01-01	256
Number of participants with account balances	2016-01-01	109
2015: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2015 401k membership
Total participants, beginning-of-year	2015-01-01	287
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	310
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	315
Number of participants with account balances	2015-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2014 401k membership
Total participants, beginning-of-year	2014-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	62
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	35
Total of all active and inactive participants	2014-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	97
Number of participants with account balances	2014-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2013 401k membership
Total participants, beginning-of-year	2013-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	86
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	22
Total of all active and inactive participants	2013-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	108
Number of participants with account balances	2013-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2012 401k membership
Total participants, beginning-of-year	2012-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	147
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	14
Total of all active and inactive participants	2012-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	161
Number of participants with account balances	2012-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2011 401k membership
Total participants, beginning-of-year	2011-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	272
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	16
Total of all active and inactive participants	2011-01-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	288
Number of participants with account balances	2011-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2009 401k membership
Total participants, beginning-of-year	2009-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	242
Number of retired or separated participants receiving benefits	2009-01-01	11
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	253
Number of participants with account balances	2009-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA

Measure	Date	Value
2022 : 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$598
Total income from all sources (including contributions)	2022-12-31	$-85,539
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$469,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$418,700
Expenses. Certain deemed distributions of participant loans	2022-12-31	$20,901
Value of total corrective distributions	2022-12-31	$598
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$209,868
Value of total assets at end of year	2022-12-31	$1,371,966
Value of total assets at beginning of year	2022-12-31	$1,927,921
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$29,619
Total interest from all sources	2022-12-31	$1,818
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$525,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$152,443
Participant contributions at end of year	2022-12-31	$10,771
Participant contributions at beginning of year	2022-12-31	$57,859
Participant contributions at end of year	2022-12-31	$5,587
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$598
Other income not declared elsewhere	2022-12-31	$108,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-555,357
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,371,966
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,927,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,151,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,478,266
Value of interest in pooled separate accounts at end of year	2022-12-31	$155,183
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$351,660
Interest on participant loans	2022-12-31	$1,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$47,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$40,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-405,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$57,425
Employer contributions (assets) at end of year	2022-12-31	$1,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$418,700
Contract administrator fees	2022-12-31	$29,619
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WALKER HEALTHCARE SERVICES GROUP CP
Accountancy firm EIN	2022-12-31	541643141
2021 : 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,001
Total income from all sources (including contributions)	2021-12-31	$502,672
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$723,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$689,790
Expenses. Certain deemed distributions of participant loans	2021-12-31	$1,204
Value of total corrective distributions	2021-12-31	$1,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$263,589
Value of total assets at end of year	2021-12-31	$1,927,921
Value of total assets at beginning of year	2021-12-31	$2,148,713
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$31,066
Total interest from all sources	2021-12-31	$4,722
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$525,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$176,655
Participant contributions at end of year	2021-12-31	$57,859
Participant contributions at beginning of year	2021-12-31	$137,175
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$1,001
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-220,389
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,927,323
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,147,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,478,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,632,364
Value of interest in pooled separate accounts at end of year	2021-12-31	$351,660
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$334,349
Interest on participant loans	2021-12-31	$4,722
Interest earned on other investments	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$40,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$44,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$184,648
Net investment gain/loss from pooled separate accounts	2021-12-31	$49,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$84,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$689,790
Contract administrator fees	2021-12-31	$30,801
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WALKER HEALTHCARE SERVICES GROUP CP
Accountancy firm EIN	2021-12-31	541643141
2020 : 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,001
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$713,169
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$677,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$618,571
Expenses. Certain deemed distributions of participant loans	2020-12-31	$25,949
Value of total corrective distributions	2020-12-31	$1,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$510,324
Value of total assets at end of year	2020-12-31	$2,148,713
Value of total assets at beginning of year	2020-12-31	$2,112,423
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$32,359
Total interest from all sources	2020-12-31	$6,787
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$91,073
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$91,073
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$550,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$242,551
Participant contributions at end of year	2020-12-31	$137,175
Participant contributions at beginning of year	2020-12-31	$139,410
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$171,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$1,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$35,289
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,147,712
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,112,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,632,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,581,395
Value of interest in pooled separate accounts at end of year	2020-12-31	$334,349
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$312,559
Interest on participant loans	2020-12-31	$6,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$44,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$79,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$71,666
Net investment gain/loss from pooled separate accounts	2020-12-31	$33,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$96,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$618,571
Contract administrator fees	2020-12-31	$32,359
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WALKER HEALTHCARE SERVICES GROUP CP
Accountancy firm EIN	2020-12-31	541643141
2019 : 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$661,510
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$744,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$719,153
Value of total corrective distributions	2019-12-31	$144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$314,944
Value of total assets at end of year	2019-12-31	$2,112,422
Value of total assets at beginning of year	2019-12-31	$2,195,204
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$24,995
Total interest from all sources	2019-12-31	$6,523
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$37,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$37,598
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$550,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$227,113
Participant contributions at end of year	2019-12-31	$139,409
Participant contributions at beginning of year	2019-12-31	$95,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-82,782
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,112,422
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,195,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,581,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,463,374
Value of interest in pooled separate accounts at end of year	2019-12-31	$312,559
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$250,523
Interest on participant loans	2019-12-31	$6,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$79,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$386,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$302,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$87,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$719,153
Contract administrator fees	2019-12-31	$24,995
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WALKER HEALTHCARE SRVCS GROUP CPAS
Accountancy firm EIN	2019-12-31	541643141
2018 : 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$3,753
Total income from all sources (including contributions)	2018-12-31	$207,034
Total of all expenses incurred	2018-12-31	$457,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$445,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$303,466
Value of total assets at end of year	2018-12-31	$2,195,204
Value of total assets at beginning of year	2018-12-31	$2,449,433
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$12,144
Total interest from all sources	2018-12-31	$4,011
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$26,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$26,343
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$550,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$215,599
Participant contributions at beginning of year	2018-12-31	$7,936
Assets. Loans (other than to participants) at end of year	2018-12-31	$95,074
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$63,253
Other income not declared elsewhere	2018-12-31	$1,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-250,476
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,195,204
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,445,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,463,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,474,670
Value of interest in pooled separate accounts at end of year	2018-12-31	$250,523
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$479,633
Interest on participant loans	2018-12-31	$4,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$386,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$420,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-115,829
Net investment gain/loss from pooled separate accounts	2018-12-31	$-12,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$87,867
Employer contributions (assets) at beginning of year	2018-12-31	$3,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$445,366
Contract administrator fees	2018-12-31	$12,144
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$3,753
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KING, SHORES & PRESTON CPAS, LLC
Accountancy firm EIN	2018-12-31	541643141
2017 : 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$4,517
Total income from all sources (including contributions)	2017-12-31	$569,063
Total of all expenses incurred	2017-12-31	$231,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$221,387
Value of total corrective distributions	2017-12-31	$3,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$297,481
Value of total assets at end of year	2017-12-31	$2,449,433
Value of total assets at beginning of year	2017-12-31	$2,112,306
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,032
Total interest from all sources	2017-12-31	$2,736
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$27,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$27,483
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$550,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$207,654
Participant contributions at end of year	2017-12-31	$7,936
Participant contributions at beginning of year	2017-12-31	$7,849
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$406
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$4,853
Assets. Loans (other than to participants) at end of year	2017-12-31	$63,253
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$68,136
Other income not declared elsewhere	2017-12-31	$2,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$337,891
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,445,680
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,107,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,474,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,219,326
Value of interest in pooled separate accounts at end of year	2017-12-31	$479,633
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$382,863
Interest on participant loans	2017-12-31	$2,736
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$420,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$425,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$162,961
Net investment gain/loss from pooled separate accounts	2017-12-31	$76,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$89,421
Employer contributions (assets) at end of year	2017-12-31	$3,731
Employer contributions (assets) at beginning of year	2017-12-31	$3,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$221,387
Contract administrator fees	2017-12-31	$6,032
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$3,753
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$4,517
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KING, SHORES & PRESTON CPAS, LLC
Accountancy firm EIN	2017-12-31	541643141
2016 : 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$4,517
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$5,249
Total income from all sources (including contributions)	2016-12-31	$428,368
Total of all expenses incurred	2016-12-31	$461,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$453,885
Value of total corrective distributions	2016-12-31	$2,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$323,082
Value of total assets at end of year	2016-12-31	$2,112,296
Value of total assets at beginning of year	2016-12-31	$2,146,414
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,647
Total interest from all sources	2016-12-31	$2,979
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$15,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$15,225
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$550,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$205,671
Participant contributions at end of year	2016-12-31	$7,849
Participant contributions at beginning of year	2016-12-31	$7,676
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$24,417
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$4,843
Assets. Loans (other than to participants) at end of year	2016-12-31	$68,136
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$78,785
Other income not declared elsewhere	2016-12-31	$2,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-33,386
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,107,779
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,141,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,219,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$980,621
Value of interest in pooled separate accounts at end of year	2016-12-31	$382,863
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$528,314
Interest on participant loans	2016-12-31	$2,979
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$425,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$547,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$51,523
Net investment gain/loss from pooled separate accounts	2016-12-31	$32,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$92,994
Employer contributions (assets) at end of year	2016-12-31	$3,684
Employer contributions (assets) at beginning of year	2016-12-31	$3,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$453,885
Contract administrator fees	2016-12-31	$5,647
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$4,517
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$5,249
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	KING, SHORES & PRESTON CPAS, LLC
Accountancy firm EIN	2016-12-31	541643141
2015 : 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$16,406
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	$5,185
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$-821,915
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$26,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$23,637
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$157,912
Value of total assets at end of year	2015-12-31	$1,243,411
Value of total assets at beginning of year	2015-12-31	$2,080,512
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,770
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$2,187
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$10,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$10,580
Administrative expenses professional fees incurred	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Amount of non-exempt transactions with any party-in-interest	2015-12-31	$0
Contributions received from participants	2015-12-31	$108,102
Participant contributions at end of year	2015-12-31	$72,014
Participant contributions at beginning of year	2015-12-31	$86,419
Participant contributions at end of year	2015-12-31	$7,676
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$235
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$-963,215
Administrative expenses (other) incurred	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$-848,322
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,243,411
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,075,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$988,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$0
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,075,453
Interest on participant loans	2015-12-31	$1,188
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$999
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$171,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$918,640
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-29,379
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$0
Net gain/loss from 103.12 investment entities	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$49,575
Employer contributions (assets) at end of year	2015-12-31	$3,620
Employer contributions (assets) at beginning of year	2015-12-31	$0
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$23,637
Contract administrator fees	2015-12-31	$2,770
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$5,249
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$5,185
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	KING, SHORES & PRESTON CPAS LLC
Accountancy firm EIN	2015-12-31	541643141
2014 : 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$5,185
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$3,909
Total income from all sources (including contributions)	2014-12-31	$321,003
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$234,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$231,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$232,693
Value of total assets at end of year	2014-12-31	$2,080,512
Value of total assets at beginning of year	2014-12-31	$1,992,257
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,168
Total interest from all sources	2014-12-31	$8,460
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 year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$2,168
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$550,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$144,857
Participant contributions at end of year	2014-12-31	$86,419
Participant contributions at beginning of year	2014-12-31	$77,918
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$5,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$86,979
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,075,327
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,988,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,075,453
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,177,972
Interest on participant loans	2014-12-31	$3,896
Interest earned on other investments	2014-12-31	$4,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$918,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$727,447
Net investment gain/loss from pooled separate accounts	2014-12-31	$79,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$87,836
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$3,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$231,856
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$5,185
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$3,909
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DIXON HUGHES GOODMAN
Accountancy firm EIN	2014-12-31	560747981
2013 : 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$3,909
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$478,509
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$180,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$177,547
Expenses. Certain deemed distributions of participant loans	2013-12-31	$999
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$238,568
Value of total assets at end of year	2013-12-31	$1,992,257
Value of total assets at beginning of year	2013-12-31	$1,689,964
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,579
Total interest from all sources	2013-12-31	$10,829
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 year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$1,579
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$550,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$153,327
Participant contributions at end of year	2013-12-31	$77,918
Participant contributions at beginning of year	2013-12-31	$61,526
Participant contributions at end of year	2013-12-31	$5,562
Participant contributions at beginning of year	2013-12-31	$5,307
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$4,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$298,384
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,988,348
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,689,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,177,972
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$992,733
Interest on participant loans	2013-12-31	$2,697
Interest earned on other investments	2013-12-31	$8,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$727,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$627,497
Net investment gain/loss from pooled separate accounts	2013-12-31	$229,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$81,126
Employer contributions (assets) at end of year	2013-12-31	$3,358
Employer contributions (assets) at beginning of year	2013-12-31	$2,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$177,547
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$3,909
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DIXON HUGHES GOODMAN
Accountancy firm EIN	2013-12-31	560747981
2012 : 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$438,592
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$66,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$65,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$326,833
Value of total assets at end of year	2012-12-31	$1,689,964
Value of total assets at beginning of year	2012-12-31	$1,318,265
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,315
Total interest from all sources	2012-12-31	$2,622
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 year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$1,315
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$550,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$165,756
Participant contributions at end of year	2012-12-31	$6,152
Participant contributions at beginning of year	2012-12-31	$48,610
Participant contributions at end of year	2012-12-31	$5,307
Participant contributions at beginning of year	2012-12-31	$4,652
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$80,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$371,699
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,689,964
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,318,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$986,581
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$737,540
Interest on participant loans	2012-12-31	$2,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$689,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$525,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$109,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$80,635
Employer contributions (assets) at end of year	2012-12-31	$2,901
Employer contributions (assets) at beginning of year	2012-12-31	$2,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$65,578
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2012-12-31	560747981
2011 : 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$204,184
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$62,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$60,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$214,683
Value of total assets at end of year	2011-12-31	$1,318,265
Value of total assets at beginning of year	2011-12-31	$1,176,285
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,205
Total interest from all sources	2011-12-31	$12,505
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$1,205
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$550,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$148,375
Participant contributions at end of year	2011-12-31	$48,610
Participant contributions at end of year	2011-12-31	$4,652
Participant contributions at beginning of year	2011-12-31	$2,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$141,980
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,318,265
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,176,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$737,540
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$647,214
Income. Interest from loans (other than to participants)	2011-12-31	$1,761
Interest earned on other investments	2011-12-31	$10,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$525,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$521,095
Net investment gain/loss from pooled separate accounts	2011-12-31	$-23,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$66,308
Employer contributions (assets) at end of year	2011-12-31	$2,142
Employer contributions (assets) at beginning of year	2011-12-31	$5,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$60,999
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2011-12-31	560747981
2010 : 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$337,904
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$237,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$235,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$237,332
Value of total assets at end of year	2010-12-31	$1,176,285
Value of total assets at beginning of year	2010-12-31	$1,075,448
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,129
Total interest from all sources	2010-12-31	$15,443
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$250,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$158,363
Participant contributions at end of year	2010-12-31	$2,245
Participant contributions at beginning of year	2010-12-31	$5,410
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$16,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$100,837
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,176,285
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,075,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$647,214
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$455,464
Interest on participant loans	2010-12-31	$2,161
Interest earned on other investments	2010-12-31	$15,443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$521,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$612,305
Net investment gain/loss from pooled separate accounts	2010-12-31	$85,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$62,655
Employer contributions (assets) at end of year	2010-12-31	$5,731
Employer contributions (assets) at beginning of year	2010-12-31	$2,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$235,938
Contract administrator fees	2010-12-31	$1,129
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2010-12-31	560747981
2009 : 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA

2022: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: 403B THRIFT PLAN OF BETH SHOLOM HOME OF VIRGINIA 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

769405-01

Policy instance

Insurance contract or identification number	769405-01
Number of Individuals Covered	3
Insurance policy start date	2002-09-10
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 63358-1

Policy instance

Insurance contract or identification number	MR 63358-1
Number of Individuals Covered	66
Insurance policy start date	2022-01-01
Insurance policy end date	2022-09-09
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 63358-1

Policy instance

Insurance contract or identification number	MR 63358-1
Number of Individuals Covered	66
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	CUSTODIAL GUARANTEED INTEREST CONTRACT
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	4
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 63358-1

Policy instance

Insurance contract or identification number	MR 63358-1
Number of Individuals Covered	230
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014270-K

Policy instance

Insurance contract or identification number	014270-K
Number of Individuals Covered	29
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

8-11678

Policy instance

Insurance contract or identification number	8-11678
Number of Individuals Covered	277
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	7
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014270-K

Policy instance

Insurance contract or identification number	014270-K
Number of Individuals Covered	34
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of fees paid to insurance company	USD $174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	174
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	273
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of fees paid to insurance company	USD $174
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	174
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	227
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $772
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $772
Insurance broker organization code?	3
Insurance broker name	SIGNATOR INSURANCE COMPANY, INC

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014270-K

Policy instance

Insurance contract or identification number	014270-K
Number of Individuals Covered	34
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of fees paid to insurance company	USD $174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	174
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	ARBORETUM ONE

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	315
Insurance policy start date	2015-06-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $154
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $154
Insurance broker organization code?	3
Insurance broker name	SIGNATOR INSURANCE AGENCY INC

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014270-K

Policy instance

Insurance contract or identification number	014270-K
Number of Individuals Covered	315
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of fees paid to insurance company	USD $278
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	278
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3
Insurance broker name	ARBORETUM

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014270-K

Policy instance

Insurance contract or identification number	014270-K
Number of Individuals Covered	97
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $261
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	261
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3
Insurance broker name	RICHMOND REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014270-K

Policy instance

Insurance contract or identification number	014270-K
Number of Individuals Covered	108
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $396
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	396
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3
Insurance broker name	RICHMOND REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014270-K

Policy instance

Insurance contract or identification number	014270-K
Number of Individuals Covered	108
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $264
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	80
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	STEVEN MCGREGOR

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014270-K

Policy instance

Insurance contract or identification number	014270-K
Number of Individuals Covered	73
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $350
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014270-K

Policy instance

Insurance contract or identification number	014270-K
Number of Individuals Covered	68
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $314
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BETH SHOLOM HOME OF VIRGINIA
Employer identification number (EIN):	540525702
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1945-04-27
Company Identification Number:	0051264
Legal Registered Office Address:	1600 JOHN ROLFE PKWY PO BOX 1998 RICHMOND United States of America (USA) 23233

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
007	2023-01-01	GINA FLORA	2024-10-11
007	2022-01-01
007	2021-01-01
007	2020-01-01
007	2019-01-01
007	2018-01-01
007	2017-01-01	JOHN BELLOTTI
007	2016-01-01	JOHN BELLOTTI
007	2016-01-01	JOHN BELLOTTI
007	2016-01-01
007	2015-01-01	JOHN BELLOTTI		JANE COLBERT	2016-10-17
007	2015-01-01	JOHN BELLOTTI
007	2015-01-01
007	2014-01-01	JOHN BELLOTTI
007	2013-01-01	JOHN BELLOTTI
007	2012-01-01	JOHN BELLOTTI
007	2011-01-01	JOHN BELLOTTI
007	2009-01-01	ANA LEMBERT
007	2009-01-01	ANA LEMBERT