401k Plan data: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN plan

PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN
Plan identification number	003

PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE PRESBYTERIAN HOMES, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE PRESBYTERIAN HOMES, INC.

Employer identification number (EIN): 560564344

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-10-01
003 2021-10-01
003 2020-10-01
003 2019-10-01
003 2018-10-01
003 2017-10-01
003 2016-10-01
003 2015-10-01 JULIA HANOVER
003 2014-10-01 JULIA HANOVER JULIA HANOVER 2016-04-29
003 2013-10-01 JULIA HANOVER JULIA HANOVER 2015-04-28
003 2012-10-01 JULIA HANOVER JULIA HANOVER 2014-07-09
003 2011-10-01 JULIA HANOVER JULIA HANOVER 2013-04-30
003 2009-10-01 JULIA HANOVER JULIA HANOVER 2011-05-02

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2022-10-01
003	2021-10-01
003	2020-10-01
003	2019-10-01
003	2018-10-01
003	2017-10-01
003	2016-10-01
003	2015-10-01	JULIA HANOVER
003	2014-10-01	JULIA HANOVER	JULIA HANOVER	2016-04-29
003	2013-10-01	JULIA HANOVER	JULIA HANOVER	2015-04-28
003	2012-10-01	JULIA HANOVER	JULIA HANOVER	2014-07-09
003	2011-10-01	JULIA HANOVER	JULIA HANOVER	2013-04-30
003	2009-10-01	JULIA HANOVER	JULIA HANOVER	2011-05-02

Plan Statistics for PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN

401k plan membership statisitcs for PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN

Measure Date Value
2022: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-10-01 1,024
Total number of active participants reported on line 7a of the Form 5500 2022-10-01 782
Number of retired or separated participants receiving benefits 2022-10-01 16
Number of other retired or separated participants entitled to future benefits 2022-10-01 183
Total of all active and inactive participants 2022-10-01 981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-10-01 1
Total participants 2022-10-01 982
Number of participants with account balances 2022-10-01 897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-10-01 340
2021: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 945
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 827
Number of retired or separated participants receiving benefits 2021-10-01 4
Number of other retired or separated participants entitled to future benefits 2021-10-01 193
Total of all active and inactive participants 2021-10-01 1,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 1,024
Number of participants with account balances 2021-10-01 875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 420
2020: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 945
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 745
Number of retired or separated participants receiving benefits 2020-10-01 21
Number of other retired or separated participants entitled to future benefits 2020-10-01 177
Total of all active and inactive participants 2020-10-01 943
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 2
Total participants 2020-10-01 945
Number of participants with account balances 2020-10-01 840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 65
2019: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 883
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 749
Number of retired or separated participants receiving benefits 2019-10-01 26
Number of other retired or separated participants entitled to future benefits 2019-10-01 152
Total of all active and inactive participants 2019-10-01 927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 927
Number of participants with account balances 2019-10-01 828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 37
2018: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 1,042
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 733
Number of retired or separated participants receiving benefits 2018-10-01 13
Number of other retired or separated participants entitled to future benefits 2018-10-01 113
Total of all active and inactive participants 2018-10-01 859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 859
Number of participants with account balances 2018-10-01 760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 54
2017: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 920
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 703
Number of retired or separated participants receiving benefits 2017-10-01 21
Number of other retired or separated participants entitled to future benefits 2017-10-01 307
Total of all active and inactive participants 2017-10-01 1,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 1,031
Number of participants with account balances 2017-10-01 913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 24
2016: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 829
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 679
Number of retired or separated participants receiving benefits 2016-10-01 19
Number of other retired or separated participants entitled to future benefits 2016-10-01 220
Total of all active and inactive participants 2016-10-01 918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 918
Number of participants with account balances 2016-10-01 759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 805
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 705
Number of retired or separated participants receiving benefits 2015-10-01 8
Number of other retired or separated participants entitled to future benefits 2015-10-01 131
Total of all active and inactive participants 2015-10-01 844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 844
Number of participants with account balances 2015-10-01 599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 816
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 695
Number of retired or separated participants receiving benefits 2014-10-01 3
Number of other retired or separated participants entitled to future benefits 2014-10-01 84
Total of all active and inactive participants 2014-10-01 782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 782
Number of participants with account balances 2014-10-01 500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 802
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 672
Number of retired or separated participants receiving benefits 2013-10-01 12
Number of other retired or separated participants entitled to future benefits 2013-10-01 88
Total of all active and inactive participants 2013-10-01 772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 772
Number of participants with account balances 2013-10-01 502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 777
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 633
Number of retired or separated participants receiving benefits 2012-10-01 13
Number of other retired or separated participants entitled to future benefits 2012-10-01 115
Total of all active and inactive participants 2012-10-01 761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 761
Number of participants with account balances 2012-10-01 515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 770
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 644
Number of retired or separated participants receiving benefits 2011-10-01 14
Number of other retired or separated participants entitled to future benefits 2011-10-01 120
Total of all active and inactive participants 2011-10-01 778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 778
Number of participants with account balances 2011-10-01 495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2009: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 756
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 633
Number of retired or separated participants receiving benefits 2009-10-01 12
Number of other retired or separated participants entitled to future benefits 2009-10-01 106
Total of all active and inactive participants 2009-10-01 751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 751
Number of participants with account balances 2009-10-01 487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2022: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-10-01	1,024
Total number of active participants reported on line 7a of the Form 5500	2022-10-01	782
Number of retired or separated participants receiving benefits	2022-10-01	16
Number of other retired or separated participants entitled to future benefits	2022-10-01	183
Total of all active and inactive participants	2022-10-01	981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-10-01	1
Total participants	2022-10-01	982
Number of participants with account balances	2022-10-01	897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-10-01	340
2021: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	945
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	827
Number of retired or separated participants receiving benefits	2021-10-01	4
Number of other retired or separated participants entitled to future benefits	2021-10-01	193
Total of all active and inactive participants	2021-10-01	1,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	1,024
Number of participants with account balances	2021-10-01	875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	420
2020: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	945
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	745
Number of retired or separated participants receiving benefits	2020-10-01	21
Number of other retired or separated participants entitled to future benefits	2020-10-01	177
Total of all active and inactive participants	2020-10-01	943
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	2
Total participants	2020-10-01	945
Number of participants with account balances	2020-10-01	840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	65
2019: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	883
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	749
Number of retired or separated participants receiving benefits	2019-10-01	26
Number of other retired or separated participants entitled to future benefits	2019-10-01	152
Total of all active and inactive participants	2019-10-01	927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	927
Number of participants with account balances	2019-10-01	828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	37
2018: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	1,042
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	733
Number of retired or separated participants receiving benefits	2018-10-01	13
Number of other retired or separated participants entitled to future benefits	2018-10-01	113
Total of all active and inactive participants	2018-10-01	859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	859
Number of participants with account balances	2018-10-01	760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	54
2017: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	920
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	703
Number of retired or separated participants receiving benefits	2017-10-01	21
Number of other retired or separated participants entitled to future benefits	2017-10-01	307
Total of all active and inactive participants	2017-10-01	1,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	1,031
Number of participants with account balances	2017-10-01	913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	24
2016: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	829
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	679
Number of retired or separated participants receiving benefits	2016-10-01	19
Number of other retired or separated participants entitled to future benefits	2016-10-01	220
Total of all active and inactive participants	2016-10-01	918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	918
Number of participants with account balances	2016-10-01	759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	805
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	705
Number of retired or separated participants receiving benefits	2015-10-01	8
Number of other retired or separated participants entitled to future benefits	2015-10-01	131
Total of all active and inactive participants	2015-10-01	844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	844
Number of participants with account balances	2015-10-01	599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	816
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	695
Number of retired or separated participants receiving benefits	2014-10-01	3
Number of other retired or separated participants entitled to future benefits	2014-10-01	84
Total of all active and inactive participants	2014-10-01	782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	782
Number of participants with account balances	2014-10-01	500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	802
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	672
Number of retired or separated participants receiving benefits	2013-10-01	12
Number of other retired or separated participants entitled to future benefits	2013-10-01	88
Total of all active and inactive participants	2013-10-01	772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	772
Number of participants with account balances	2013-10-01	502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	777
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	633
Number of retired or separated participants receiving benefits	2012-10-01	13
Number of other retired or separated participants entitled to future benefits	2012-10-01	115
Total of all active and inactive participants	2012-10-01	761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	761
Number of participants with account balances	2012-10-01	515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	770
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	644
Number of retired or separated participants receiving benefits	2011-10-01	14
Number of other retired or separated participants entitled to future benefits	2011-10-01	120
Total of all active and inactive participants	2011-10-01	778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	778
Number of participants with account balances	2011-10-01	495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2009: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	756
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	633
Number of retired or separated participants receiving benefits	2009-10-01	12
Number of other retired or separated participants entitled to future benefits	2009-10-01	106
Total of all active and inactive participants	2009-10-01	751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	751
Number of participants with account balances	2009-10-01	487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN

Measure	Date	Value
2023 : PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-09-30	$0
Total unrealized appreciation/depreciation of assets	2023-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-09-30	$0
Expenses. Interest paid	2023-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-09-30	$0
Total income from all sources (including contributions)	2023-09-30	$5,422,778
Total loss/gain on sale of assets	2023-09-30	$0
Total of all expenses incurred	2023-09-30	$1,879,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-09-30	$1,813,129
Expenses. Certain deemed distributions of participant loans	2023-09-30	$2,083
Value of total corrective distributions	2023-09-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-09-30	$2,731,802
Value of total assets at end of year	2023-09-30	$24,562,739
Value of total assets at beginning of year	2023-09-30	$21,019,170
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-09-30	$63,997
Total income from rents	2023-09-30	$0
Total interest from all sources	2023-09-30	$39,952
Total dividends received (eg from common stock, registered investment company shares)	2023-09-30	$1,010,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-09-30	$1,010,879
Assets. Real estate other than employer real property at end of year	2023-09-30	$0
Assets. Real estate other than employer real property at beginning of year	2023-09-30	$0
Administrative expenses professional fees incurred	2023-09-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-09-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-09-30	$0
Was this plan covered by a fidelity bond	2023-09-30	Yes
Value of fidelity bond cover	2023-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2023-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-09-30	No
Contributions received from participants	2023-09-30	$1,869,217
Participant contributions at end of year	2023-09-30	$501,575
Participant contributions at beginning of year	2023-09-30	$473,944
Participant contributions at end of year	2023-09-30	$0
Participant contributions at beginning of year	2023-09-30	$0
Assets. Other investments not covered elsewhere at end of year	2023-09-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-09-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-09-30	$0
Assets. Loans (other than to participants) at end of year	2023-09-30	$0
Assets. Loans (other than to participants) at beginning of year	2023-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-09-30	$0
Other income not declared elsewhere	2023-09-30	$51,907
Administrative expenses (other) incurred	2023-09-30	$0
Total non interest bearing cash at end of year	2023-09-30	$0
Total non interest bearing cash at beginning of year	2023-09-30	$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	2023-09-30	No
Income. Non cash contributions	2023-09-30	$0
Value of net income/loss	2023-09-30	$3,543,569
Value of net assets at end of year (total assets less liabilities)	2023-09-30	$24,562,739
Value of net assets at beginning of year (total assets less liabilities)	2023-09-30	$21,019,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-09-30	No
Were any leases to which the plan was party in default or uncollectible	2023-09-30	No
Assets. partnership/joint venture interests at end of year	2023-09-30	$0
Assets. partnership/joint venture interests at beginning of year	2023-09-30	$0
Investment advisory and management fees	2023-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-09-30	$23,712,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-09-30	$20,329,174
Interest on participant loans	2023-09-30	$27,725
Income. Interest from loans (other than to participants)	2023-09-30	$0
Interest earned on other investments	2023-09-30	$0
Income. Interest from US Government securities	2023-09-30	$0
Income. Interest from corporate debt instruments	2023-09-30	$0
Value of interest in master investment trust accounts at end of year	2023-09-30	$0
Value of interest in master investment trust accounts at beginning of year	2023-09-30	$0
Value of interest in common/collective trusts at end of year	2023-09-30	$0
Value of interest in common/collective trusts at beginning of year	2023-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-09-30	$349,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-09-30	$216,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-09-30	$216,052
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-09-30	$12,227
Assets. Value of investments in 103.12 investment entities at end of year	2023-09-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-09-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2023-09-30	$0
Asset value of US Government securities at end of year	2023-09-30	$0
Asset value of US Government securities at beginning of year	2023-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-09-30	$1,588,238
Net investment gain/loss from pooled separate accounts	2023-09-30	$0
Net investment gain or loss from common/collective trusts	2023-09-30	$0
Net gain/loss from 103.12 investment entities	2023-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-09-30	No
Was there a failure to transmit to the plan any participant contributions	2023-09-30	No
Has the plan failed to provide any benefit when due under the plan	2023-09-30	No
Assets. Invements in employer securities at end of year	2023-09-30	$0
Assets. Invements in employer securities at beginning of year	2023-09-30	$0
Assets. Value of employer real property at end of year	2023-09-30	$0
Assets. Value of employer real property at beginning of year	2023-09-30	$0
Contributions received in cash from employer	2023-09-30	$862,585
Employer contributions (assets) at end of year	2023-09-30	$0
Employer contributions (assets) at beginning of year	2023-09-30	$0
Income. Dividends from preferred stock	2023-09-30	$0
Income. Dividends from common stock	2023-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-09-30	$1,813,129
Asset. Corporate debt instrument preferred debt at end of year	2023-09-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-09-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-09-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-09-30	$0
Contract administrator fees	2023-09-30	$63,997
Assets. Corporate common stocks other than exployer securities at end of year	2023-09-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-09-30	$0
Liabilities. Value of benefit claims payable at end of year	2023-09-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-09-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-09-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-09-30	$0
Did the plan have assets held for investment	2023-09-30	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	2023-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-09-30	No
Aggregate proceeds on sale of assets	2023-09-30	$0
Aggregate carrying amount (costs) on sale of assets	2023-09-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-09-30	$0
Opinion of an independent qualified public accountant for this plan	2023-09-30	Unqualified
Accountancy firm name	2023-09-30	BERNARD ROBINSON & CO LLP
Accountancy firm EIN	2023-09-30	560571159
2022 : PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-09-30	$0
Total unrealized appreciation/depreciation of assets	2022-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Expenses. Interest paid	2022-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-09-30	$0
Total income from all sources (including contributions)	2022-09-30	$-1,032,658
Total loss/gain on sale of assets	2022-09-30	$0
Total of all expenses incurred	2022-09-30	$1,789,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-09-30	$1,719,621
Expenses. Certain deemed distributions of participant loans	2022-09-30	$4,079
Value of total corrective distributions	2022-09-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-09-30	$2,531,650
Value of total assets at end of year	2022-09-30	$21,019,170
Value of total assets at beginning of year	2022-09-30	$23,841,457
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-09-30	$65,929
Total income from rents	2022-09-30	$0
Total interest from all sources	2022-09-30	$15,527
Total dividends received (eg from common stock, registered investment company shares)	2022-09-30	$1,171,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-09-30	$1,171,086
Assets. Real estate other than employer real property at end of year	2022-09-30	$0
Assets. Real estate other than employer real property at beginning of year	2022-09-30	$0
Administrative expenses professional fees incurred	2022-09-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-09-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-09-30	$0
Was this plan covered by a fidelity bond	2022-09-30	Yes
Value of fidelity bond cover	2022-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-09-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-09-30	No
Contributions received from participants	2022-09-30	$1,658,152
Participant contributions at end of year	2022-09-30	$473,944
Participant contributions at beginning of year	2022-09-30	$419,279
Participant contributions at end of year	2022-09-30	$0
Participant contributions at beginning of year	2022-09-30	$0
Assets. Other investments not covered elsewhere at end of year	2022-09-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-09-30	$143,837
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-09-30	$0
Assets. Loans (other than to participants) at end of year	2022-09-30	$0
Assets. Loans (other than to participants) at beginning of year	2022-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-09-30	$0
Other income not declared elsewhere	2022-09-30	$21,090
Administrative expenses (other) incurred	2022-09-30	$0
Total non interest bearing cash at end of year	2022-09-30	$0
Total non interest bearing cash at beginning of year	2022-09-30	$1,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Income. Non cash contributions	2022-09-30	$0
Value of net income/loss	2022-09-30	$-2,822,287
Value of net assets at end of year (total assets less liabilities)	2022-09-30	$21,019,170
Value of net assets at beginning of year (total assets less liabilities)	2022-09-30	$23,841,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-09-30	No
Were any leases to which the plan was party in default or uncollectible	2022-09-30	No
Assets. partnership/joint venture interests at end of year	2022-09-30	$0
Assets. partnership/joint venture interests at beginning of year	2022-09-30	$0
Investment advisory and management fees	2022-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-09-30	$20,329,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-09-30	$23,420,281
Interest on participant loans	2022-09-30	$13,568
Income. Interest from loans (other than to participants)	2022-09-30	$0
Interest earned on other investments	2022-09-30	$0
Income. Interest from US Government securities	2022-09-30	$0
Income. Interest from corporate debt instruments	2022-09-30	$0
Value of interest in master investment trust accounts at end of year	2022-09-30	$0
Value of interest in master investment trust accounts at beginning of year	2022-09-30	$0
Value of interest in common/collective trusts at end of year	2022-09-30	$0
Value of interest in common/collective trusts at beginning of year	2022-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-09-30	$216,052
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-09-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-09-30	$1,959
Assets. Value of investments in 103.12 investment entities at end of year	2022-09-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-09-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-09-30	$0
Asset value of US Government securities at end of year	2022-09-30	$0
Asset value of US Government securities at beginning of year	2022-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-09-30	$-4,772,011
Net investment gain/loss from pooled separate accounts	2022-09-30	$0
Net investment gain or loss from common/collective trusts	2022-09-30	$0
Net gain/loss from 103.12 investment entities	2022-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-09-30	No
Was there a failure to transmit to the plan any participant contributions	2022-09-30	No
Has the plan failed to provide any benefit when due under the plan	2022-09-30	No
Assets. Invements in employer securities at end of year	2022-09-30	$0
Assets. Invements in employer securities at beginning of year	2022-09-30	$0
Assets. Value of employer real property at end of year	2022-09-30	$0
Assets. Value of employer real property at beginning of year	2022-09-30	$0
Contributions received in cash from employer	2022-09-30	$729,661
Employer contributions (assets) at end of year	2022-09-30	$0
Employer contributions (assets) at beginning of year	2022-09-30	$0
Income. Dividends from preferred stock	2022-09-30	$0
Income. Dividends from common stock	2022-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-09-30	$1,719,621
Asset. Corporate debt instrument preferred debt at end of year	2022-09-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-09-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-09-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-09-30	$0
Contract administrator fees	2022-09-30	$65,929
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	2022-09-30	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2022-09-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-09-30	$0
Liabilities. Value of benefit claims payable at end of year	2022-09-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-09-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-09-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-09-30	$0
Did the plan have assets held for investment	2022-09-30	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	2022-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-09-30	No
Aggregate proceeds on sale of assets	2022-09-30	$0
Aggregate carrying amount (costs) on sale of assets	2022-09-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-09-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-09-30	$0
Opinion of an independent qualified public accountant for this plan	2022-09-30	Unqualified
Accountancy firm name	2022-09-30	BERNARD ROBINSON & CO LLP
Accountancy firm EIN	2022-09-30	560571159
2021 : PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total income from all sources (including contributions)	2021-09-30	$6,648,879
Total loss/gain on sale of assets	2021-09-30	$0
Total of all expenses incurred	2021-09-30	$2,861,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-09-30	$2,756,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-09-30	$2,175,090
Value of total assets at end of year	2021-09-30	$23,841,457
Value of total assets at beginning of year	2021-09-30	$20,053,593
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-09-30	$104,765
Total interest from all sources	2021-09-30	$23,972
Total dividends received (eg from common stock, registered investment company shares)	2021-09-30	$855,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-09-30	$855,748
Was this plan covered by a fidelity bond	2021-09-30	Yes
Value of fidelity bond cover	2021-09-30	$750,000
If this is an individual account plan, was there a blackout period	2021-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-09-30	No
Contributions received from participants	2021-09-30	$1,486,249
Participant contributions at end of year	2021-09-30	$419,279
Participant contributions at beginning of year	2021-09-30	$411,551
Income. Received or receivable in cash from other sources (including rollovers)	2021-09-30	$24,383
Other income not declared elsewhere	2021-09-30	$68,074
Administrative expenses (other) incurred	2021-09-30	$11,652
Total non interest bearing cash at end of year	2021-09-30	$1,897
Total non interest bearing cash at beginning of year	2021-09-30	$9,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Value of net income/loss	2021-09-30	$3,787,864
Value of net assets at end of year (total assets less liabilities)	2021-09-30	$23,841,457
Value of net assets at beginning of year (total assets less liabilities)	2021-09-30	$20,053,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-09-30	No
Were any leases to which the plan was party in default or uncollectible	2021-09-30	No
Investment advisory and management fees	2021-09-30	$43,927
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-09-30	$23,420,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-09-30	$19,632,460
Interest on participant loans	2021-09-30	$23,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-09-30	$3,525,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-09-30	No
Was there a failure to transmit to the plan any participant contributions	2021-09-30	No
Has the plan failed to provide any benefit when due under the plan	2021-09-30	No
Contributions received in cash from employer	2021-09-30	$664,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-09-30	$2,756,250
Contract administrator fees	2021-09-30	$49,186
Did the plan have assets held for investment	2021-09-30	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	2021-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-09-30	No
Opinion of an independent qualified public accountant for this plan	2021-09-30	Disclaimer
Accountancy firm name	2021-09-30	BERNARD ROBINSON & CO, LLP
Accountancy firm EIN	2021-09-30	560571159
2020 : PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total income from all sources (including contributions)	2020-09-30	$3,692,504
Total loss/gain on sale of assets	2020-09-30	$0
Total of all expenses incurred	2020-09-30	$1,062,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-09-30	$959,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-09-30	$1,939,039
Value of total assets at end of year	2020-09-30	$20,053,593
Value of total assets at beginning of year	2020-09-30	$17,423,307
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-09-30	$102,382
Total interest from all sources	2020-09-30	$27,591
Total dividends received (eg from common stock, registered investment company shares)	2020-09-30	$764,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-09-30	$764,032
Administrative expenses professional fees incurred	2020-09-30	$0
Was this plan covered by a fidelity bond	2020-09-30	Yes
Value of fidelity bond cover	2020-09-30	$750,000
If this is an individual account plan, was there a blackout period	2020-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-09-30	No
Contributions received from participants	2020-09-30	$1,288,917
Participant contributions at end of year	2020-09-30	$411,551
Participant contributions at beginning of year	2020-09-30	$439,225
Income. Received or receivable in cash from other sources (including rollovers)	2020-09-30	$7,366
Other income not declared elsewhere	2020-09-30	$33,536
Administrative expenses (other) incurred	2020-09-30	$10,350
Total non interest bearing cash at end of year	2020-09-30	$9,582
Total non interest bearing cash at beginning of year	2020-09-30	$36,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Value of net income/loss	2020-09-30	$2,630,286
Value of net assets at end of year (total assets less liabilities)	2020-09-30	$20,053,593
Value of net assets at beginning of year (total assets less liabilities)	2020-09-30	$17,423,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-09-30	No
Were any leases to which the plan was party in default or uncollectible	2020-09-30	No
Investment advisory and management fees	2020-09-30	$34,806
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-09-30	$19,632,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-09-30	$16,947,474
Interest on participant loans	2020-09-30	$27,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-09-30	$928,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-09-30	No
Was there a failure to transmit to the plan any participant contributions	2020-09-30	No
Has the plan failed to provide any benefit when due under the plan	2020-09-30	No
Contributions received in cash from employer	2020-09-30	$642,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-09-30	$959,836
Contract administrator fees	2020-09-30	$57,226
Did the plan have assets held for investment	2020-09-30	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	2020-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-09-30	Disclaimer
Accountancy firm name	2020-09-30	BERNARD ROBINSON & CO, LLP
Accountancy firm EIN	2020-09-30	560571159
2019 : PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$0
Total income from all sources (including contributions)	2019-09-30	$2,229,285
Total loss/gain on sale of assets	2019-09-30	$0
Total of all expenses incurred	2019-09-30	$1,310,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-09-30	$1,206,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-09-30	$1,915,399
Value of total assets at end of year	2019-09-30	$17,423,307
Value of total assets at beginning of year	2019-09-30	$16,504,427
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-09-30	$103,520
Total interest from all sources	2019-09-30	$23,265
Total dividends received (eg from common stock, registered investment company shares)	2019-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-09-30	No
Was this plan covered by a fidelity bond	2019-09-30	Yes
Value of fidelity bond cover	2019-09-30	$750,000
If this is an individual account plan, was there a blackout period	2019-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-09-30	No
Contributions received from participants	2019-09-30	$1,209,223
Participant contributions at end of year	2019-09-30	$439,225
Participant contributions at beginning of year	2019-09-30	$306,566
Income. Received or receivable in cash from other sources (including rollovers)	2019-09-30	$107,557
Other income not declared elsewhere	2019-09-30	$77,678
Administrative expenses (other) incurred	2019-09-30	$7,739
Total non interest bearing cash at end of year	2019-09-30	$36,608
Total non interest bearing cash at beginning of year	2019-09-30	$1,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Value of net income/loss	2019-09-30	$918,880
Value of net assets at end of year (total assets less liabilities)	2019-09-30	$17,423,307
Value of net assets at beginning of year (total assets less liabilities)	2019-09-30	$16,504,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-09-30	No
Were any leases to which the plan was party in default or uncollectible	2019-09-30	No
Investment advisory and management fees	2019-09-30	$31,844
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-09-30	$16,947,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-09-30	$16,196,086
Interest on participant loans	2019-09-30	$23,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-09-30	$212,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-09-30	No
Was there a failure to transmit to the plan any participant contributions	2019-09-30	No
Has the plan failed to provide any benefit when due under the plan	2019-09-30	No
Contributions received in cash from employer	2019-09-30	$598,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-09-30	$1,206,885
Contract administrator fees	2019-09-30	$63,937
Did the plan have assets held for investment	2019-09-30	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	2019-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-09-30	Disclaimer
Accountancy firm name	2019-09-30	BERNANRD ROBINSON & CO, LLP
Accountancy firm EIN	2019-09-30	560571159
2018 : PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total income from all sources (including contributions)	2018-09-30	$3,264,557
Total loss/gain on sale of assets	2018-09-30	$0
Total of all expenses incurred	2018-09-30	$1,093,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-09-30	$1,045,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-09-30	$1,724,264
Value of total assets at end of year	2018-09-30	$16,504,427
Value of total assets at beginning of year	2018-09-30	$14,333,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-09-30	$48,280
Total interest from all sources	2018-09-30	$18,192
Total dividends received (eg from common stock, registered investment company shares)	2018-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-09-30	No
Administrative expenses professional fees incurred	2018-09-30	$33,604
Was this plan covered by a fidelity bond	2018-09-30	Yes
Value of fidelity bond cover	2018-09-30	$750,000
If this is an individual account plan, was there a blackout period	2018-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-09-30	No
Contributions received from participants	2018-09-30	$1,129,009
Participant contributions at end of year	2018-09-30	$306,566
Participant contributions at beginning of year	2018-09-30	$316,966
Income. Received or receivable in cash from other sources (including rollovers)	2018-09-30	$36,361
Other income not declared elsewhere	2018-09-30	$24,370
Administrative expenses (other) incurred	2018-09-30	$6,810
Total non interest bearing cash at end of year	2018-09-30	$1,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Value of net income/loss	2018-09-30	$2,170,558
Value of net assets at end of year (total assets less liabilities)	2018-09-30	$16,504,427
Value of net assets at beginning of year (total assets less liabilities)	2018-09-30	$14,333,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-09-30	No
Were any leases to which the plan was party in default or uncollectible	2018-09-30	No
Investment advisory and management fees	2018-09-30	$7,866
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-09-30	$16,196,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-09-30	$13,999,105
Interest on participant loans	2018-09-30	$18,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-09-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-09-30	$17,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-09-30	$17,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-09-30	$1,497,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-09-30	No
Was there a failure to transmit to the plan any participant contributions	2018-09-30	No
Has the plan failed to provide any benefit when due under the plan	2018-09-30	No
Contributions received in cash from employer	2018-09-30	$558,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-09-30	$1,045,719
Did the plan have assets held for investment	2018-09-30	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	2018-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-09-30	Disclaimer
Accountancy firm name	2018-09-30	BERNARD ROBINSON & CO, LLP
Accountancy firm EIN	2018-09-30	560571159
2017 : PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total income from all sources (including contributions)	2017-09-30	$3,213,362
Total loss/gain on sale of assets	2017-09-30	$0
Total of all expenses incurred	2017-09-30	$1,057,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-09-30	$1,030,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-09-30	$1,541,074
Value of total assets at end of year	2017-09-30	$14,333,869
Value of total assets at beginning of year	2017-09-30	$12,177,969
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-09-30	$27,260
Total interest from all sources	2017-09-30	$19,421
Total dividends received (eg from common stock, registered investment company shares)	2017-09-30	$599,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-09-30	$599,300
Administrative expenses professional fees incurred	2017-09-30	$21,543
Was this plan covered by a fidelity bond	2017-09-30	Yes
Value of fidelity bond cover	2017-09-30	$750,000
If this is an individual account plan, was there a blackout period	2017-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-09-30	No
Contributions received from participants	2017-09-30	$1,014,792
Participant contributions at end of year	2017-09-30	$316,966
Participant contributions at beginning of year	2017-09-30	$381,782
Income. Received or receivable in cash from other sources (including rollovers)	2017-09-30	$18,798
Other income not declared elsewhere	2017-09-30	$4,627
Administrative expenses (other) incurred	2017-09-30	$5,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Value of net income/loss	2017-09-30	$2,155,900
Value of net assets at end of year (total assets less liabilities)	2017-09-30	$14,333,869
Value of net assets at beginning of year (total assets less liabilities)	2017-09-30	$12,177,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-09-30	No
Were any leases to which the plan was party in default or uncollectible	2017-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-09-30	$13,999,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-09-30	$11,732,072
Interest on participant loans	2017-09-30	$19,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-09-30	$17,798
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-09-30	$64,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-09-30	$64,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-09-30	$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-09-30	$1,048,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-09-30	No
Was there a failure to transmit to the plan any participant contributions	2017-09-30	No
Has the plan failed to provide any benefit when due under the plan	2017-09-30	No
Contributions received in cash from employer	2017-09-30	$507,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-09-30	$1,030,202
Did the plan have assets held for investment	2017-09-30	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	2017-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-09-30	Disclaimer
Accountancy firm name	2017-09-30	BERNARD ROBINSON & CO, LLP
Accountancy firm EIN	2017-09-30	560571159
2016 : PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-30	$0
Total income from all sources (including contributions)	2016-09-30	$2,473,158
Total loss/gain on sale of assets	2016-09-30	$0
Total of all expenses incurred	2016-09-30	$878,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-09-30	$855,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-09-30	$1,372,949
Value of total assets at end of year	2016-09-30	$12,177,969
Value of total assets at beginning of year	2016-09-30	$10,583,160
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-09-30	$22,518
Total interest from all sources	2016-09-30	$15,437
Total dividends received (eg from common stock, registered investment company shares)	2016-09-30	$116,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-09-30	$116,391
Administrative expenses professional fees incurred	2016-09-30	$17,005
Was this plan covered by a fidelity bond	2016-09-30	Yes
Value of fidelity bond cover	2016-09-30	$750,000
If this is an individual account plan, was there a blackout period	2016-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-09-30	No
Contributions received from participants	2016-09-30	$859,420
Participant contributions at end of year	2016-09-30	$381,782
Income. Received or receivable in cash from other sources (including rollovers)	2016-09-30	$58,405
Other income not declared elsewhere	2016-09-30	$9,530
Administrative expenses (other) incurred	2016-09-30	$5,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-30	No
Value of net income/loss	2016-09-30	$1,594,809
Value of net assets at end of year (total assets less liabilities)	2016-09-30	$12,177,969
Value of net assets at beginning of year (total assets less liabilities)	2016-09-30	$10,583,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-09-30	No
Were any leases to which the plan was party in default or uncollectible	2016-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-09-30	$11,732,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-09-30	$10,583,160
Interest on participant loans	2016-09-30	$15,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-09-30	$64,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-09-30	$958,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-09-30	No
Was there a failure to transmit to the plan any participant contributions	2016-09-30	No
Has the plan failed to provide any benefit when due under the plan	2016-09-30	No
Contributions received in cash from employer	2016-09-30	$455,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-09-30	$855,831
Did the plan have assets held for investment	2016-09-30	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	2016-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-09-30	Disclaimer
Accountancy firm name	2016-09-30	BERNARD ROBINSON & CO, LLP
Accountancy firm EIN	2016-09-30	560571159
2015 : PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-30	$0
Total income from all sources (including contributions)	2015-09-30	$1,081,539
Total loss/gain on sale of assets	2015-09-30	$0
Total of all expenses incurred	2015-09-30	$691,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-09-30	$680,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-09-30	$1,271,545
Value of total assets at end of year	2015-09-30	$10,583,160
Value of total assets at beginning of year	2015-09-30	$10,192,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-09-30	$10,974
Total interest from all sources	2015-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-09-30	$499,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-09-30	$499,054
Administrative expenses professional fees incurred	2015-09-30	$5,450
Was this plan covered by a fidelity bond	2015-09-30	Yes
Value of fidelity bond cover	2015-09-30	$750,000
If this is an individual account plan, was there a blackout period	2015-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-09-30	No
Contributions received from participants	2015-09-30	$823,100
Income. Received or receivable in cash from other sources (including rollovers)	2015-09-30	$19,395
Other income not declared elsewhere	2015-09-30	$4,693
Administrative expenses (other) incurred	2015-09-30	$5,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-30	No
Value of net income/loss	2015-09-30	$390,198
Value of net assets at end of year (total assets less liabilities)	2015-09-30	$10,583,160
Value of net assets at beginning of year (total assets less liabilities)	2015-09-30	$10,192,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-09-30	No
Were any leases to which the plan was party in default or uncollectible	2015-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-09-30	$10,583,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-09-30	$10,189,791
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-09-30	$3,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-09-30	$3,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-09-30	$-693,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-09-30	No
Was there a failure to transmit to the plan any participant contributions	2015-09-30	No
Has the plan failed to provide any benefit when due under the plan	2015-09-30	No
Contributions received in cash from employer	2015-09-30	$429,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-09-30	$680,367
Did the plan have assets held for investment	2015-09-30	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	2015-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-09-30	Disclaimer
Accountancy firm name	2015-09-30	BERNARD ROBINSON & COMPANY LLP
Accountancy firm EIN	2015-09-30	560571159
2014 : PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total income from all sources (including contributions)	2014-09-30	$2,046,647
Total loss/gain on sale of assets	2014-09-30	$0
Total of all expenses incurred	2014-09-30	$909,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-09-30	$897,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-09-30	$1,171,366
Value of total assets at end of year	2014-09-30	$10,192,962
Value of total assets at beginning of year	2014-09-30	$9,055,796
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-09-30	$12,341
Total interest from all sources	2014-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-09-30	$318,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-09-30	$318,114
Administrative expenses professional fees incurred	2014-09-30	$6,441
Was this plan covered by a fidelity bond	2014-09-30	Yes
Value of fidelity bond cover	2014-09-30	$750,000
If this is an individual account plan, was there a blackout period	2014-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-09-30	No
Contributions received from participants	2014-09-30	$756,335
Participant contributions at beginning of year	2014-09-30	$26,197
Income. Received or receivable in cash from other sources (including rollovers)	2014-09-30	$18,590
Other income not declared elsewhere	2014-09-30	$8,049
Administrative expenses (other) incurred	2014-09-30	$5,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Value of net income/loss	2014-09-30	$1,137,166
Value of net assets at end of year (total assets less liabilities)	2014-09-30	$10,192,962
Value of net assets at beginning of year (total assets less liabilities)	2014-09-30	$9,055,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-09-30	No
Were any leases to which the plan was party in default or uncollectible	2014-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-09-30	$10,189,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-09-30	$9,016,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-09-30	$3,171
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-09-30	$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-09-30	$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-09-30	$549,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-09-30	No
Was there a failure to transmit to the plan any participant contributions	2014-09-30	No
Has the plan failed to provide any benefit when due under the plan	2014-09-30	No
Contributions received in cash from employer	2014-09-30	$396,441
Employer contributions (assets) at beginning of year	2014-09-30	$13,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-09-30	$897,140
Did the plan have assets held for investment	2014-09-30	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	2014-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-09-30	Disclaimer
Accountancy firm name	2014-09-30	BERNARD ROBINSON & COMPANY LLP
Accountancy firm EIN	2014-09-30	560571159
2013 : PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total income from all sources (including contributions)	2013-09-30	$2,233,585
Total loss/gain on sale of assets	2013-09-30	$0
Total of all expenses incurred	2013-09-30	$986,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-09-30	$977,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-09-30	$1,134,394
Value of total assets at end of year	2013-09-30	$9,055,796
Value of total assets at beginning of year	2013-09-30	$7,808,504
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-09-30	$8,723
Total interest from all sources	2013-09-30	$2,274
Total dividends received (eg from common stock, registered investment company shares)	2013-09-30	$1,096,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-09-30	$1,096,917
Administrative expenses professional fees incurred	2013-09-30	$8,723
Was this plan covered by a fidelity bond	2013-09-30	Yes
Value of fidelity bond cover	2013-09-30	$750,000
If this is an individual account plan, was there a blackout period	2013-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-09-30	No
Contributions received from participants	2013-09-30	$696,403
Participant contributions at end of year	2013-09-30	$26,197
Income. Received or receivable in cash from other sources (including rollovers)	2013-09-30	$64,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Value of net income/loss	2013-09-30	$1,247,292
Value of net assets at end of year (total assets less liabilities)	2013-09-30	$9,055,796
Value of net assets at beginning of year (total assets less liabilities)	2013-09-30	$7,808,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-09-30	No
Were any leases to which the plan was party in default or uncollectible	2013-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-09-30	$9,016,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-09-30	$7,771,244
Interest earned on other investments	2013-09-30	$2,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-09-30	$4
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-09-30	$37,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-09-30	$37,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-09-30	No
Was there a failure to transmit to the plan any participant contributions	2013-09-30	No
Has the plan failed to provide any benefit when due under the plan	2013-09-30	No
Contributions received in cash from employer	2013-09-30	$373,270
Employer contributions (assets) at end of year	2013-09-30	$13,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-09-30	$977,570
Did the plan have assets held for investment	2013-09-30	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	2013-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-09-30	Disclaimer
Accountancy firm name	2013-09-30	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2013-09-30	560747981
2012 : PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total income from all sources (including contributions)	2012-09-30	$2,068,676
Total loss/gain on sale of assets	2012-09-30	$0
Total of all expenses incurred	2012-09-30	$761,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-09-30	$754,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-09-30	$1,091,458
Value of total assets at end of year	2012-09-30	$7,808,504
Value of total assets at beginning of year	2012-09-30	$6,501,258
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-09-30	$6,693
Total interest from all sources	2012-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-09-30	$977,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-09-30	$977,218
Administrative expenses professional fees incurred	2012-09-30	$6,693
Was this plan covered by a fidelity bond	2012-09-30	Yes
Value of fidelity bond cover	2012-09-30	$750,000
If this is an individual account plan, was there a blackout period	2012-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-09-30	No
Contributions received from participants	2012-09-30	$658,963
Income. Received or receivable in cash from other sources (including rollovers)	2012-09-30	$2,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Value of net income/loss	2012-09-30	$1,307,246
Value of net assets at end of year (total assets less liabilities)	2012-09-30	$7,808,504
Value of net assets at beginning of year (total assets less liabilities)	2012-09-30	$6,501,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-09-30	No
Were any leases to which the plan was party in default or uncollectible	2012-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-09-30	$7,771,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-09-30	$6,465,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-09-30	$37,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-09-30	$35,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-09-30	$35,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-09-30	No
Was there a failure to transmit to the plan any participant contributions	2012-09-30	No
Has the plan failed to provide any benefit when due under the plan	2012-09-30	No
Contributions received in cash from employer	2012-09-30	$429,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-09-30	$754,737
Did the plan have assets held for investment	2012-09-30	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	2012-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-09-30	Disclaimer
Accountancy firm name	2012-09-30	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2012-09-30	560747981
2011 : PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total income from all sources (including contributions)	2011-09-30	$806,250
Total loss/gain on sale of assets	2011-09-30	$0
Total of all expenses incurred	2011-09-30	$717,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-09-30	$710,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-09-30	$881,072
Value of total assets at end of year	2011-09-30	$6,501,258
Value of total assets at beginning of year	2011-09-30	$6,412,868
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-09-30	$7,596
Total interest from all sources	2011-09-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-09-30	$-74,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-09-30	$-74,822
Administrative expenses professional fees incurred	2011-09-30	$7,596
Was this plan covered by a fidelity bond	2011-09-30	Yes
Value of fidelity bond cover	2011-09-30	$750,000
If this is an individual account plan, was there a blackout period	2011-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-09-30	No
Contributions received from participants	2011-09-30	$623,717
Income. Received or receivable in cash from other sources (including rollovers)	2011-09-30	$5,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Value of net income/loss	2011-09-30	$88,390
Value of net assets at end of year (total assets less liabilities)	2011-09-30	$6,501,258
Value of net assets at beginning of year (total assets less liabilities)	2011-09-30	$6,412,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-09-30	No
Were any leases to which the plan was party in default or uncollectible	2011-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-09-30	$6,465,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-09-30	$6,411,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-09-30	$35,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-09-30	$1,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-09-30	$1,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-09-30	No
Was there a failure to transmit to the plan any participant contributions	2011-09-30	No
Has the plan failed to provide any benefit when due under the plan	2011-09-30	No
Contributions received in cash from employer	2011-09-30	$252,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-09-30	$710,264
Did the plan have assets held for investment	2011-09-30	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	2011-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-09-30	Disclaimer
Accountancy firm name	2011-09-30	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2011-09-30	560747981

Form 5500 Responses for PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN

2022: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-10-01	Type of plan entity	Single employer plan
2022-10-01	Submission has been amended	No
2022-10-01	This submission is the final filing	No
2022-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-10-01	Plan is a collectively bargained plan	No
2022-10-01	Plan funding arrangement – Trust	Yes
2022-10-01	Plan benefit arrangement - Trust	Yes
2021: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: PRESBYTERIAN HOMES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE PRESBYTERIAN HOMES, INC.
Employer identification number (EIN):	560564344
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities