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THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameTHE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN
Plan identification number 001

THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WHITEMARSH CONTINUING CARE RETIREMENT COMMUNITY has sponsored the creation of one or more 401k plans.

Company Name:WHITEMARSH CONTINUING CARE RETIREMENT COMMUNITY
Employer identification number (EIN):830344521
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01PETER FLEMING
0012017-01-01PETER FLEMING
0012016-01-01PETER FLEMING
0012015-01-01PETER FLEMING
0012014-01-01PETER FLEMING
0012013-01-01PETER FLEMING
0012012-01-01PETER FLEMING
0012011-01-01PETER FLEMING
0012010-01-01PETER FLEMING
0012009-01-01PETER FLEMING

Plan Statistics for THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN

401k plan membership statisitcs for THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN

Measure Date Value
2023: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01368
Total number of active participants reported on line 7a of the Form 55002023-01-01331
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0163
Total of all active and inactive participants2023-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01396
Number of participants with account balances2023-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0137
2022: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01349
Total number of active participants reported on line 7a of the Form 55002022-01-01315
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0153
Total of all active and inactive participants2022-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01368
Number of participants with account balances2022-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0130
2021: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01354
Total number of active participants reported on line 7a of the Form 55002021-01-01305
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01349
Number of participants with account balances2021-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0136
2020: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01347
Total number of active participants reported on line 7a of the Form 55002020-01-01298
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01354
Number of participants with account balances2020-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0135
2019: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01321
Total number of active participants reported on line 7a of the Form 55002019-01-01295
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01347
Number of participants with account balances2019-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0136
2018: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01324
Total number of active participants reported on line 7a of the Form 55002018-01-01276
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01321
Number of participants with account balances2018-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01293
Total number of active participants reported on line 7a of the Form 55002017-01-01290
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01324
Number of participants with account balances2017-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01295
Total number of active participants reported on line 7a of the Form 55002016-01-01260
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01293
Number of participants with account balances2016-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01306
Total number of active participants reported on line 7a of the Form 55002015-01-01265
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01295
Number of participants with account balances2015-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01292
Total number of active participants reported on line 7a of the Form 55002014-01-01281
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01306
Total participants2014-01-01306
Number of participants with account balances2014-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01310
Total number of active participants reported on line 7a of the Form 55002013-01-01273
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01292
Number of participants with account balances2013-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01332
Total number of active participants reported on line 7a of the Form 55002012-01-01285
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01310
Number of participants with account balances2012-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01303
Total number of active participants reported on line 7a of the Form 55002011-01-01316
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01324
Number of participants with account balances2011-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01253
Total number of active participants reported on line 7a of the Form 55002010-01-01296
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-017
Total of all active and inactive participants2010-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01303
Number of participants with account balances2010-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01297
Total number of active participants reported on line 7a of the Form 55002009-01-01229
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01253
Number of participants with account balances2009-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN

Measure Date Value
2023 : THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,578,784
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$850,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$771,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,307,589
Value of total assets at end of year2023-12-31$9,655,018
Value of total assets at beginning of year2023-12-31$7,926,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$78,845
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$363,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$363,794
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$894,522
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$138,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,728,085
Value of net assets at end of year (total assets less liabilities)2023-12-31$9,655,018
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$7,926,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$35,045
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$9,526,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,789,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$129,011
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$137,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$137,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$907,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$274,786
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$771,854
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$23,890
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$665,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$595,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,192,683
Value of total assets at end of year2022-12-31$7,926,933
Value of total assets at beginning of year2022-12-31$8,568,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$70,075
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$279,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$279,872
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$796,226
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$151,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-641,710
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,926,933
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,568,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$31,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,789,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,089,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$137,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$479,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$479,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,448,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$244,889
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$595,525
Contract administrator fees2022-12-31$38,918
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,296,049
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$414,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$339,975
Value of total corrective distributions2021-12-31$4,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,185,181
Value of total assets at end of year2021-12-31$8,568,643
Value of total assets at beginning of year2021-12-31$6,686,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$70,004
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$471,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$471,659
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$691,768
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$253,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,881,661
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,568,643
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,686,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$31,151
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,089,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,575,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$479,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$111,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$111,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$639,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$240,296
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$339,975
Contract administrator fees2021-12-31$38,853
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,695,972
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$369,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$317,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$846,198
Value of total assets at end of year2020-12-31$6,686,982
Value of total assets at beginning of year2020-12-31$5,360,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,241
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$275,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$275,052
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$608,471
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$16,457
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$58,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,326,464
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,686,982
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,360,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$22,171
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,575,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,231,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$111,519
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$112,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$112,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$574,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$179,533
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$317,267
Contract administrator fees2020-12-31$30,070
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,631,645
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$768,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$720,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$662,330
Value of total assets at end of year2019-12-31$5,360,518
Value of total assets at beginning of year2019-12-31$4,497,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,127
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$189,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$189,916
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$503,910
Participant contributions at end of year2019-12-31$16,457
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$862,705
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,360,518
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,497,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$48,127
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,231,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,350,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$112,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$147,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$147,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$779,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$142,823
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$720,813
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$456,062
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$276,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$227,350
Value of total corrective distributions2018-12-31$2,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$674,351
Value of total assets at end of year2018-12-31$4,497,813
Value of total assets at beginning of year2018-12-31$4,318,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$46,732
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$230,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$230,294
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$461,417
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$105,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$179,430
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,497,813
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,318,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$46,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,350,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,135,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$147,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$183,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$183,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-448,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$107,513
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$227,350
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2018-12-31410746749
2017 : THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,084,256
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$185,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$145,851
Value of total corrective distributions2017-12-31$114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$497,713
Value of total assets at end of year2017-12-31$4,318,383
Value of total assets at beginning of year2017-12-31$3,419,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,149
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$191,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$191,930
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$382,907
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$10,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$899,142
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,318,383
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,419,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$30,290
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,135,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,247,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$183,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$157,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$157,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$394,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$114,806
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$3,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$145,851
Contract administrator fees2017-12-31$8,859
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$707,521
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$218,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$187,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$458,511
Value of total assets at end of year2016-12-31$3,419,241
Value of total assets at beginning of year2016-12-31$2,930,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,627
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$111,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$111,812
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$296,685
Participant contributions at end of year2016-12-31$10,769
Participant contributions at beginning of year2016-12-31$10,397
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$62,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$488,909
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,419,241
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,930,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$22,537
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,247,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,787,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$157,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$128,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$128,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$137,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$98,914
Employer contributions (assets) at end of year2016-12-31$3,798
Employer contributions (assets) at beginning of year2016-12-31$3,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$187,985
Contract administrator fees2016-12-31$8,090
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$594,113
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$277,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$237,968
Value of total corrective distributions2015-12-31$1,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$600,284
Value of total assets at end of year2015-12-31$2,930,332
Value of total assets at beginning of year2015-12-31$2,613,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$38,441
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$122,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$122,273
Administrative expenses professional fees incurred2015-12-31$8,500
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$305,593
Participant contributions at end of year2015-12-31$10,397
Participant contributions at beginning of year2015-12-31$9,315
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$199,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$316,546
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,930,332
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,613,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$21,598
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,787,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,478,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$128,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$122,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$122,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-128,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$95,557
Employer contributions (assets) at end of year2015-12-31$3,432
Employer contributions (assets) at beginning of year2015-12-31$3,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$237,968
Contract administrator fees2015-12-31$8,343
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$669,333
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$212,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$176,772
Value of total corrective distributions2014-12-31$1,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$514,665
Value of total assets at end of year2014-12-31$2,613,786
Value of total assets at beginning of year2014-12-31$2,156,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$33,573
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$132,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$132,790
Administrative expenses professional fees incurred2014-12-31$8,225
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$329,191
Participant contributions at end of year2014-12-31$9,315
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$86,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$457,179
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,613,786
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,156,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$17,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,478,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,049,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$122,803
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$107,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$107,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$21,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$98,555
Employer contributions (assets) at end of year2014-12-31$3,199
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$176,772
Contract administrator fees2014-12-31$7,592
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2014-12-31410746749
2013 : THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,698
Total income from all sources (including contributions)2013-12-31$671,429
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$203,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$173,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$345,204
Value of total assets at end of year2013-12-31$2,156,607
Value of total assets at beginning of year2013-12-31$1,691,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,409
Total interest from all sources2013-12-31$11
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$112,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$112,591
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$258,884
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$545
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$467,577
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,156,607
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,689,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,049,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,582,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$107,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$109,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$109,021
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$213,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$86,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$173,443
Contract administrator fees2013-12-31$30,409
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,153
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2013-12-31410746749
2012 : THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,698
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$879
Total income from all sources (including contributions)2012-12-31$564,526
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$295,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$254,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$376,470
Value of total assets at end of year2012-12-31$1,691,728
Value of total assets at beginning of year2012-12-31$1,420,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$40,581
Total interest from all sources2012-12-31$124
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$44,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$44,940
Administrative expenses professional fees incurred2012-12-31$40,581
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$247,883
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$43,827
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$594
Total non interest bearing cash at end of year2012-12-31$545
Total non interest bearing cash at beginning of year2012-12-31$577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$269,376
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,689,030
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,419,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,582,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,311,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$109,021
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$105,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$105,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$142,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$84,760
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$1,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$254,569
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,153
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$285
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$879
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,412
Total income from all sources (including contributions)2011-12-31$481,854
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$137,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$110,828
Value of total corrective distributions2011-12-31$285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$488,146
Value of total assets at end of year2011-12-31$1,420,533
Value of total assets at beginning of year2011-12-31$1,078,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,923
Total interest from all sources2011-12-31$1,129
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$28,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$28,051
Administrative expenses professional fees incurred2011-12-31$25,923
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$230,984
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$170,088
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$594
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$396
Total non interest bearing cash at end of year2011-12-31$577
Total non interest bearing cash at beginning of year2011-12-31$359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$344,818
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,419,654
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,074,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,311,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,009,822
Interest earned on other investments2011-12-31$1,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$105,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$68,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$68,067
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$74
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-35,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$87,074
Employer contributions (assets) at end of year2011-12-31$1,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$110,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$285
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$3,016
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2011-12-31410746749
2010 : THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,104
Total income from all sources (including contributions)2010-12-31$405,282
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$132,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$104,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$285,693
Value of total assets at end of year2010-12-31$1,078,248
Value of total assets at beginning of year2010-12-31$807,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,704
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$22,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$22,363
Administrative expenses professional fees incurred2010-12-31$28,704
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$209,129
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,012
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$396
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$306
Total non interest bearing cash at end of year2010-12-31$359
Total non interest bearing cash at beginning of year2010-12-31$306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$272,503
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,074,836
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$802,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,009,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$748,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$68,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$58,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$58,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$97,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$73,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$104,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$3,016
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$4,798
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSON ALLEN
Accountancy firm EIN2010-12-31410746749

Form 5500 Responses for THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN

2023: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE HILL AT WHITEMARSH 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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