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RETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU 401k Plan overview

Plan NameRETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU
Plan identification number 001

RETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • 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

RETIREMENT LIVING GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:RETIREMENT LIVING GROUP, INC.
Employer identification number (EIN):841419184
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01KEVIN TAYLOR2013-04-30 KEVIN TAYLOR2013-04-30
0012011-01-01KEVIN G. TAYLOR KEVIN G. TAYLOR2012-07-30
0012009-01-01KEVIN TAYLOR KEVIN TAYLOR2011-03-31
0012009-01-01KEVIN TAYLOR
0012009-01-01

Plan Statistics for RETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU

401k plan membership statisitcs for RETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU

Measure Date Value
2011: RETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU 2011 401k membership
Total participants, beginning-of-year2011-01-01183
Total number of active participants reported on line 7a of the Form 55002011-01-01162
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01177
Number of participants with account balances2011-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU 2009 401k membership
Total participants, beginning-of-year2009-01-0189
Total number of active participants reported on line 7a of the Form 55002009-01-01180
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01181
Number of participants with account balances2009-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU

Measure Date Value
2011 : RETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,948
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,997
Value of total assets at end of year2011-12-31$5,501
Value of total assets at beginning of year2011-12-31$12,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$160
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$163
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000
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$1,997
Administrative expenses (other) incurred2011-12-31$160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-6,738
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,501
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,239
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$5,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-212
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,526
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 name2011-12-31JOSHUA ARMSTRONG
Accountancy firm EIN2011-12-31870498964
2010 : RETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,596
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,178
Value of total assets at end of year2010-12-31$12,239
Value of total assets at beginning of year2010-12-31$7,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$133
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$133
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,178
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$4,596
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,239
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,643
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$12,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$285
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
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 name2010-12-31DAN ARMSTRONG
Accountancy firm EIN2010-12-31870498964
2009 : RETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : RETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$3,353
Expenses. Total of all expenses incurred2008-12-31$747
Benefits paid (including direct rollovers)2008-12-31$0
Total plan assets at end of year2008-12-31$5,498
Total plan assets at beginning of year2008-12-31$2,891
Value of fidelity bond covering the plan2008-12-31$20,000
Total contributions received or receivable from participants2008-12-31$3,254
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$99
Net income (gross income less expenses)2008-12-31$2,606
Net plan assets at end of year (total assets less liabilities)2008-12-31$5,498
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$2,891
Total contributions received or receivable from employer(s)2008-12-31$0
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$747
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0

Form 5500 Responses for RETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU

2011: RETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT LIVING GROUP, INC. 401(K) PROFIT SHARING PLAN & TRU 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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