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ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN
Plan identification number 001

ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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.
  • 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(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ELDER CARE ALLIANCE has sponsored the creation of one or more 401k plans.

Company Name:ELDER CARE ALLIANCE
Employer identification number (EIN):943260975
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about ELDER CARE ALLIANCE

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1996-12-06
Company Identification Number: C1995329
Legal Registered Office Address: 1301 Marina Village Pkwy, Ste 210

Alameda
United States of America (USA)
94501

More information about ELDER CARE ALLIANCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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
0012018-01-01
0012017-01-01MONICA STINSON
0012016-01-01CHERYL MACGREGOR
0012015-01-01CHERYL MACGREGOR
0012014-01-01CHERYL MACGREGOR
0012013-01-01CHERYL MACGREGOR
0012012-01-01CHERYL MACGREGOR CHERYL MACGREGOR2013-10-14
0012011-01-01CHERYL MACGREGOR CHERYL MACGREGOR2012-10-15
0012010-01-01CHERYL MACGREGOR CHERYL MACGREGOR2011-10-12
0012009-01-01CHERYL MACGREGOR CHERYL MACGREGOR2010-10-13

Plan Statistics for ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN

Measure Date Value
2023: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01445
Total number of active participants reported on line 7a of the Form 55002023-01-01342
Number of retired or separated participants receiving benefits2023-01-0111
Number of other retired or separated participants entitled to future benefits2023-01-0196
Total of all active and inactive participants2023-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-014
Total participants2023-01-01453
Number of participants with account balances2023-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0120
2022: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01461
Total number of active participants reported on line 7a of the Form 55002022-01-01336
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01441
Number of participants with account balances2022-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01463
Total number of active participants reported on line 7a of the Form 55002021-01-01357
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-0184
Total of all active and inactive participants2021-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01455
Number of participants with account balances2021-01-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01468
Total number of active participants reported on line 7a of the Form 55002020-01-01367
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-0176
Total of all active and inactive participants2020-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01457
Number of participants with account balances2020-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0126
2019: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01454
Total number of active participants reported on line 7a of the Form 55002019-01-01367
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0190
Total of all active and inactive participants2019-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01464
Number of participants with account balances2019-01-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0144
2018: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01484
Total number of active participants reported on line 7a of the Form 55002018-01-01366
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0181
Total of all active and inactive participants2018-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01451
Number of participants with account balances2018-01-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0132
2017: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01787
Total number of active participants reported on line 7a of the Form 55002017-01-01344
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01129
Total of all active and inactive participants2017-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01479
Number of participants with account balances2017-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0138
2016: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01732
Total number of active participants reported on line 7a of the Form 55002016-01-01328
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-01451
Total of all active and inactive participants2016-01-01783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01783
Number of participants with account balances2016-01-01764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0149
2015: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01749
Total number of active participants reported on line 7a of the Form 55002015-01-01328
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01399
Total of all active and inactive participants2015-01-01727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01727
Number of participants with account balances2015-01-01696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01822
Total number of active participants reported on line 7a of the Form 55002014-01-01344
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01394
Total of all active and inactive participants2014-01-01738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01738
Number of participants with account balances2014-01-01697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01798
Total number of active participants reported on line 7a of the Form 55002013-01-01529
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01291
Total of all active and inactive participants2013-01-01820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01820
Number of participants with account balances2013-01-01774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01746
Total number of active participants reported on line 7a of the Form 55002012-01-01533
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01257
Total of all active and inactive participants2012-01-01790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01790
Number of participants with account balances2012-01-01730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01820
Total number of active participants reported on line 7a of the Form 55002011-01-01505
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01225
Total of all active and inactive participants2011-01-01730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01730
Number of participants with account balances2011-01-01679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01901
Total number of active participants reported on line 7a of the Form 55002010-01-01670
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01138
Total of all active and inactive participants2010-01-01808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01808
Number of participants with account balances2010-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01916
Total number of active participants reported on line 7a of the Form 55002009-01-01681
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01220
Total of all active and inactive participants2009-01-01901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01901
Number of participants with account balances2009-01-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0142

Financial Data on ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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$962,156
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$626,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$603,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$370,636
Value of total assets at end of year2023-12-31$5,871,116
Value of total assets at beginning of year2023-12-31$5,535,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$23,164
Total interest from all sources2023-12-31$29,055
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$181,406
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$181,406
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
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
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$335,554
Value of net assets at end of year (total assets less liabilities)2023-12-31$5,871,116
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,535,562
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$4,458,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,124,178
Interest earned on other investments2023-12-31$29,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,412,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,411,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$381,059
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$370,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$603,438
Contract administrator fees2023-12-31$23,164
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 name2023-12-31APRIO LLP
Accountancy firm EIN2023-12-31571157523
2022 : ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-354,237
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$529,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$506,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$325,941
Value of total assets at end of year2022-12-31$5,535,562
Value of total assets at beginning of year2022-12-31$6,419,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,357
Total interest from all sources2022-12-31$22,712
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$242,203
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$242,203
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-883,685
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,535,562
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,419,247
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,124,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,955,671
Interest earned on other investments2022-12-31$22,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,411,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,463,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-945,093
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$325,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$506,091
Contract administrator fees2022-12-31$23,357
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 name2022-12-31APRIO LLP
Accountancy firm EIN2022-12-31571157523
2021 : ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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$975,744
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$656,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$627,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$341,837
Value of total assets at end of year2021-12-31$6,419,247
Value of total assets at beginning of year2021-12-31$6,099,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$28,923
Total interest from all sources2021-12-31$21,614
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$298,595
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$298,595
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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
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$319,561
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,419,247
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,099,686
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,955,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,655,066
Interest earned on other investments2021-12-31$21,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,463,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,444,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$313,698
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$341,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$627,260
Contract administrator fees2021-12-31$28,923
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31APRIO LLP
Accountancy firm EIN2021-12-31571157523
2020 : ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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$892,736
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$287,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$246,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$300,466
Value of total assets at end of year2020-12-31$6,099,686
Value of total assets at beginning of year2020-12-31$5,494,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$40,637
Total interest from all sources2020-12-31$25,718
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$173,299
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$173,299
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
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$605,154
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,099,686
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,494,532
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,655,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,105,751
Interest earned on other investments2020-12-31$25,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,444,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,388,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$393,253
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$300,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$246,945
Contract administrator fees2020-12-31$40,637
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 name2020-12-31RINA ACCOUNTANCY CORPORATION
Accountancy firm EIN2020-12-31841980623
2019 : ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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$1,070,115
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$514,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$476,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$335,206
Value of total assets at end of year2019-12-31$5,494,532
Value of total assets at beginning of year2019-12-31$4,939,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,833
Total interest from all sources2019-12-31$29,404
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$145,351
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$145,351
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$-412
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$555,162
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,494,532
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,939,370
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,105,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,553,649
Interest earned on other investments2019-12-31$29,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,388,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,385,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$560,566
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$335,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$476,120
Contract administrator fees2019-12-31$38,833
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 name2019-12-31RINA ACCOUNTANCY CORPORATION
Accountancy firm EIN2019-12-31841980623
2018 : ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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$309,629
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$588,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$546,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$500,122
Value of total assets at end of year2018-12-31$4,939,370
Value of total assets at beginning of year2018-12-31$5,217,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,242
Total interest from all sources2018-12-31$27,735
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$201,595
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$201,595
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-278,507
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,939,370
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,217,877
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,553,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,886,998
Interest earned on other investments2018-12-31$27,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,385,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,330,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-419,823
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$500,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$546,894
Contract administrator fees2018-12-31$41,242
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 name2018-12-31RINA ACCOUNTANCY CORPORATION
Accountancy firm EIN2018-12-31943158857
2017 : ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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$912,701
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$403,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$363,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$397,326
Value of total assets at end of year2017-12-31$5,217,877
Value of total assets at beginning of year2017-12-31$4,708,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$40,340
Total interest from all sources2017-12-31$24,592
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$165,183
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$165,183
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 period2017-12-31No
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
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$509,031
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,217,877
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,708,846
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,886,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,540,607
Interest earned on other investments2017-12-31$24,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,330,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,168,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$325,600
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$397,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$363,330
Contract administrator fees2017-12-31$40,340
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 name2017-12-31RINA ACCOUNTANCY CORPORATION
Accountancy firm EIN2017-12-31943158857
2016 : ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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$600,717
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$429,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$407,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$358,517
Value of total assets at end of year2016-12-31$4,708,846
Value of total assets at beginning of year2016-12-31$4,537,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,719
Total interest from all sources2016-12-31$30,881
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$85,001
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$85,001
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 period2016-12-31No
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
Other income not declared elsewhere2016-12-31$507
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$171,102
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,708,846
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,537,744
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,540,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,014,269
Interest earned on other investments2016-12-31$30,881
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,168,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,523,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$125,811
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$358,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$407,896
Contract administrator fees2016-12-31$21,719
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 name2016-12-31RINA ACCOUNTANCY CORPORATION
Accountancy firm EIN2016-12-31943158857
2015 : ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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$466,251
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$373,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$373,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$456,436
Value of total assets at end of year2015-12-31$4,537,744
Value of total assets at beginning of year2015-12-31$4,444,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10
Total interest from all sources2015-12-31$40,824
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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 period2015-12-31No
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
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$92,955
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,537,744
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,444,789
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,014,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,058,207
Interest earned on other investments2015-12-31$40,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,523,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,386,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-31,009
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$456,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$373,286
Contract administrator fees2015-12-31$10
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 name2015-12-31RINA ACCOUNTANCY CORPORATION
Accountancy firm EIN2015-12-31943158857
2014 : ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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$652,054
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$882,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$882,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$411,143
Value of total assets at end of year2014-12-31$4,444,789
Value of total assets at beginning of year2014-12-31$4,675,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$149
Total interest from all sources2014-12-31$41,588
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$69
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-230,481
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,444,789
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,675,270
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,058,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,174,983
Interest earned on other investments2014-12-31$41,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,386,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,500,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$199,323
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$411,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$882,386
Contract administrator fees2014-12-31$149
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 name2014-12-31RINA ACCOUNTANCY CORPORATION
Accountancy firm EIN2014-12-31943158857
2013 : ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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$0
Total income from all sources (including contributions)2013-12-31$1,173,895
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$357,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$356,537
Value of total corrective distributions2013-12-31$1,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$515,199
Value of total assets at end of year2013-12-31$4,675,270
Value of total assets at beginning of year2013-12-31$3,859,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$40,462
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
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$816,051
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,675,270
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,859,219
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$3,174,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,471,225
Interest earned on other investments2013-12-31$40,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,500,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,387,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$618,234
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$515,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$356,537
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 name2013-12-31RINA ACCOUNTANCY CORPORATION
Accountancy firm EIN2013-12-31943158857
2012 : ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,594
Total income from all sources (including contributions)2012-12-31$766,588
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$258,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$258,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$448,235
Value of total assets at end of year2012-12-31$3,859,219
Value of total assets at beginning of year2012-12-31$3,354,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$80
Total interest from all sources2012-12-31$39,402
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,594
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$508,439
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,859,219
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,350,780
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$2,471,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,076,134
Interest earned on other investments2012-12-31$39,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,387,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,246,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$278,951
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$448,235
Employer contributions (assets) at beginning of year2012-12-31$31,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$258,069
Contract administrator fees2012-12-31$80
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 name2012-12-31RINA ACCOUNTANCY CORPORATION
Accountancy firm EIN2012-12-31943158857
2011 : ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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$3,594
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$478,024
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$374,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$373,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$481,272
Value of total assets at end of year2011-12-31$3,354,374
Value of total assets at beginning of year2011-12-31$3,246,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$516
Total interest from all sources2011-12-31$38,824
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,594
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$103,866
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,350,780
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,246,914
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$2,076,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,091,997
Interest earned on other investments2011-12-31$38,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,246,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,154,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-42,072
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$481,272
Employer contributions (assets) at end of year2011-12-31$31,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$373,642
Contract administrator fees2011-12-31$516
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 name2011-12-31RINA ACCOUNTANCY CORPORATION
Accountancy firm EIN2011-12-31943158857
2010 : ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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$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$647,276
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$186,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$178,069
Value of total corrective distributions2010-12-31$7,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$352,186
Value of total assets at end of year2010-12-31$3,246,914
Value of total assets at beginning of year2010-12-31$2,785,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$893
Total interest from all sources2010-12-31$39,990
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$18
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$461,140
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,246,914
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,785,774
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$2,091,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,681,718
Interest earned on other investments2010-12-31$39,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,154,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,104,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$255,100
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$352,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$178,069
Contract administrator fees2010-12-31$893
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 name2010-12-31RINA ACCOUNTANCY CORPORATION
Accountancy firm EIN2010-12-31943158857
2009 : ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN 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

Form 5500 Responses for ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS PLAN

2023: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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 – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ELDER CARE ALLIANCE 401(A) RETIREMENT SAVINGS 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894407-087
Policy instance 1
Insurance contract or identification number894407-087
Number of Individuals Covered337
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $2,392
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894407087
Policy instance 1
Insurance contract or identification number894407087
Number of Individuals Covered320
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,368
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,368
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894407087
Policy instance 1
Insurance contract or identification number894407087
Number of Individuals Covered326
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,493
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,493
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894407087
Policy instance 1
Insurance contract or identification number894407087
Number of Individuals Covered343
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,736
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,736
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894407087
Policy instance 1
Insurance contract or identification number894407087
Number of Individuals Covered388
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,625
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,625
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894407087
Policy instance 1
Insurance contract or identification number894407087
Number of Individuals Covered382
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,619
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,619
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number894407087
Policy instance 1
Insurance contract or identification number894407087
Number of Individuals Covered407
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,432
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,432
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberCR30670
Policy instance 1
Insurance contract or identification numberCR30670
Number of Individuals Covered696
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $18,492
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,492
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberCR30670
Policy instance 1
Insurance contract or identification numberCR30670
Number of Individuals Covered697
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,403
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,403
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberCR30670
Policy instance 1
Insurance contract or identification numberCR30670
Number of Individuals Covered774
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $18,999
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,999
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberCR30670
Policy instance 1
Insurance contract or identification numberCR30670
Number of Individuals Covered730
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,494
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,494
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberCR30670
Policy instance 1
Insurance contract or identification numberCR30670
Number of Individuals Covered679
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,183
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberCR30670
Policy instance 1
Insurance contract or identification numberCR30670
Number of Individuals Covered616
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10,423
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,423
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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