401k Plan data: SOUTHVIEW SENIOR LIVING LLC 401(K) PLAN plan

SOUTHVIEW SENIOR LIVING LLC 401(K) PLAN 401k Plan overview

Plan Name	SOUTHVIEW SENIOR LIVING LLC 401(K) PLAN
Plan identification number	001

SOUTHVIEW SENIOR LIVING LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

SOUTHVIEW SENIOR LIVING LLC has sponsored the creation of one or more 401k plans.

Company Name: SOUTHVIEW SENIOR LIVING LLC

Employer identification number (EIN): 050581686

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHVIEW SENIOR LIVING LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 LANCE LEMIEUX LANCE LEMIEUX 2016-10-13
001 2014-01-01 LANCE LEMIEUX LANCE LEMIEUX 2015-10-15
001 2013-01-01 LANCE E. LEMIEUX 2014-10-02 LANCE E. LEMIEUX 2014-10-02
001 2012-01-01 LANCE E. LEMIEUX 2013-10-14 LANCE E. LEMIEUX 2013-10-14
001 2011-01-01 LANCE E. LEMIEUX 2012-10-11 LANCE E. LEMIEUX 2012-10-11
001 2010-01-01 LANCE E. LEMIEUX 2011-10-12 LANCE E. LEMIEUX 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	LANCE LEMIEUX		LANCE LEMIEUX	2016-10-13
001	2014-01-01	LANCE LEMIEUX		LANCE LEMIEUX	2015-10-15
001	2013-01-01	LANCE E. LEMIEUX	2014-10-02	LANCE E. LEMIEUX	2014-10-02
001	2012-01-01	LANCE E. LEMIEUX	2013-10-14	LANCE E. LEMIEUX	2013-10-14
001	2011-01-01	LANCE E. LEMIEUX	2012-10-11	LANCE E. LEMIEUX	2012-10-11
001	2010-01-01	LANCE E. LEMIEUX	2011-10-12	LANCE E. LEMIEUX	2011-10-12

Plan Statistics for SOUTHVIEW SENIOR LIVING LLC 401(K) PLAN

401k plan membership statisitcs for SOUTHVIEW SENIOR LIVING LLC 401(K) PLAN

Measure Date Value
2015: SOUTHVIEW SENIOR LIVING LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 262
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 16
Total of all active and inactive participants 2015-01-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 278
Number of participants with account balances 2015-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SOUTHVIEW SENIOR LIVING LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 149
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 159
Number of participants with account balances 2014-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2015: SOUTHVIEW SENIOR LIVING LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	262
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	16
Total of all active and inactive participants	2015-01-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	278
Number of participants with account balances	2015-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SOUTHVIEW SENIOR LIVING LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	149
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	159
Number of participants with account balances	2014-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on SOUTHVIEW SENIOR LIVING LLC 401(K) PLAN

Measure	Date	Value
2015 : SOUTHVIEW SENIOR LIVING LLC 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan	2015-12-31	$265,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$105
Total income from all sources (including contributions)	2015-12-31	$534,084
Total of all expenses incurred	2015-12-31	$64,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$63,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$559,301
Value of total assets at end of year	2015-12-31	$3,608,573
Value of total assets at beginning of year	2015-12-31	$2,873,215
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$255,660
Participant contributions at end of year	2015-12-31	$2,828
Participant contributions at beginning of year	2015-12-31	$4,740
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$86,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$105
Total non interest bearing cash at beginning of year	2015-12-31	$10,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$469,563
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,608,573
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,873,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,604,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,854,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-25,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$217,056
Employer contributions (assets) at end of year	2015-12-31	$1,153
Employer contributions (assets) at beginning of year	2015-12-31	$4,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$63,571
Contract administrator fees	2015-12-31	$950
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BOYUM & BARENSCHEER PLLP
Accountancy firm EIN	2015-12-31	416192096
2014 : SOUTHVIEW SENIOR LIVING LLC 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$105
Total income from all sources (including contributions)	2014-12-31	$424,841
Total of all expenses incurred	2014-12-31	$10,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$10,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$289,399
Value of total assets at end of year	2014-12-31	$2,873,215
Value of total assets at beginning of year	2014-12-31	$2,458,484
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$50
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$157,704
Participant contributions at end of year	2014-12-31	$4,740
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$105
Total non interest bearing cash at end of year	2014-12-31	$10,023
Total non interest bearing cash at beginning of year	2014-12-31	$8,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$414,626
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,873,110
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,458,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,854,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,449,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$135,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$131,695
Employer contributions (assets) at end of year	2014-12-31	$4,061
Employer contributions (assets) at beginning of year	2014-12-31	$1,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$10,165
Contract administrator fees	2014-12-31	$50
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BOYUM & BARENSCHEER PLLP
Accountancy firm EIN	2014-12-31	416192096

Form 5500 Responses for SOUTHVIEW SENIOR LIVING LLC 401(K) PLAN

2015: SOUTHVIEW SENIOR LIVING LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOUTHVIEW SENIOR LIVING LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOUTHVIEW SENIOR LIVING LLC
Employer identification number (EIN):	050581686
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities