Logo

THE JEROME HOME THRIFT RETIREMENT PLAN 401k Plan overview

Plan NameTHE JEROME HOME THRIFT RETIREMENT PLAN
Plan identification number 002

THE JEROME HOME THRIFT RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

JEROME HOME has sponsored the creation of one or more 401k plans.

Company Name:JEROME HOME
Employer identification number (EIN):060646690
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JEROME HOME THRIFT RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022011-01-01LISA CONNOLLY LISA CONNOLLY2011-12-15
0022009-01-01LISA CONNOLLY

Plan Statistics for THE JEROME HOME THRIFT RETIREMENT PLAN

401k plan membership statisitcs for THE JEROME HOME THRIFT RETIREMENT PLAN

Measure Date Value
2011: THE JEROME HOME THRIFT RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01174
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-010
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE JEROME HOME THRIFT RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01196
Total number of active participants reported on line 7a of the Form 55002009-01-01229
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0187
Total of all active and inactive participants2009-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01316
Number of participants with account balances2009-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE JEROME HOME THRIFT RETIREMENT PLAN

Measure Date Value
2011 : THE JEROME HOME THRIFT RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-02-28$0
Total transfer of assets from this plan2011-02-28$2,579,915
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Total income from all sources (including contributions)2011-02-28$64,225
Total loss/gain on sale of assets2011-02-28$0
Total of all expenses incurred2011-02-28$694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$28,011
Value of total assets at end of year2011-02-28$0
Value of total assets at beginning of year2011-02-28$2,516,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$375
Total interest from all sources2011-02-28$2,311
Total dividends received (eg from common stock, registered investment company shares)2011-02-28$231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-02-28$0
Total dividends received from registered investment company shares (eg mutual funds)2011-02-28$231
Was this plan covered by a fidelity bond2011-02-28Yes
Value of fidelity bond cover2011-02-28$1,500,000
If this is an individual account plan, was there a blackout period2011-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-02-28$0
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Contributions received from participants2011-02-28$28,011
Participant contributions at end of year2011-02-28$0
Participant contributions at beginning of year2011-02-28$69,435
Participant contributions at end of year2011-02-28$0
Participant contributions at beginning of year2011-02-28$6,447
Administrative expenses (other) incurred2011-02-28$375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Value of net income/loss2011-02-28$63,531
Value of net assets at end of year (total assets less liabilities)2011-02-28$0
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$2,516,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-02-28$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-02-28$1,435,229
Interest on participant loans2011-02-28$261
Interest earned on other investments2011-02-28$2,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-02-28$1,005,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-02-28$33,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28No
Was there a failure to transmit to the plan any participant contributions2011-02-28No
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Contributions received in cash from employer2011-02-28$6,524
Employer contributions (assets) at end of year2011-02-28$0
Employer contributions (assets) at beginning of year2011-02-28$57,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-28$319
Did the plan have assets held for investment2011-02-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28Yes
Opinion of an independent qualified public accountant for this plan2011-02-28Disclaimer
Accountancy firm name2011-02-28SASLOW LUFKIN & BUGGY LLP
Accountancy firm EIN2011-02-28061533253
2010 : THE JEROME HOME THRIFT RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$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$264,595
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$49,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$42,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$144,828
Value of total assets at end of year2010-12-31$1,740,045
Value of total assets at beginning of year2010-12-31$1,525,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,109
Total interest from all sources2010-12-31$15,764
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$10,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2010-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$10,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,500,000
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$348,047
Participant contributions at end of year2010-12-31$54,013
Participant contributions at beginning of year2010-12-31$33,797
Participant contributions at end of year2010-12-31$6,447
Participant contributions at beginning of year2010-12-31$11,809
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$15,720
Administrative expenses (other) incurred2010-12-31$7,109
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$214,991
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,740,045
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,525,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,092,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$908,697
Interest on participant loans2010-12-31$2,295
Interest earned on other investments2010-12-31$13,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$535,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$530,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$94,003
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$144,828
Employer contributions (assets) at end of year2010-12-31$57,620
Employer contributions (assets) at beginning of year2010-12-31$52,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$42,495
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 name2010-12-31SASLOW, LUFKIN & BUGGY LLP
Accountancy firm EIN2010-12-31061533253
2009 : THE JEROME HOME THRIFT RETIREMENT 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 THE JEROME HOME THRIFT RETIREMENT PLAN

2011: THE JEROME HOME THRIFT RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingYes
2011-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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
2009: THE JEROME HOME THRIFT RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1