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CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 401k Plan overview

Plan NameCLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN
Plan identification number 002

CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) 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(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.

401k Sponsoring company profile

CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER has sponsored the creation of one or more 401k plans.

Company Name:CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER
Employer identification number (EIN):133954527
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LORRI SENK
0022016-01-01LORRI SENK
0022015-01-01LORRI SENK
0022014-01-01LORRI SENK
0022013-01-01LORRI SENK
0022012-01-01NICHOLAS DEMISAY
0022011-01-01NICHOLAS DEMISAY
0022010-01-01NICHOLAS DEMISAY
0022009-01-01NICHOLAS DEMISAY
0022009-01-01NICHOLAS DEMISAY

Plan Statistics for CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN

401k plan membership statisitcs for CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN

Measure Date Value
2022: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01200
Total number of active participants reported on line 7a of the Form 55002022-01-01159
Number of other retired or separated participants entitled to future benefits2022-01-0161
Total of all active and inactive participants2022-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01220
Number of participants with account balances2022-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01222
Total number of active participants reported on line 7a of the Form 55002021-01-01152
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01219
Number of participants with account balances2021-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01325
Total number of active participants reported on line 7a of the Form 55002020-01-01160
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0162
Total of all active and inactive participants2020-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01222
Number of participants with account balances2020-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01316
Total number of active participants reported on line 7a of the Form 55002019-01-01211
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01114
Total of all active and inactive participants2019-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01325
Number of participants with account balances2019-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01340
Total number of active participants reported on line 7a of the Form 55002018-01-01192
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01124
Total of all active and inactive participants2018-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01316
Number of participants with account balances2018-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01387
Total number of active participants reported on line 7a of the Form 55002017-01-01217
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01123
Total of all active and inactive participants2017-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01340
Number of participants with account balances2017-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01380
Total number of active participants reported on line 7a of the Form 55002016-01-01275
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01112
Total of all active and inactive participants2016-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01387
Number of participants with account balances2016-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01415
Total number of active participants reported on line 7a of the Form 55002015-01-01271
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01109
Total of all active and inactive participants2015-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01380
Number of participants with account balances2015-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01444
Total number of active participants reported on line 7a of the Form 55002014-01-01292
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01123
Total of all active and inactive participants2014-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01415
Number of participants with account balances2014-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01395
Total number of active participants reported on line 7a of the Form 55002013-01-01318
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01126
Total of all active and inactive participants2013-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01444
Number of participants with account balances2013-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01363
Total number of active participants reported on line 7a of the Form 55002012-01-01278
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01117
Total of all active and inactive participants2012-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01395
Number of participants with account balances2012-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01338
Total number of active participants reported on line 7a of the Form 55002011-01-01253
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01110
Total of all active and inactive participants2011-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01363
Number of participants with account balances2011-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01380
Total number of active participants reported on line 7a of the Form 55002010-01-01250
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0188
Total of all active and inactive participants2010-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01338
Number of participants with account balances2010-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01380
Total number of active participants reported on line 7a of the Form 55002009-01-01281
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0199
Total of all active and inactive participants2009-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01380
Number of participants with account balances2009-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN

Measure Date Value
2022 : CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,236,846
Total of all expenses incurred2022-12-31$3,868,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,860,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$333,426
Value of total assets at end of year2022-12-31$7,479,914
Value of total assets at beginning of year2022-12-31$12,584,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,276
Total interest from all sources2022-12-31$4,129
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$77,603
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$77,603
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$220,528
Participant contributions at end of year2022-12-31$72,488
Participant contributions at beginning of year2022-12-31$100,333
Participant contributions at end of year2022-12-31$16,409
Participant contributions at beginning of year2022-12-31$15,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,104,977
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,479,914
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,584,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$7,276
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,051,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,570,458
Interest on participant loans2022-12-31$4,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,226,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,899,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,652,004
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$112,898
Employer contributions (assets) at end of year2022-12-31$112,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,860,855
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 name2022-12-31RICHARDS, MITCHELL & CROSS PA
Accountancy firm EIN2022-12-31464063801
2021 : CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$101,349
Total unrealized appreciation/depreciation of assets2021-12-31$101,349
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$1,744,035
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,721,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,710,011
Value of total corrective distributions2021-12-31$1,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$299,924
Value of total assets at end of year2021-12-31$12,584,891
Value of total assets at beginning of year2021-12-31$13,562,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,815
Total interest from all sources2021-12-31$3,790
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$299,924
Participant contributions at end of year2021-12-31$102,779
Participant contributions at beginning of year2021-12-31$101,766
Participant contributions at end of year2021-12-31$12,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-977,335
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,584,891
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,562,226
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$8,570,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,800,936
Interest on participant loans2021-12-31$3,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,899,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,659,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,338,972
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,710,011
Contract administrator fees2021-12-31$9,815
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RICHARDS, MITCHELL & CROS
Accountancy firm EIN2021-12-31464063801
2020 : CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$112,503
Total unrealized appreciation/depreciation of assets2020-12-31$112,503
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,965,895
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,339,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,315,614
Expenses. Certain deemed distributions of participant loans2020-12-31$9,108
Value of total corrective distributions2020-12-31$4,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$427,880
Value of total assets at end of year2020-12-31$13,562,226
Value of total assets at beginning of year2020-12-31$12,935,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,988
Total interest from all sources2020-12-31$5,899
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$427,819
Participant contributions at end of year2020-12-31$101,766
Participant contributions at beginning of year2020-12-31$110,861
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$61
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$626,293
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,562,226
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,935,933
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$8,800,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,825,072
Interest on participant loans2020-12-31$5,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,659,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,419,613
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,315,614
Contract administrator fees2020-12-31$9,988
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 name2020-12-31GERALD J. WOOD, CPA, PLLC.
Accountancy firm EIN2020-12-31261454694
2019 : CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$2,244,439
Total income from all sources (including contributions)2019-12-31$2,244,439
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,818,821
Total of all expenses incurred2019-12-31$1,818,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,802,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,802,495
Expenses. Certain deemed distributions of participant loans2019-12-31$13,002
Expenses. Certain deemed distributions of participant loans2019-12-31$13,002
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$465,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$465,581
Value of total assets at end of year2019-12-31$12,935,933
Value of total assets at end of year2019-12-31$12,935,933
Value of total assets at beginning of year2019-12-31$12,510,315
Value of total assets at beginning of year2019-12-31$12,510,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,324
Total interest from all sources2019-12-31$6,897
Total interest from all sources2019-12-31$6,897
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,771,961
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,771,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,771,961
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,771,961
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$465,581
Contributions received from participants2019-12-31$465,581
Participant contributions at end of year2019-12-31$110,861
Participant contributions at end of year2019-12-31$110,861
Participant contributions at beginning of year2019-12-31$167,242
Participant contributions at beginning of year2019-12-31$167,242
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
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
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$425,618
Value of net income/loss2019-12-31$425,618
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,935,933
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,935,933
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,510,315
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,510,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$12,825,072
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,825,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,343,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,343,073
Interest on participant loans2019-12-31$6,897
Interest on participant loans2019-12-31$6,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,802,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,802,495
Contract administrator fees2019-12-31$3,324
Contract administrator fees2019-12-31$3,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GERALD J. WOOD, CPA, PLLC
Accountancy firm name2019-12-31GERALD J. WOOD, CPA, PLLC
Accountancy firm EIN2019-12-31261454694
Accountancy firm EIN2019-12-31261454694
2018 : CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) 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$407,031
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,350,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,322,513
Expenses. Certain deemed distributions of participant loans2018-12-31$20,073
Value of total corrective distributions2018-12-31$3,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$505,459
Value of total assets at end of year2018-12-31$12,510,315
Value of total assets at beginning of year2018-12-31$14,453,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,303
Total interest from all sources2018-12-31$9,024
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$955,427
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$955,427
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$505,459
Participant contributions at end of year2018-12-31$167,242
Participant contributions at beginning of year2018-12-31$186,756
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$15,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,943,507
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,510,315
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,453,822
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$12,343,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,251,396
Interest on participant loans2018-12-31$9,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,062,879
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,322,513
Contract administrator fees2018-12-31$4,303
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31GERALD J. WOOD, CPA, PLLC
Accountancy firm EIN2018-12-31261454694
2017 : CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) 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$2,090,804
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,448,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,432,899
Expenses. Certain deemed distributions of participant loans2017-12-31$1,233
Value of total corrective distributions2017-12-31$11,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$569,503
Value of total assets at end of year2017-12-31$14,453,822
Value of total assets at beginning of year2017-12-31$13,811,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,525
Total interest from all sources2017-12-31$9,980
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$569,503
Participant contributions at end of year2017-12-31$186,756
Participant contributions at beginning of year2017-12-31$253,051
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$15,670
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$17,533
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$642,190
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,453,822
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,811,632
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 pooled separate accounts at end of year2017-12-31$14,251,396
Value of interest in pooled separate accounts at beginning of year2017-12-31$13,541,048
Interest on participant loans2017-12-31$9,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$1,511,321
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,432,899
Contract administrator fees2017-12-31$2,525
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31GERALD J. WOOD, CPA, PLLC
Accountancy firm EIN2017-12-31261454694
2016 : CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) 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$1,134,738
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,523,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,515,354
Expenses. Certain deemed distributions of participant loans2016-12-31$2,451
Value of total corrective distributions2016-12-31$2,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$585,547
Value of total assets at end of year2016-12-31$13,811,632
Value of total assets at beginning of year2016-12-31$14,200,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,175
Total interest from all sources2016-12-31$8,770
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$580,826
Participant contributions at end of year2016-12-31$253,051
Participant contributions at beginning of year2016-12-31$219,245
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$17,533
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$17,533
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-388,700
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,811,632
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,200,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$13,541,048
Value of interest in pooled separate accounts at beginning of year2016-12-31$13,963,554
Interest on participant loans2016-12-31$8,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$540,421
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,515,354
Contract administrator fees2016-12-31$3,175
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31GERALD J. WOOD, CPA, PLLC
Accountancy firm EIN2016-12-31261454694
2015 : CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) 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$541,753
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,149,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,135,791
Value of total corrective distributions2015-12-31$12,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$486,226
Value of total assets at end of year2015-12-31$14,200,332
Value of total assets at beginning of year2015-12-31$14,808,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,420
Total interest from all sources2015-12-31$9,554
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$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$486,226
Participant contributions at end of year2015-12-31$219,245
Participant contributions at beginning of year2015-12-31$305,563
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$17,533
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$89,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-607,811
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,200,332
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,808,143
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 pooled separate accounts at end of year2015-12-31$13,963,554
Value of interest in pooled separate accounts at beginning of year2015-12-31$14,412,745
Interest on participant loans2015-12-31$9,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$45,973
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,135,791
Contract administrator fees2015-12-31$1,420
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31GERALD J. WOOD, CPA, PLLC
Accountancy firm EIN2015-12-31261454694
2014 : CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) 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$1,394,141
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,130,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,112,650
Value of total corrective distributions2014-12-31$16,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$494,159
Value of total assets at end of year2014-12-31$14,808,143
Value of total assets at beginning of year2014-12-31$18,544,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,567
Total interest from all sources2014-12-31$296,388
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$494,159
Participant contributions at end of year2014-12-31$305,563
Participant contributions at beginning of year2014-12-31$338,360
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$38,740
Assets. Other investments not covered elsewhere at end of year2014-12-31$89,835
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$58,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-3,736,758
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,808,143
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,544,901
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 pooled separate accounts at end of year2014-12-31$14,412,745
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,048,169
Interest on participant loans2014-12-31$19,418
Interest earned on other investments2014-12-31$276,970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,060,966
Net investment gain/loss from pooled separate accounts2014-12-31$603,594
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,112,650
Contract administrator fees2014-12-31$1,567
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31GERALD J. WOOD, CPA, PLLC
Accountancy firm EIN2014-12-31261454694
2013 : CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) 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$2,631,014
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,190,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,174,278
Value of total corrective distributions2013-12-31$15,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$524,666
Value of total assets at end of year2013-12-31$18,544,901
Value of total assets at beginning of year2013-12-31$17,104,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,024
Total interest from all sources2013-12-31$302,826
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$513,593
Participant contributions at end of year2013-12-31$338,360
Participant contributions at beginning of year2013-12-31$480,740
Participant contributions at end of year2013-12-31$38,740
Participant contributions at beginning of year2013-12-31$39,127
Assets. Other investments not covered elsewhere at end of year2013-12-31$58,666
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,073
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$1,440,197
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,544,901
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,104,704
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 pooled separate accounts at end of year2013-12-31$9,048,169
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,525,675
Interest on participant loans2013-12-31$18,865
Interest earned on other investments2013-12-31$283,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,060,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,059,162
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,800
Net investment gain/loss from pooled separate accounts2013-12-31$1,803,522
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,171,478
Contract administrator fees2013-12-31$1,024
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 name2013-12-31GERALD J. WOOD, CPA., PLLC
Accountancy firm EIN2013-12-31261454694
2012 : CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,523,936
Total of all expenses incurred2012-12-31$1,675,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,666,051
Value of total corrective distributions2012-12-31$8,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$547,903
Value of total assets at end of year2012-12-31$17,104,704
Value of total assets at beginning of year2012-12-31$17,256,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,211
Total interest from all sources2012-12-31$257,044
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$547,903
Participant contributions at end of year2012-12-31$480,740
Participant contributions at beginning of year2012-12-31$591,492
Participant contributions at end of year2012-12-31$39,127
Participant contributions at beginning of year2012-12-31$52,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-151,486
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,104,704
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,256,190
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 pooled separate accounts at end of year2012-12-31$7,525,675
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,899,160
Interest on participant loans2012-12-31$24,458
Interest earned on other investments2012-12-31$232,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,059,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,712,581
Net investment gain/loss from pooled separate accounts2012-12-31$718,989
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,666,051
Contract administrator fees2012-12-31$1,211
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 name2012-12-31GERALD J. WOOD, CPA, PLLC
Accountancy firm EIN2012-12-31261454694
2011 : CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$641,923
Total of all expenses incurred2011-12-31$1,085,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,071,140
Value of total corrective distributions2011-12-31$12,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$628,254
Value of total assets at end of year2011-12-31$17,256,190
Value of total assets at beginning of year2011-12-31$17,699,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,731
Total interest from all sources2011-12-31$259,024
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$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$599,676
Participant contributions at end of year2011-12-31$591,492
Participant contributions at beginning of year2011-12-31$433,091
Participant contributions at end of year2011-12-31$52,957
Participant contributions at beginning of year2011-12-31$57,047
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$28,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-443,297
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,256,190
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,699,487
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 pooled separate accounts at end of year2011-12-31$6,899,160
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,871,269
Interest on participant loans2011-12-31$24,025
Interest earned on other investments2011-12-31$234,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,712,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,338,080
Net investment gain/loss from pooled separate accounts2011-12-31$-245,355
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$0
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,071,140
Contract administrator fees2011-12-31$1,731
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 name2011-12-31GERALD J. WOOD, CPA, PLLC
Accountancy firm EIN2011-12-31261454694
2010 : CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,726,994
Total of all expenses incurred2010-12-31$1,111,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,097,113
Value of total corrective distributions2010-12-31$13,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$670,726
Value of total assets at end of year2010-12-31$17,699,487
Value of total assets at beginning of year2010-12-31$17,084,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,517
Total interest from all sources2010-12-31$259,279
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$670,726
Participant contributions at end of year2010-12-31$433,091
Participant contributions at beginning of year2010-12-31$405,291
Participant contributions at end of year2010-12-31$57,047
Participant contributions at beginning of year2010-12-31$61,712
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
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$615,067
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,699,487
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,084,420
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 pooled separate accounts at end of year2010-12-31$7,871,269
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,092,417
Interest on participant loans2010-12-31$25,777
Interest earned on other investments2010-12-31$233,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,338,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,316,598
Net investment gain/loss from pooled separate accounts2010-12-31$796,989
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$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$208,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,097,113
Contract administrator fees2010-12-31$1,517
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 name2010-12-31GERALD J. WOOD, CPA, PLLC
Accountancy firm EIN2010-12-31261454694

Form 5500 Responses for CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN

2022: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) 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: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) 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: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) 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: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) 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: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) 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: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) 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: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) 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: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) 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: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) 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: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) 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: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) 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: CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) 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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780740-01
Policy instance 2
Insurance contract or identification number780740-01
Number of Individuals Covered97
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61428-01
Policy instance 1
Insurance contract or identification numberMR 61428-01
Number of Individuals Covered137
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR6142801
Policy instance 1
Insurance contract or identification numberMR6142801
Number of Individuals Covered125
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $10,469
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?No
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 $10,469
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR6142801
Policy instance 1
Insurance contract or identification numberMR6142801
Number of Individuals Covered161
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $11,762
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?No
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
Commission paid to Insurance BrokerUSD $510
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61428-01
Policy instance 1
Insurance contract or identification numberMR61428-01
Number of Individuals Covered230
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12,504
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?No
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
Commission paid to Insurance BrokerUSD $12,504
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61428-01
Policy instance 1
Insurance contract or identification numberMR61428-01
Number of Individuals Covered240
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,375
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?No
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 $15,375
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61428-01
Policy instance 1
Insurance contract or identification numberMR61428-01
Number of Individuals Covered254
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,331
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?No
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 $16,331
Insurance broker organization code?4
Insurance broker nameWELLS FARGO ADVISORS, INC. AGENCY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61428-1
Policy instance 1
Insurance contract or identification numberMR61428-1
Number of Individuals Covered240
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,271
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?No
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 $9,271
Insurance broker organization code?4
Insurance broker nameWELLSFARGOADVISORS, INS.AGENCY, LLC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR61428-1
Policy instance 2
Insurance contract or identification numberMR61428-1
Number of Individuals Covered265
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $89,437
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?No
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 $89,437
Insurance broker organization code?4
Insurance broker nameWELLSFARGOADVISORS, INS AGENCY, LLC
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number13-3954527
Policy instance 1
Insurance contract or identification number13-3954527
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $23,658
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?No
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
Insurance broker nameHOWARD ROSS, CFP, CHFC, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number13-3954527
Policy instance 1
Insurance contract or identification number13-3954527
Number of Individuals Covered282
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?No
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
Insurance broker nameHOWARD ROSS, CFP, CHFC. CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91652893
Policy instance 1
Insurance contract or identification number91652893
Number of Individuals Covered269
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $34,395
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees33634
Insurance broker organization code?3
Insurance broker nameHOWARD ROSS, CFP, CHFC, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91652893
Policy instance 1
Insurance contract or identification number91652893
Number of Individuals Covered280
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $34,395
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number91652893
Policy instance 1
Insurance contract or identification number91652893
Number of Individuals Covered294
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $33,352
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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