401k Plan data: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN plan

ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	002

ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ERIE HOMES FOR CHILDREN AND ADULTS, INC has sponsored the creation of one or more 401k plans.

Company Name: ERIE HOMES FOR CHILDREN AND ADULTS, INC

Employer identification number (EIN): 250967472

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01 CHARLES WALCZAK
002 2015-07-01 CHARLES WALCZAK
002 2014-07-01 CHARLES WALCZAK CHARLES WALCZAK 2016-04-08
002 2013-07-01 CHARLES WALCZAK CHARLES WALCZAK 2015-03-19
002 2012-07-01 PAUL CARPENEDO PAUL CARPENEDO 2014-01-31
002 2011-07-01 PAUL CARPENEDO PAUL CARPENEDO 2013-02-20
002 2010-07-01 PAUL CARPENEDO
002 2009-07-01 PAUL CARPENEDO

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01
002	2016-07-01	CHARLES WALCZAK
002	2015-07-01	CHARLES WALCZAK
002	2014-07-01	CHARLES WALCZAK	CHARLES WALCZAK	2016-04-08
002	2013-07-01	CHARLES WALCZAK	CHARLES WALCZAK	2015-03-19
002	2012-07-01	PAUL CARPENEDO	PAUL CARPENEDO	2014-01-31
002	2011-07-01	PAUL CARPENEDO	PAUL CARPENEDO	2013-02-20
002	2010-07-01	PAUL CARPENEDO
002	2009-07-01	PAUL CARPENEDO

Plan Statistics for ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2021: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 654
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 441
Number of retired or separated participants receiving benefits 2021-07-01 5
Number of other retired or separated participants entitled to future benefits 2021-07-01 213
Total of all active and inactive participants 2021-07-01 659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 659
Number of participants with account balances 2021-07-01 646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 764
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 459
Number of retired or separated participants receiving benefits 2020-07-01 10
Number of other retired or separated participants entitled to future benefits 2020-07-01 180
Total of all active and inactive participants 2020-07-01 649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 649
Number of participants with account balances 2020-07-01 625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 662
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 495
Number of retired or separated participants receiving benefits 2019-07-01 21
Number of other retired or separated participants entitled to future benefits 2019-07-01 246
Total of all active and inactive participants 2019-07-01 762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 762
Number of participants with account balances 2019-07-01 735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 603
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 561
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 99
Total of all active and inactive participants 2018-07-01 660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 660
Number of participants with account balances 2018-07-01 655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 622
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 514
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 89
Total of all active and inactive participants 2017-07-01 603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 603
Number of participants with account balances 2017-07-01 597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 502
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 514
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 108
Total of all active and inactive participants 2016-07-01 622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 622
Number of participants with account balances 2016-07-01 614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 582
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 435
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 67
Total of all active and inactive participants 2015-07-01 502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 502
Number of participants with account balances 2015-07-01 435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 389
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 518
Number of retired or separated participants receiving benefits 2014-07-01 64
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 582
Number of participants with account balances 2014-07-01 415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 320
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 352
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 36
Total of all active and inactive participants 2013-07-01 388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 389
Number of participants with account balances 2013-07-01 387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 493
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 288
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 32
Total of all active and inactive participants 2012-07-01 320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 320
Number of participants with account balances 2012-07-01 320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 441
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 312
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 181
Total of all active and inactive participants 2011-07-01 493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 493
Number of participants with account balances 2011-07-01 495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 400
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 297
Number of other retired or separated participants entitled to future benefits 2010-07-01 144
Total of all active and inactive participants 2010-07-01 441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 441
Number of participants with account balances 2010-07-01 437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 18
2009: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 378
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 278
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 121
Total of all active and inactive participants 2009-07-01 399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 399
Number of participants with account balances 2009-07-01 395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 16

Measure	Date	Value
2021: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	654
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	441
Number of retired or separated participants receiving benefits	2021-07-01	5
Number of other retired or separated participants entitled to future benefits	2021-07-01	213
Total of all active and inactive participants	2021-07-01	659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	659
Number of participants with account balances	2021-07-01	646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	764
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	459
Number of retired or separated participants receiving benefits	2020-07-01	10
Number of other retired or separated participants entitled to future benefits	2020-07-01	180
Total of all active and inactive participants	2020-07-01	649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	649
Number of participants with account balances	2020-07-01	625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	662
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	495
Number of retired or separated participants receiving benefits	2019-07-01	21
Number of other retired or separated participants entitled to future benefits	2019-07-01	246
Total of all active and inactive participants	2019-07-01	762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	762
Number of participants with account balances	2019-07-01	735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	603
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	561
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	99
Total of all active and inactive participants	2018-07-01	660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	660
Number of participants with account balances	2018-07-01	655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	622
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	514
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	89
Total of all active and inactive participants	2017-07-01	603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	603
Number of participants with account balances	2017-07-01	597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	502
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	514
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	108
Total of all active and inactive participants	2016-07-01	622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	622
Number of participants with account balances	2016-07-01	614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	582
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	435
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	67
Total of all active and inactive participants	2015-07-01	502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	502
Number of participants with account balances	2015-07-01	435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	389
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	518
Number of retired or separated participants receiving benefits	2014-07-01	64
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	582
Number of participants with account balances	2014-07-01	415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	320
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	352
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	36
Total of all active and inactive participants	2013-07-01	388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	389
Number of participants with account balances	2013-07-01	387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	493
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	288
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	32
Total of all active and inactive participants	2012-07-01	320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	320
Number of participants with account balances	2012-07-01	320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	441
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	312
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	181
Total of all active and inactive participants	2011-07-01	493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	493
Number of participants with account balances	2011-07-01	495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	400
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	297
Number of other retired or separated participants entitled to future benefits	2010-07-01	144
Total of all active and inactive participants	2010-07-01	441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	441
Number of participants with account balances	2010-07-01	437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	18
2009: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	378
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	278
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	121
Total of all active and inactive participants	2009-07-01	399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	399
Number of participants with account balances	2009-07-01	395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	16

Financial Data on ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$3,547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-568,265
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$2,178,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$2,093,397
Expenses. Certain deemed distributions of participant loans	2022-06-30	$10,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$931,504
Value of total assets at end of year	2022-06-30	$11,306,014
Value of total assets at beginning of year	2022-06-30	$14,049,152
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$74,839
Total interest from all sources	2022-06-30	$18,564
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$519,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$519,362
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$571,972
Participant contributions at end of year	2022-06-30	$353,498
Participant contributions at beginning of year	2022-06-30	$295,248
Participant contributions at end of year	2022-06-30	$6,129
Participant contributions at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$32,402
Other income not declared elsewhere	2022-06-30	$143,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-2,746,685
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$11,302,467
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$14,049,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$8,377,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$11,090,020
Interest on participant loans	2022-06-30	$18,564
Value of interest in common/collective trusts at end of year	2022-06-30	$0
Value of interest in common/collective trusts at beginning of year	2022-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$2,564,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$2,663,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-2,181,484
Net investment gain or loss from common/collective trusts	2022-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$327,130
Employer contributions (assets) at end of year	2022-06-30	$3,876
Employer contributions (assets) at beginning of year	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$2,093,397
Contract administrator fees	2022-06-30	$74,839
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$3,547
Liabilities. Value of benefit claims payable at beginning of year	2022-06-30	$0
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	MCGILL,POWER,BELL & ASSOCIATES, LLP
Accountancy firm EIN	2022-06-30	251031405
2021 : ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$3,760,588
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$922,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$813,668
Expenses. Certain deemed distributions of participant loans	2021-06-30	$47,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$871,493
Value of total assets at end of year	2021-06-30	$14,049,152
Value of total assets at beginning of year	2021-06-30	$11,210,613
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$60,511
Total interest from all sources	2021-06-30	$15,854
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$300,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$300,713
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$552,743
Participant contributions at end of year	2021-06-30	$295,248
Participant contributions at beginning of year	2021-06-30	$330,439
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$949
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$1,201
Other income not declared elsewhere	2021-06-30	$96,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$2,838,539
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$14,049,152
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$11,210,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$11,090,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$7,364,885
Interest on participant loans	2021-06-30	$15,854
Value of interest in common/collective trusts at end of year	2021-06-30	$0
Value of interest in common/collective trusts at beginning of year	2021-06-30	$853,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$2,663,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$2,163,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$2,471,877
Net investment gain or loss from common/collective trusts	2021-06-30	$3,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$317,549
Employer contributions (assets) at end of year	2021-06-30	$0
Employer contributions (assets) at beginning of year	2021-06-30	$497,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$813,668
Contract administrator fees	2021-06-30	$60,511
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	MCGILL,POWER,BELL & ASSOCIATES, LLP
Accountancy firm EIN	2021-06-30	251031405
2020 : ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$2,015,250
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$543,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$457,813
Expenses. Certain deemed distributions of participant loans	2020-06-30	$14,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,345,984
Value of total assets at end of year	2020-06-30	$11,210,613
Value of total assets at beginning of year	2020-06-30	$9,739,275
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$71,867
Total interest from all sources	2020-06-30	$20,581
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$357,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$357,142
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$511,886
Participant contributions at end of year	2020-06-30	$330,439
Participant contributions at beginning of year	2020-06-30	$449,098
Participant contributions at end of year	2020-06-30	$949
Participant contributions at beginning of year	2020-06-30	$18,473
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$19,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,471,338
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$11,210,613
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$9,739,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$7,364,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$8,124,746
Interest on participant loans	2020-06-30	$20,581
Value of interest in common/collective trusts at end of year	2020-06-30	$853,798
Value of interest in common/collective trusts at beginning of year	2020-06-30	$897,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$2,163,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$291,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$814,965
Employer contributions (assets) at end of year	2020-06-30	$497,090
Employer contributions (assets) at beginning of year	2020-06-30	$249,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$457,813
Contract administrator fees	2020-06-30	$71,867
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-06-30	Yes
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	MCGILL,POWER,BELL & ASSOCIATES, LLP
Accountancy firm EIN	2020-06-30	251031405
2019 : ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-06-30	$-34
Total unrealized appreciation/depreciation of assets	2019-06-30	$-34
Total income from all sources (including contributions)	2019-06-30	$1,552,640
Total loss/gain on sale of assets	2019-06-30	$-16,053
Total of all expenses incurred	2019-06-30	$855,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$798,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$971,361
Value of total assets at end of year	2019-06-30	$9,739,275
Value of total assets at beginning of year	2019-06-30	$9,042,204
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$56,973
Total interest from all sources	2019-06-30	$24,940
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$370,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$370,127
Administrative expenses professional fees incurred	2019-06-30	$56,973
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$452,741
Participant contributions at end of year	2019-06-30	$449,098
Participant contributions at beginning of year	2019-06-30	$577,705
Participant contributions at end of year	2019-06-30	$18,473
Participant contributions at beginning of year	2019-06-30	$15,977
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$2,497
Other income not declared elsewhere	2019-06-30	$3,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$697,071
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$9,739,275
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$9,042,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$8,124,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$7,294,992
Interest on participant loans	2019-06-30	$24,940
Value of interest in common/collective trusts at end of year	2019-06-30	$897,940
Value of interest in common/collective trusts at beginning of year	2019-06-30	$828,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$179,777
Net investment gain or loss from common/collective trusts	2019-06-30	$18,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$516,123
Employer contributions (assets) at end of year	2019-06-30	$249,018
Employer contributions (assets) at beginning of year	2019-06-30	$324,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$798,596
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Aggregate proceeds on sale of assets	2019-06-30	$1,320,424
Aggregate carrying amount (costs) on sale of assets	2019-06-30	$1,336,477
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	MCGILL,POWER,BELL & ASSOCIATES,LLP
Accountancy firm EIN	2019-06-30	251031405
2018 : ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$1,677,077
Total loss/gain on sale of assets	2018-06-30	$74,767
Total of all expenses incurred	2018-06-30	$1,328,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,309,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$942,263
Value of total assets at end of year	2018-06-30	$9,042,204
Value of total assets at beginning of year	2018-06-30	$8,694,027
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$19,896
Total interest from all sources	2018-06-30	$23,512
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$291,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$291,639
Administrative expenses professional fees incurred	2018-06-30	$19,896
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$387,739
Participant contributions at end of year	2018-06-30	$577,705
Participant contributions at beginning of year	2018-06-30	$620,232
Participant contributions at end of year	2018-06-30	$15,977
Participant contributions at beginning of year	2018-06-30	$0
Other income not declared elsewhere	2018-06-30	$1,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$348,177
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$9,042,204
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$8,694,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$7,294,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$7,051,152
Interest on participant loans	2018-06-30	$23,512
Value of interest in common/collective trusts at end of year	2018-06-30	$828,713
Value of interest in common/collective trusts at beginning of year	2018-06-30	$916,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$329,207
Net investment gain or loss from common/collective trusts	2018-06-30	$13,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$554,524
Employer contributions (assets) at end of year	2018-06-30	$324,817
Employer contributions (assets) at beginning of year	2018-06-30	$105,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,309,004
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	Yes
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Aggregate proceeds on sale of assets	2018-06-30	$11,037,482
Aggregate carrying amount (costs) on sale of assets	2018-06-30	$10,962,715
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	BKD,LLP
Accountancy firm EIN	2018-06-30	440160260
2017 : ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$1,635,945
Total loss/gain on sale of assets	2017-06-30	$46,547
Total of all expenses incurred	2017-06-30	$224,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$223,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$695,203
Value of total assets at end of year	2017-06-30	$8,694,027
Value of total assets at beginning of year	2017-06-30	$7,282,645
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$1,349
Total interest from all sources	2017-06-30	$21,052
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$246,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$246,264
Administrative expenses professional fees incurred	2017-06-30	$1,349
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$341,537
Participant contributions at end of year	2017-06-30	$620,232
Participant contributions at beginning of year	2017-06-30	$457,488
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$44,900
Other income not declared elsewhere	2017-06-30	$1,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,411,382
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$8,694,027
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$7,282,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$7,051,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$5,529,168
Interest on participant loans	2017-06-30	$21,052
Value of interest in common/collective trusts at end of year	2017-06-30	$916,815
Value of interest in common/collective trusts at beginning of year	2017-06-30	$945,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$619,686
Net investment gain or loss from common/collective trusts	2017-06-30	$5,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$308,766
Employer contributions (assets) at end of year	2017-06-30	$105,828
Employer contributions (assets) at beginning of year	2017-06-30	$350,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$223,214
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	Yes
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Aggregate proceeds on sale of assets	2017-06-30	$1,473,827
Aggregate carrying amount (costs) on sale of assets	2017-06-30	$1,427,280
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	BKD, LLP
Accountancy firm EIN	2017-06-30	440160260
2016 : ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$894,373
Total loss/gain on sale of assets	2016-06-30	$-152,928
Total of all expenses incurred	2016-06-30	$1,586,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,584,632
Value of total corrective distributions	2016-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$939,021
Value of total assets at end of year	2016-06-30	$7,282,645
Value of total assets at beginning of year	2016-06-30	$7,975,205
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$2,301
Total interest from all sources	2016-06-30	$20,422
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$312,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$312,772
Administrative expenses professional fees incurred	2016-06-30	$2,301
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$308,420
Participant contributions at end of year	2016-06-30	$457,488
Participant contributions at beginning of year	2016-06-30	$488,908
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$10,985
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$111,052
Other income not declared elsewhere	2016-06-30	$4,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-692,560
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$7,282,645
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$7,975,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$5,529,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$6,109,768
Interest on participant loans	2016-06-30	$20,422
Value of interest in common/collective trusts at end of year	2016-06-30	$945,961
Value of interest in common/collective trusts at beginning of year	2016-06-30	$1,006,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-236,583
Net investment gain or loss from common/collective trusts	2016-06-30	$6,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$519,549
Employer contributions (assets) at end of year	2016-06-30	$350,028
Employer contributions (assets) at beginning of year	2016-06-30	$359,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,584,632
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Aggregate proceeds on sale of assets	2016-06-30	$3,219,125
Aggregate carrying amount (costs) on sale of assets	2016-06-30	$3,372,053
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Unqualified
Accountancy firm name	2016-06-30	BKD, LLP
Accountancy firm EIN	2016-06-30	440160260
2015 : ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$1,296
Total income from all sources (including contributions)	2015-06-30	$837,350
Total loss/gain on sale of assets	2015-06-30	$242
Total of all expenses incurred	2015-06-30	$317,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$315,367
Value of total corrective distributions	2015-06-30	$309
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$634,789
Value of total assets at end of year	2015-06-30	$7,975,205
Value of total assets at beginning of year	2015-06-30	$7,456,177
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$1,350
Total interest from all sources	2015-06-30	$18,278
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$336,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$336,857
Administrative expenses professional fees incurred	2015-06-30	$1,350
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$275,715
Participant contributions at end of year	2015-06-30	$488,908
Participant contributions at beginning of year	2015-06-30	$433,876
Participant contributions at end of year	2015-06-30	$10,985
Participant contributions at beginning of year	2015-06-30	$9,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$1,296
Other income not declared elsewhere	2015-06-30	$6,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$520,324
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$7,975,205
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$7,454,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$6,109,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$5,683,781
Interest on participant loans	2015-06-30	$18,278
Value of interest in common/collective trusts at end of year	2015-06-30	$1,006,470
Value of interest in common/collective trusts at beginning of year	2015-06-30	$982,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-166,399
Net investment gain or loss from common/collective trusts	2015-06-30	$7,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$359,074
Employer contributions (assets) at end of year	2015-06-30	$359,074
Employer contributions (assets) at beginning of year	2015-06-30	$346,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$315,367
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Aggregate proceeds on sale of assets	2015-06-30	$1,089,231
Aggregate carrying amount (costs) on sale of assets	2015-06-30	$1,088,989
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	BKD, LLP
Accountancy firm EIN	2015-06-30	440160260
2014 : ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$1,296
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$7,351
Total income from all sources (including contributions)	2014-06-30	$1,607,482
Total loss/gain on sale of assets	2014-06-30	$55,769
Total of all expenses incurred	2014-06-30	$539,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$537,301
Value of total corrective distributions	2014-06-30	$1,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$652,035
Value of total assets at end of year	2014-06-30	$7,456,177
Value of total assets at beginning of year	2014-06-30	$6,394,534
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$1,187
Total interest from all sources	2014-06-30	$15,108
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$213,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$213,036
Administrative expenses professional fees incurred	2014-06-30	$1,187
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$243,043
Participant contributions at end of year	2014-06-30	$433,876
Participant contributions at beginning of year	2014-06-30	$355,418
Participant contributions at end of year	2014-06-30	$9,383
Participant contributions at beginning of year	2014-06-30	$8,489
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$62,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$1,296
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$7,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,067,698
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$7,454,881
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$6,387,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$5,683,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$4,602,538
Interest on participant loans	2014-06-30	$15,108
Value of interest in common/collective trusts at end of year	2014-06-30	$982,605
Value of interest in common/collective trusts at beginning of year	2014-06-30	$1,104,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$665,043
Net investment gain or loss from common/collective trusts	2014-06-30	$6,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$346,532
Employer contributions (assets) at end of year	2014-06-30	$346,532
Employer contributions (assets) at beginning of year	2014-06-30	$323,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$537,301
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Aggregate proceeds on sale of assets	2014-06-30	$1,185,423
Aggregate carrying amount (costs) on sale of assets	2014-06-30	$1,129,654
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	BKD, LLP
Accountancy firm EIN	2014-06-30	440160260
2013 : ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$7,351
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$1,384,527
Total loss/gain on sale of assets	2013-06-30	$109,053
Total of all expenses incurred	2013-06-30	$777,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$765,347
Value of total corrective distributions	2013-06-30	$7,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$551,416
Value of total assets at end of year	2013-06-30	$6,394,534
Value of total assets at beginning of year	2013-06-30	$5,780,254
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$4,900
Total interest from all sources	2013-06-30	$79,462
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$113,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$113,070
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$227,949
Participant contributions at end of year	2013-06-30	$355,418
Participant contributions at beginning of year	2013-06-30	$282,996
Participant contributions at end of year	2013-06-30	$8,489
Participant contributions at beginning of year	2013-06-30	$8,896
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$7,351
Administrative expenses (other) incurred	2013-06-30	$4,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Income. Non cash contributions	2013-06-30	$0
Value of net income/loss	2013-06-30	$606,929
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$6,387,183
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$5,780,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$4,602,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$4,211,046
Interest on participant loans	2013-06-30	$11,089
Income. Interest from corporate debt instruments	2013-06-30	$68,373
Value of interest in common/collective trusts at end of year	2013-06-30	$1,104,622
Value of interest in common/collective trusts at beginning of year	2013-06-30	$1,204,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$520,399
Net investment gain or loss from common/collective trusts	2013-06-30	$11,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$323,467
Employer contributions (assets) at end of year	2013-06-30	$323,467
Employer contributions (assets) at beginning of year	2013-06-30	$72,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$765,347
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Aggregate proceeds on sale of assets	2013-06-30	$1,719,685
Aggregate carrying amount (costs) on sale of assets	2013-06-30	$1,610,632
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	MALIN, BERGQUIST& CO. LLP
Accountancy firm EIN	2013-06-30	251249913
2012 : ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$610,267
Total loss/gain on sale of assets	2012-06-30	$-7,295
Total of all expenses incurred	2012-06-30	$195,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$194,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$559,444
Value of total assets at end of year	2012-06-30	$5,780,254
Value of total assets at beginning of year	2012-06-30	$5,365,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$1,011
Total interest from all sources	2012-06-30	$11,962
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$117,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$246,894
Participant contributions at end of year	2012-06-30	$282,996
Participant contributions at beginning of year	2012-06-30	$287,380
Participant contributions at end of year	2012-06-30	$8,896
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$19,492
Other income not declared elsewhere	2012-06-30	$2
Administrative expenses (other) incurred	2012-06-30	$1,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$414,326
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$5,780,254
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$5,365,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$4,211,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$3,867,720
Income. Interest from loans (other than to participants)	2012-06-30	$11,962
Value of interest in common/collective trusts at end of year	2012-06-30	$1,204,564
Value of interest in common/collective trusts at beginning of year	2012-06-30	$1,150,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-88,184
Net investment gain or loss from common/collective trusts	2012-06-30	$16,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$293,058
Employer contributions (assets) at end of year	2012-06-30	$72,752
Employer contributions (assets) at beginning of year	2012-06-30	$60,170
Income. Dividends from common stock	2012-06-30	$117,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$194,930
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Aggregate proceeds on sale of assets	2012-06-30	$470,184
Aggregate carrying amount (costs) on sale of assets	2012-06-30	$477,479
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	MALIN, BERGQUIST & CO, LLP
Accountancy firm EIN	2012-06-30	251249913
2011 : ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$1,311,092
Total loss/gain on sale of assets	2011-06-30	$18,502
Total of all expenses incurred	2011-06-30	$107,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$106,723
Value of total corrective distributions	2011-06-30	$154
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$535,802
Value of total assets at end of year	2011-06-30	$5,365,928
Value of total assets at beginning of year	2011-06-30	$4,162,643
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$930
Total interest from all sources	2011-06-30	$12,757
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$51,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$223,019
Participant contributions at end of year	2011-06-30	$287,380
Participant contributions at beginning of year	2011-06-30	$275,876
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$44,744
Administrative expenses (other) incurred	2011-06-30	$930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$1,203,285
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$5,365,928
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$4,162,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$3,867,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$2,807,130
Interest on participant loans	2011-06-30	$12,757
Value of interest in common/collective trusts at end of year	2011-06-30	$1,150,658
Value of interest in common/collective trusts at beginning of year	2011-06-30	$1,023,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$675,320
Net investment gain or loss from common/collective trusts	2011-06-30	$16,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$268,039
Employer contributions (assets) at end of year	2011-06-30	$60,170
Employer contributions (assets) at beginning of year	2011-06-30	$56,585
Income. Dividends from common stock	2011-06-30	$51,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$106,723
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	Yes
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Aggregate proceeds on sale of assets	2011-06-30	$690,981
Aggregate carrying amount (costs) on sale of assets	2011-06-30	$672,479
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	MALIN, BERGQUIST & COMPANY, LLP
Accountancy firm EIN	2011-06-30	251249913
2010 : ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN

2021: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: ERIE HOMES FOR CHILDREN & ADULTS, INC. 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )

Policy contract number

896237-087

Policy instance

Insurance contract or identification number	896237-087
Number of Individuals Covered	642
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )

Policy contract number

896237-087

Policy instance

Insurance contract or identification number	896237-087
Number of Individuals Covered	625
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )

Policy contract number

896237-087

Policy instance

Insurance contract or identification number	896237-087
Number of Individuals Covered	735
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

Potentially related plans

ERIE HOMES FOR CHILDREN AND ADULTS GROUP LIFE [EIN = 250967474]

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Company Name:	ERIE HOMES FOR CHILDREN AND ADULTS, INC
Employer identification number (EIN):	250967472
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities