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RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 401k Plan overview

Plan NameRETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC.
Plan identification number 003

RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

ECHOING HILLS VILLAGE, INC. has sponsored the creation of one or more 401k plans.

Company Name:ECHOING HILLS VILLAGE, INC.
Employer identification number (EIN):310735747
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about ECHOING HILLS VILLAGE, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1966-11-21
Company Identification Number: 355935
Legal Registered Office Address: 250 WEST STREET
SUITE 700
COLUMBUS
United States of America (USA)
43215

More information about ECHOING HILLS VILLAGE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01JOHN SWANSON JOHN SWANSON2019-07-16
0032017-01-01JOHN SWANSON JOHN SWANSON2018-10-05
0032017-01-01JOHN SWANSON JOHN SWANSON2018-10-04
0032016-01-01JOHN SWANSON JOHN SWANSON2017-07-21
0032015-01-01JOHN SWANSON JOHN SWANSON2016-09-02
0032014-01-01JOHN SWANSON JOHN SWANSON2015-07-30
0032013-01-01JOHN SWANSON JOHN SWANSON2014-10-02
0032012-01-01JOHN SWANSON JOHN SWANSON2013-08-01
0032011-01-01JOHN SWANSON JOHN SWANSON2012-10-03
0032009-01-01JOHN SWANSON JOHN SWANSON2010-09-29

Plan Statistics for RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC.

401k plan membership statisitcs for RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC.

Measure Date Value
2022: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01526
Total number of active participants reported on line 7a of the Form 55002022-01-01481
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01533
Number of participants with account balances2022-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01504
Total number of active participants reported on line 7a of the Form 55002021-01-01486
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01530
Number of participants with account balances2021-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01500
Total number of active participants reported on line 7a of the Form 55002020-01-01480
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-01514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01514
Number of participants with account balances2020-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01505
Total number of active participants reported on line 7a of the Form 55002019-01-01468
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0128
Total of all active and inactive participants2019-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01497
Number of participants with account balances2019-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01526
Total number of active participants reported on line 7a of the Form 55002018-01-01467
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01490
Number of participants with account balances2018-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01529
Total number of active participants reported on line 7a of the Form 55002017-01-01491
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01522
Number of participants with account balances2017-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01508
Total number of active participants reported on line 7a of the Form 55002016-01-01499
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01527
Number of participants with account balances2016-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01516
Total number of active participants reported on line 7a of the Form 55002015-01-01502
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01525
Number of participants with account balances2015-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01516
Total number of active participants reported on line 7a of the Form 55002014-01-01500
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01519
Number of participants with account balances2014-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01456
Total number of active participants reported on line 7a of the Form 55002013-01-01498
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01521
Number of participants with account balances2013-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01509
Total number of active participants reported on line 7a of the Form 55002012-01-01495
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01510
Number of participants with account balances2012-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01498
Total number of active participants reported on line 7a of the Form 55002011-01-01508
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01518
Number of participants with account balances2011-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01492
Total number of active participants reported on line 7a of the Form 55002009-01-01460
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01507
Number of participants with account balances2009-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0187

Financial Data on RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC.

Measure Date Value
2022 : RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-483,326
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$599,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$582,067
Value of total corrective distributions2022-12-31$474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$500,986
Value of total assets at end of year2022-12-31$5,142,930
Value of total assets at beginning of year2022-12-31$6,225,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$16,541
Total interest from all sources2022-12-31$21,181
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$49,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$49,437
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$426,792
Participant contributions at end of year2022-12-31$152,076
Participant contributions at beginning of year2022-12-31$188,168
Participant contributions at end of year2022-12-31$15,529
Participant contributions at beginning of year2022-12-31$14,496
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,945
Administrative expenses (other) incurred2022-12-31$170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,082,408
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,142,930
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,225,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,246,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,447,970
Value of interest in pooled separate accounts at end of year2022-12-31$41,834
Value of interest in pooled separate accounts at beginning of year2022-12-31$52,494
Interest on participant loans2022-12-31$9,287
Interest earned on other investments2022-12-31$11,894
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$684,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$519,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,044,390
Net investment gain/loss from pooled separate accounts2022-12-31$-10,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$69,249
Employer contributions (assets) at end of year2022-12-31$2,553
Employer contributions (assets) at beginning of year2022-12-31$2,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$582,067
Contract administrator fees2022-12-31$16,371
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,264,318
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$844,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$825,643
Value of total corrective distributions2021-12-31$204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$518,380
Value of total assets at end of year2021-12-31$6,225,338
Value of total assets at beginning of year2021-12-31$5,805,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,600
Total interest from all sources2021-12-31$21,977
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$30,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$30,753
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$453,794
Participant contributions at end of year2021-12-31$188,168
Participant contributions at beginning of year2021-12-31$119,523
Participant contributions at end of year2021-12-31$14,496
Participant contributions at beginning of year2021-12-31$14,389
Administrative expenses (other) incurred2021-12-31$118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$419,871
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,225,338
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,805,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$50
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,447,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,845,196
Value of interest in pooled separate accounts at end of year2021-12-31$52,494
Value of interest in pooled separate accounts at beginning of year2021-12-31$109,512
Interest on participant loans2021-12-31$9,437
Interest earned on other investments2021-12-31$12,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$519,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$714,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$682,676
Net investment gain/loss from pooled separate accounts2021-12-31$10,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$64,586
Employer contributions (assets) at end of year2021-12-31$2,252
Employer contributions (assets) at beginning of year2021-12-31$2,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$825,643
Contract administrator fees2021-12-31$18,432
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GILMORE JASION MAHLER LTD
Accountancy firm EIN2021-12-31341827159
2020 : RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,296,583
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$330,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$316,527
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$577,455
Value of total assets at end of year2020-12-31$5,805,467
Value of total assets at beginning of year2020-12-31$4,839,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,302
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$22,735
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$35,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$35,360
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$367,674
Participant contributions at end of year2020-12-31$119,523
Participant contributions at beginning of year2020-12-31$166,322
Participant contributions at end of year2020-12-31$14,389
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$146,372
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$172
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$965,754
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,805,467
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,839,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$51
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,845,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,886,002
Value of interest in pooled separate accounts at end of year2020-12-31$109,512
Value of interest in pooled separate accounts at beginning of year2020-12-31$97,378
Interest on participant loans2020-12-31$9,059
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$13,676
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$714,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$690,011
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$642,865
Net investment gain/loss from pooled separate accounts2020-12-31$18,168
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$63,409
Employer contributions (assets) at end of year2020-12-31$2,629
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$316,527
Contract administrator fees2020-12-31$14,079
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GILMORE JASION & MAHLER, LTD.
Accountancy firm EIN2020-12-31341827159
2019 : RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,174,013
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$472,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$454,659
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$383,483
Value of total assets at end of year2019-12-31$4,839,713
Value of total assets at beginning of year2019-12-31$4,138,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,527
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$28,116
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$42,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$42,183
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$324,946
Participant contributions at end of year2019-12-31$166,322
Participant contributions at beginning of year2019-12-31$196,832
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$706
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$179
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$701,155
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,839,713
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,138,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$48
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,886,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,186,227
Value of interest in pooled separate accounts at end of year2019-12-31$97,378
Value of interest in pooled separate accounts at beginning of year2019-12-31$78,253
Interest on participant loans2019-12-31$12,515
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$15,601
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$690,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$677,246
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$700,904
Net investment gain/loss from pooled separate accounts2019-12-31$19,327
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$57,831
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$454,659
Contract administrator fees2019-12-31$17,300
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GILMORE, JASION & MAHLER LTD
Accountancy firm EIN2019-12-31341827159
2018 : RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$200,410
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$514,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$491,388
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$419,112
Value of total assets at end of year2018-12-31$4,138,558
Value of total assets at beginning of year2018-12-31$4,453,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,190
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$23,939
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$39,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$39,175
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$300,113
Participant contributions at end of year2018-12-31$196,832
Participant contributions at beginning of year2018-12-31$172,588
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$64,161
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$4
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-314,456
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,138,558
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,453,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$50
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,186,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,621,422
Value of interest in pooled separate accounts at end of year2018-12-31$78,253
Value of interest in pooled separate accounts at beginning of year2018-12-31$84,161
Interest on participant loans2018-12-31$10,196
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$13,743
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$677,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$574,843
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-276,118
Net investment gain/loss from pooled separate accounts2018-12-31$-5,702
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$54,838
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$491,388
Contract administrator fees2018-12-31$23,140
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GILMORE, JASION & MAHLER LTD.
Accountancy firm EIN2018-12-31341827159
2017 : RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$916,529
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$419,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$396,632
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$382,500
Value of total assets at end of year2017-12-31$4,453,014
Value of total assets at beginning of year2017-12-31$3,956,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,076
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$23,045
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$49,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$49,289
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$292,513
Participant contributions at end of year2017-12-31$172,588
Participant contributions at beginning of year2017-12-31$200,116
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$40,413
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$53
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$180
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$496,532
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,453,014
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,956,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$50
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,621,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,044,559
Value of interest in pooled separate accounts at end of year2017-12-31$84,161
Value of interest in pooled separate accounts at beginning of year2017-12-31$70,958
Interest on participant loans2017-12-31$8,418
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$14,627
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$574,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$640,793
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$448,287
Net investment gain/loss from pooled separate accounts2017-12-31$13,408
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$49,574
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$56
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$396,579
Contract administrator fees2017-12-31$22,846
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GILMORE JASION MAHLER, LTD
Accountancy firm EIN2017-12-31341827159
2016 : RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$615,684
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$412,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$390,860
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$372,490
Value of total assets at end of year2016-12-31$3,956,482
Value of total assets at beginning of year2016-12-31$3,753,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,726
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$25,400
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$33,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$33,795
Administrative expenses professional fees incurred2016-12-31$191
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$317,370
Participant contributions at end of year2016-12-31$200,116
Participant contributions at beginning of year2016-12-31$156,955
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,214
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$202,751
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,956,482
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,753,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,044,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,894,814
Value of interest in pooled separate accounts at end of year2016-12-31$70,958
Value of interest in pooled separate accounts at beginning of year2016-12-31$68,081
Interest on participant loans2016-12-31$8,513
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$16,887
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$640,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$633,881
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$179,903
Net investment gain/loss from pooled separate accounts2016-12-31$4,096
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$52,906
Employer contributions (assets) at end of year2016-12-31$56
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$390,860
Contract administrator fees2016-12-31$21,535
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$400,745
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$569,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$547,723
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$387,625
Value of total assets at end of year2015-12-31$3,753,731
Value of total assets at beginning of year2015-12-31$3,922,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,554
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$27,698
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$28,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$28,400
Administrative expenses professional fees incurred2015-12-31$211
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$312,419
Participant contributions at end of year2015-12-31$156,955
Participant contributions at beginning of year2015-12-31$158,586
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$91,545
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$17,998
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-169,083
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,753,731
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,922,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,894,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,921,229
Value of interest in pooled separate accounts at end of year2015-12-31$68,081
Value of interest in pooled separate accounts at beginning of year2015-12-31$69,676
Interest on participant loans2015-12-31$8,086
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$19,612
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$633,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$681,577
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-41,619
Net investment gain/loss from pooled separate accounts2015-12-31$-1,359
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$57,208
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$201
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$547,723
Contract administrator fees2015-12-31$21,343
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$524,025
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$308,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$286,773
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$358,747
Value of total assets at end of year2014-12-31$3,922,814
Value of total assets at beginning of year2014-12-31$3,707,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,479
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$28,100
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$42,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$42,961
Administrative expenses professional fees incurred2014-12-31$210
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$300,252
Participant contributions at end of year2014-12-31$158,586
Participant contributions at beginning of year2014-12-31$160,861
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$91,545
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$90,768
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,799
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$3,165
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$215,449
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,922,814
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,707,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,921,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,700,496
Value of interest in pooled separate accounts at end of year2014-12-31$69,676
Value of interest in pooled separate accounts at beginning of year2014-12-31$65,159
Interest on participant loans2014-12-31$8,141
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$19,959
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$681,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$689,689
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$86,299
Net investment gain/loss from pooled separate accounts2014-12-31$4,753
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$55,696
Employer contributions (assets) at end of year2014-12-31$201
Employer contributions (assets) at beginning of year2014-12-31$392
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$286,773
Contract administrator fees2014-12-31$21,269
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$797,159
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$188,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$165,469
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$359,960
Value of total assets at end of year2013-12-31$3,707,365
Value of total assets at beginning of year2013-12-31$3,098,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,589
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$29,214
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$31,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$31,657
Administrative expenses professional fees incurred2013-12-31$210
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$350,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$284,711
Participant contributions at end of year2013-12-31$160,861
Participant contributions at beginning of year2013-12-31$152,564
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$21,820
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$12
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$608,861
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,707,365
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,098,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,700,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,134,445
Value of interest in pooled separate accounts at end of year2013-12-31$155,927
Value of interest in pooled separate accounts at beginning of year2013-12-31$146,807
Interest on participant loans2013-12-31$8,814
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$20,400
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$689,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$663,726
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$359,993
Net investment gain/loss from pooled separate accounts2013-12-31$16,335
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$53,429
Employer contributions (assets) at end of year2013-12-31$392
Employer contributions (assets) at beginning of year2013-12-31$962
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$165,457
Contract administrator fees2013-12-31$22,379
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN
Accountancy firm EIN2013-12-31381357951
2012 : RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$612,213
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$686,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$667,581
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$323,339
Value of total assets at end of year2012-12-31$3,098,504
Value of total assets at beginning of year2012-12-31$3,172,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,834
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$30,143
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$32,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$32,159
Administrative expenses professional fees incurred2012-12-31$210
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$272,355
Participant contributions at end of year2012-12-31$152,564
Participant contributions at beginning of year2012-12-31$160,563
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$365
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$-74,403
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,098,504
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,172,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,134,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,797,738
Value of interest in pooled separate accounts at end of year2012-12-31$146,807
Value of interest in pooled separate accounts at beginning of year2012-12-31$139,286
Interest on participant loans2012-12-31$7,598
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$22,545
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$663,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,075,320
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$216,204
Net investment gain/loss from pooled separate accounts2012-12-31$10,003
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$50,984
Employer contributions (assets) at end of year2012-12-31$962
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$667,581
Contract administrator fees2012-12-31$18,624
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE & MORAN
Accountancy firm EIN2012-12-31381357951
2011 : RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$322,655
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$401,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$377,079
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$307,370
Value of total assets at end of year2011-12-31$3,172,907
Value of total assets at beginning of year2011-12-31$3,251,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,992
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$34,599
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$25,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$25,069
Administrative expenses professional fees incurred2011-12-31$222
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$256,750
Participant contributions at end of year2011-12-31$160,563
Participant contributions at beginning of year2011-12-31$136,439
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$1
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-78,555
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,172,907
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,251,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,797,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,231,527
Value of interest in pooled separate accounts at end of year2011-12-31$139,286
Value of interest in pooled separate accounts at beginning of year2011-12-31$248,138
Interest on participant loans2011-12-31$8,553
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$26,046
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,075,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$635,358
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-45,711
Net investment gain/loss from pooled separate accounts2011-12-31$1,327
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$50,620
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$377,079
Contract administrator fees2011-12-31$23,770
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$601,643
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$400,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$376,873
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$292,749
Value of total assets at end of year2010-12-31$3,251,462
Value of total assets at beginning of year2010-12-31$3,050,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,724
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$29,271
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$29,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$29,906
Administrative expenses professional fees incurred2010-12-31$271
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$350,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$243,994
Participant contributions at end of year2010-12-31$136,439
Participant contributions at beginning of year2010-12-31$137,088
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$9,855
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$197
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$200,883
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,251,462
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,050,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$50
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,231,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,794,082
Value of interest in pooled separate accounts at end of year2010-12-31$248,138
Value of interest in pooled separate accounts at beginning of year2010-12-31$324,535
Interest on participant loans2010-12-31$7,722
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$21,549
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$635,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$782,570
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$235,442
Net investment gain/loss from pooled separate accounts2010-12-31$14,078
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$48,755
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$2,449
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$376,873
Contract administrator fees2010-12-31$23,403
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951
2009 : RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC.

2022: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN OF ECHOING HILLS VILLAGE, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22631
Policy instance 3
Insurance contract or identification numberCR22631
Number of Individuals Covered16
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $50
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees50
Additional information about fees paid to insurance brokerADMINISTRATIVE CHARGES
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number913696
Policy instance 2
Insurance contract or identification number913696
Number of Individuals Covered12
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered533
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22631
Policy instance 3
Insurance contract or identification numberCR22631
Number of Individuals Covered17
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $150
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees50
Additional information about fees paid to insurance brokerADMINISTRATIVE CHARGES
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number913696
Policy instance 2
Insurance contract or identification number913696
Number of Individuals Covered13
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered530
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22631
Policy instance 3
Insurance contract or identification numberCR22631
Number of Individuals Covered17
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $50
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees50
Additional information about fees paid to insurance brokerSERVICE PROVIDER DIRECT COMPENSATION
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number913696
Policy instance 2
Insurance contract or identification number913696
Number of Individuals Covered15
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $174
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees174
Additional information about fees paid to insurance brokerNON-CASH COMPENSATION PAID TO BRIGHTHOUSE AS A SERVICE PROVIDER
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered514
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22631
Policy instance 3
Insurance contract or identification numberCR22631
Number of Individuals Covered19
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $50
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees50
Additional information about fees paid to insurance brokerSERVICE PROVIDER DIRECT COMPENSATION
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number913696
Policy instance 2
Insurance contract or identification number913696
Number of Individuals Covered15
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $180
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees180
Additional information about fees paid to insurance brokerNON-CASH COMPENSATION PAID TO BRIGHTHOUSE AS A SERVICE PROVIDER
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered497
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22631
Policy instance 3
Insurance contract or identification numberCR22631
Number of Individuals Covered20
Insurance policy start date1991-07-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number913696
Policy instance 2
Insurance contract or identification number913696
Number of Individuals Covered15
Insurance policy start date1991-07-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $28
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28
Amount paid for insurance broker fees0
Insurance broker organization code?6
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered490
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR22631
Policy instance 3
Insurance contract or identification numberCR22631
Number of Individuals Covered19
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5
Amount paid for insurance broker fees0
Insurance broker organization code?6
Insurance broker nameMSI FINANCIAL SERVICES
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number913696
Policy instance 2
Insurance contract or identification number913696
Number of Individuals Covered17
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $330
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $330
Amount paid for insurance broker fees0
Insurance broker organization code?6
Insurance broker nameBRIGHTHOUSE SECURITIES, LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
Insurance contract or identification number441463
Number of Individuals Covered522
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $221
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees221
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameKESTRA INVESTMENT SERVICES LLC

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