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THE COLONIAL MANOR 401K PLAN 401k Plan overview

Plan NameTHE COLONIAL MANOR 401K PLAN
Plan identification number 001

THE COLONIAL MANOR 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COLONIAL MANOR HEALTH CARE CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:COLONIAL MANOR HEALTH CARE CENTER, INC.
Employer identification number (EIN):310868001
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about COLONIAL MANOR HEALTH CARE CENTER, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1974-10-15
Company Identification Number: 458970
Legal Registered Office Address: 747 S MT VERNON AVE
-
LOUDONVILLE
United States of America (USA)
44842

More information about COLONIAL MANOR HEALTH CARE CENTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COLONIAL MANOR 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01LINDA SNOWBARGER
0012016-01-01LINDA SNOWBARGER
0012015-01-01LINDA SNOWBARGER
0012014-01-01LINDA SNOWBARGER
0012013-01-01LINDA SNOWBARGER
0012012-01-01LINDA SNOWBARGER
0012011-01-01LINDA SNOWBARGER
0012009-01-01LINDA SNOWBARGER

Plan Statistics for THE COLONIAL MANOR 401K PLAN

401k plan membership statisitcs for THE COLONIAL MANOR 401K PLAN

Measure Date Value
2019: THE COLONIAL MANOR 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01109
Total number of active participants reported on line 7a of the Form 55002019-01-0178
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01130
Number of participants with account balances2019-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE COLONIAL MANOR 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01114
Total number of active participants reported on line 7a of the Form 55002018-01-0169
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01109
Number of participants with account balances2018-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE COLONIAL MANOR 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01156
Total number of active participants reported on line 7a of the Form 55002017-01-0173
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01114
Number of participants with account balances2017-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE COLONIAL MANOR 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01155
Total number of active participants reported on line 7a of the Form 55002016-01-01120
Number of other retired or separated participants entitled to future benefits2016-01-0136
Total of all active and inactive participants2016-01-01156
Total participants2016-01-01156
Number of participants with account balances2016-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE COLONIAL MANOR 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01167
Total number of active participants reported on line 7a of the Form 55002015-01-01120
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01155
Total participants2015-01-01155
Number of participants with account balances2015-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: THE COLONIAL MANOR 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01174
Total number of active participants reported on line 7a of the Form 55002014-01-01122
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01155
Number of participants with account balances2014-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: THE COLONIAL MANOR 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01163
Total number of active participants reported on line 7a of the Form 55002013-01-01127
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01151
Number of participants with account balances2013-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE COLONIAL MANOR 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01165
Total number of active participants reported on line 7a of the Form 55002012-01-01124
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01147
Number of participants with account balances2012-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: THE COLONIAL MANOR 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01168
Total number of active participants reported on line 7a of the Form 55002011-01-01135
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01153
Number of participants with account balances2011-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2009: THE COLONIAL MANOR 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01168
Total number of active participants reported on line 7a of the Form 55002009-01-01138
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01156
Number of participants with account balances2009-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on THE COLONIAL MANOR 401K PLAN

Measure Date Value
2019 : THE COLONIAL MANOR 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$403,625
Total of all expenses incurred2019-12-31$288,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$260,715
Expenses. Certain deemed distributions of participant loans2019-12-31$5,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$32,235
Value of total assets at end of year2019-12-31$1,886,045
Value of total assets at beginning of year2019-12-31$1,770,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,545
Total interest from all sources2019-12-31$11,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$150,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$32,235
Participant contributions at end of year2019-12-31$151,524
Participant contributions at beginning of year2019-12-31$186,666
Participant contributions at end of year2019-12-31$3,713
Participant contributions at beginning of year2019-12-31$4,499
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,214
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,309
Administrative expenses (other) incurred2019-12-31$11,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$115,134
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,886,045
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,770,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,942
Value of interest in pooled separate accounts at end of year2019-12-31$1,581,031
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,392,989
Interest on participant loans2019-12-31$8,963
Interest earned on other investments2019-12-31$2,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$147,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$185,448
Net investment gain/loss from pooled separate accounts2019-12-31$359,820
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$260,715
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan 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
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 name2019-12-31BARDON & BRACKMAN CPA'S
Accountancy firm EIN2019-12-31823550477
2018 : THE COLONIAL MANOR 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$45,928
Total of all expenses incurred2018-12-31$309,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$284,480
Expenses. Certain deemed distributions of participant loans2018-12-31$1,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$48,687
Value of total assets at end of year2018-12-31$1,770,911
Value of total assets at beginning of year2018-12-31$2,034,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,483
Total interest from all sources2018-12-31$10,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$150,000
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
Contributions received from participants2018-12-31$48,687
Participant contributions at end of year2018-12-31$186,666
Participant contributions at beginning of year2018-12-31$159,765
Participant contributions at end of year2018-12-31$4,499
Participant contributions at beginning of year2018-12-31$4,653
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,309
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$12,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-263,123
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,770,911
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,034,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$10,942
Value of interest in pooled separate accounts at end of year2018-12-31$1,392,989
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,628,346
Interest on participant loans2018-12-31$8,337
Interest earned on other investments2018-12-31$2,659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$185,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$241,270
Net investment gain/loss from pooled separate accounts2018-12-31$-13,755
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$284,480
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BARDON & BRACKMAN CPA'S
Accountancy firm EIN2018-12-31823550477
2017 : THE COLONIAL MANOR 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$376,416
Total of all expenses incurred2017-12-31$111,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$100,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$70,141
Value of total assets at end of year2017-12-31$2,034,034
Value of total assets at beginning of year2017-12-31$1,769,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,528
Total interest from all sources2017-12-31$10,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$150,000
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
Contributions received from participants2017-12-31$70,141
Participant contributions at end of year2017-12-31$159,765
Participant contributions at beginning of year2017-12-31$197,710
Participant contributions at end of year2017-12-31$4,653
Participant contributions at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$11,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$264,570
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,034,034
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,769,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$1,628,346
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,296,022
Interest on participant loans2017-12-31$7,616
Interest earned on other investments2017-12-31$2,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$241,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$275,732
Net investment gain/loss from pooled separate accounts2017-12-31$295,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$100,318
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BARDON & BRACKMAN CPA'S
Accountancy firm EIN2017-12-31823550477
2016 : THE COLONIAL MANOR 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$159,158
Total of all expenses incurred2016-12-31$300,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$288,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$80,713
Value of total assets at end of year2016-12-31$1,769,464
Value of total assets at beginning of year2016-12-31$1,910,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,810
Total interest from all sources2016-12-31$5,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000
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
Contributions received from participants2016-12-31$67,305
Participant contributions at end of year2016-12-31$197,710
Participant contributions at beginning of year2016-12-31$151,092
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,408
Other income not declared elsewhere2016-12-31$3,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-141,392
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,769,464
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,910,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,296,022
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,516,663
Interest on participant loans2016-12-31$5,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$275,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$243,101
Net investment gain/loss from pooled separate accounts2016-12-31$68,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$288,740
Contract administrator fees2016-12-31$11,810
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GARY BARDON CPA INC
Accountancy firm EIN2016-12-31311257158
2015 : THE COLONIAL MANOR 401K PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$132,448
Total of all expenses incurred2015-12-31$356,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$342,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$70,685
Value of total assets at end of year2015-12-31$1,910,856
Value of total assets at beginning of year2015-12-31$2,135,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,524
Total interest from all sources2015-12-31$6,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$4,314
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
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
Contributions received from participants2015-12-31$70,685
Participant contributions at end of year2015-12-31$151,092
Participant contributions at beginning of year2015-12-31$171,218
Other income not declared elsewhere2015-12-31$3,331
Administrative expenses (other) incurred2015-12-31$10,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-224,307
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,910,856
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,135,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,516,663
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,694,753
Interest on participant loans2015-12-31$6,347
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$76
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$76
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$243,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$269,116
Net investment gain/loss from pooled separate accounts2015-12-31$52,085
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$342,231
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GARY BARDON CPA INC
Accountancy firm EIN2015-12-31311257158
2014 : THE COLONIAL MANOR 401K PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$267,307
Total of all expenses incurred2014-12-31$264,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$251,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$106,423
Value of total assets at end of year2014-12-31$2,135,163
Value of total assets at beginning of year2014-12-31$2,132,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,646
Total interest from all sources2014-12-31$5,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,143
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$150,000
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
Contributions received from participants2014-12-31$84,709
Participant contributions at end of year2014-12-31$171,218
Participant contributions at beginning of year2014-12-31$115,203
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$21,714
Other income not declared elsewhere2014-12-31$3,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,516
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,135,163
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,132,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$10,503
Value of interest in pooled separate accounts at end of year2014-12-31$1,694,753
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,735,600
Interest on participant loans2014-12-31$5,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$76
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$269,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$281,844
Net investment gain/loss from pooled separate accounts2014-12-31$151,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$251,145
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GARY BARDON CPA, INC
Accountancy firm EIN2014-12-31311257158
2013 : THE COLONIAL MANOR 401K PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$494,015
Total of all expenses incurred2013-12-31$131,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$119,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$82,011
Value of total assets at end of year2013-12-31$2,132,647
Value of total assets at beginning of year2013-12-31$1,769,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,810
Total interest from all sources2013-12-31$5,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,865
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$150,000
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
Contributions received from participants2013-12-31$82,011
Participant contributions at end of year2013-12-31$115,203
Participant contributions at beginning of year2013-12-31$152,883
Other income not declared elsewhere2013-12-31$4,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$362,757
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,132,647
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,769,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$9,945
Value of interest in pooled separate accounts at end of year2013-12-31$1,735,600
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,303,109
Interest on participant loans2013-12-31$5,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$281,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$313,898
Net investment gain/loss from pooled separate accounts2013-12-31$402,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$119,448
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31GARY BARDON CPA, INC
Accountancy firm EIN2013-12-31311257158
2012 : THE COLONIAL MANOR 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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
Total income from all sources (including contributions)2012-12-31$268,618
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$256,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$242,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$96,600
Value of total assets at end of year2012-12-31$1,769,890
Value of total assets at beginning of year2012-12-31$1,757,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,461
Total interest from all sources2012-12-31$5,873
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$4,454
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000
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
Contributions received from participants2012-12-31$89,846
Participant contributions at end of year2012-12-31$152,883
Participant contributions at beginning of year2012-12-31$145,876
Other income not declared elsewhere2012-12-31$5,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$12,303
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,769,890
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,757,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$9,007
Value of interest in pooled separate accounts at end of year2012-12-31$1,303,109
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,267,822
Interest on participant loans2012-12-31$5,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$313,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$343,889
Net investment gain/loss from pooled separate accounts2012-12-31$160,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$242,854
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31GARY BARDON CPA, INC.
Accountancy firm EIN2012-12-31311257158
2011 : THE COLONIAL MANOR 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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
Total income from all sources (including contributions)2011-12-31$103,150
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$173,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$157,597
Expenses. Certain deemed distributions of participant loans2011-12-31$3,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$121,365
Value of total assets at end of year2011-12-31$1,757,587
Value of total assets at beginning of year2011-12-31$1,827,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,547
Total interest from all sources2011-12-31$4,952
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$3,399
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000
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
Contributions received from participants2011-12-31$100,874
Participant contributions at end of year2011-12-31$145,876
Participant contributions at beginning of year2011-12-31$123,022
Other income not declared elsewhere2011-12-31$8,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-70,009
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,757,587
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,827,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$9,148
Value of interest in pooled separate accounts at end of year2011-12-31$1,267,822
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,370,046
Interest on participant loans2011-12-31$4,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$343,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$334,528
Net investment gain/loss from pooled separate accounts2011-12-31$-31,174
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$20,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$157,597
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31GARY BARDON CPA, INC.
Accountancy firm EIN2011-12-31311257158
2010 : THE COLONIAL MANOR 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$378,229
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$212,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$193,331
Expenses. Certain deemed distributions of participant loans2010-12-31$7,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$141,474
Value of total assets at end of year2010-12-31$1,827,596
Value of total assets at beginning of year2010-12-31$1,661,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,761
Total interest from all sources2010-12-31$7,435
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$2,449
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$118,170
Participant contributions at end of year2010-12-31$123,022
Participant contributions at beginning of year2010-12-31$140,638
Other income not declared elsewhere2010-12-31$9,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$165,762
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,827,596
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,661,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$9,312
Value of interest in pooled separate accounts at end of year2010-12-31$1,370,046
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,144,758
Interest on participant loans2010-12-31$7,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$334,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$376,438
Net investment gain/loss from pooled separate accounts2010-12-31$219,776
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$23,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$193,331
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31GARY BARDON CPA, INC.
Accountancy firm EIN2010-12-31311257158
2009 : THE COLONIAL MANOR 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE COLONIAL MANOR 401K PLAN

2019: THE COLONIAL MANOR 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: THE COLONIAL MANOR 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: THE COLONIAL MANOR 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: THE COLONIAL MANOR 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: THE COLONIAL MANOR 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: THE COLONIAL MANOR 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: THE COLONIAL MANOR 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: THE COLONIAL MANOR 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE COLONIAL MANOR 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE COLONIAL MANOR 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number986925
Policy instance 1
Insurance contract or identification number986925
Number of Individuals Covered104
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,785
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 $6,785
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number986925
Policy instance 1
Insurance contract or identification number986925
Number of Individuals Covered109
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,232
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 $3,616
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number986925
Policy instance 1
Insurance contract or identification number986925
Number of Individuals Covered114
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,906
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 $3,453
Insurance broker organization code?3
Insurance broker nameERIC R KOPPERT
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number986925-000
Policy instance 1
Insurance contract or identification number986925-000
Number of Individuals Covered112
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,632
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 $3,816
Insurance broker organization code?3
Insurance broker nameSCOTT A ALLISON
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number986925-000
Policy instance 1
Insurance contract or identification number986925-000
Number of Individuals Covered117
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,990
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 $3,995
Insurance broker organization code?3
Insurance broker nameSCOTT A ALLISON
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number986925-000
Policy instance 1
Insurance contract or identification number986925-000
Number of Individuals Covered109
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,181
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 $3,590
Insurance broker organization code?3
Insurance broker nameSCOTT A ALLISON
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number986925-000
Policy instance 1
Insurance contract or identification number986925-000
Number of Individuals Covered108
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,551
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,276
Insurance broker organization code?3
Insurance broker nameSCOTT A ALLISON
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number986925-000
Policy instance 1
Insurance contract or identification number986925-000
Number of Individuals Covered114
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,644
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number986925-000
Policy instance 1
Insurance contract or identification number986925-000
Number of Individuals Covered120
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,158
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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