401k Plan data: HOLZER SENIOR CARE CENTER 401K RETIREMENT PLAN plan

HOLZER SENIOR CARE CENTER 401K RETIREMENT PLAN 401k Plan overview

Plan Name	HOLZER SENIOR CARE CENTER 401K RETIREMENT PLAN
Plan identification number	001

HOLZER SENIOR CARE CENTER 401K RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HOLZER SENIOR CARE CENTER has sponsored the creation of one or more 401k plans.

Company Name: HOLZER SENIOR CARE CENTER

Employer identification number (EIN): 311534051

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

Additional information about HOLZER SENIOR CARE CENTER

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1996-12-27

Company Identification Number: 963165

Legal Registered Office Address: 100 JACKSON PIKE
HOLZER HEALTH SYSTEM
GALLIPOLIS
United States of America (USA)
45631

More information about HOLZER SENIOR CARE CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLZER SENIOR CARE CENTER 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 LISA HALLEY LISA HALLEY 2013-10-15
001 2012-01-01 LISA HALLEY LISA HALLEY 2013-10-15
001 2011-01-01 LISA HALLEY LISA HALLEY 2012-10-11
001 2010-01-01 LISA HALLEY 2011-08-19 LISA HALLEY 2011-08-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	LISA HALLEY		LISA HALLEY	2013-10-15
001	2012-01-01	LISA HALLEY		LISA HALLEY	2013-10-15
001	2011-01-01	LISA HALLEY		LISA HALLEY	2012-10-11
001	2010-01-01	LISA HALLEY	2011-08-19	LISA HALLEY	2011-08-19

Plan Statistics for HOLZER SENIOR CARE CENTER 401K RETIREMENT PLAN

401k plan membership statisitcs for HOLZER SENIOR CARE CENTER 401K RETIREMENT PLAN

Measure Date Value
2013: HOLZER SENIOR CARE CENTER 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HOLZER SENIOR CARE CENTER 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 144
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 14
Total of all active and inactive participants 2012-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 158
Number of participants with account balances 2012-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HOLZER SENIOR CARE CENTER 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 180
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 16
Total of all active and inactive participants 2011-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 196
Number of participants with account balances 2011-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2

Measure	Date	Value
2013: HOLZER SENIOR CARE CENTER 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HOLZER SENIOR CARE CENTER 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	144
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	14
Total of all active and inactive participants	2012-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	158
Number of participants with account balances	2012-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HOLZER SENIOR CARE CENTER 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	180
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	16
Total of all active and inactive participants	2011-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	196
Number of participants with account balances	2011-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2

Financial Data on HOLZER SENIOR CARE CENTER 401K RETIREMENT PLAN

Measure	Date	Value
2013 : HOLZER SENIOR CARE CENTER 401K RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-01-01	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-01-01	$0
Total unrealized appreciation/depreciation of assets	2013-01-01	$0
Total transfer of assets to this plan	2013-01-01	$0
Total transfer of assets from this plan	2013-01-01	$390,065
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-01-01	$0
Expenses. Interest paid	2013-01-01	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-01-01	$0
Total income from all sources (including contributions)	2013-01-01	$7
Total loss/gain on sale of assets	2013-01-01	$0
Total of all expenses incurred	2013-01-01	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-01-01	$0
Expenses. Certain deemed distributions of participant loans	2013-01-01	$0
Value of total corrective distributions	2013-01-01	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-01-01	$0
Value of total assets at end of year	2013-01-01	$0
Value of total assets at beginning of year	2013-01-01	$390,058
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-01-01	$0
Total income from rents	2013-01-01	$0
Total interest from all sources	2013-01-01	$7
Total dividends received (eg from common stock, registered investment company shares)	2013-01-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-01-01	$0
Assets. Real estate other than employer real property at end of year	2013-01-01	$0
Assets. Real estate other than employer real property at beginning of year	2013-01-01	$0
Administrative expenses professional fees incurred	2013-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-01-01	$0
Was this plan covered by a fidelity bond	2013-01-01	Yes
Value of fidelity bond cover	2013-01-01	$50,000
If this is an individual account plan, was there a blackout period	2013-01-01	Yes
Were there any nonexempt tranactions with any party-in-interest	2013-01-01	No
Contributions received from participants	2013-01-01	$0
Participant contributions at end of year	2013-01-01	$0
Participant contributions at beginning of year	2013-01-01	$22,219
Participant contributions at end of year	2013-01-01	$0
Participant contributions at beginning of year	2013-01-01	$3,213
Assets. Other investments not covered elsewhere at end of year	2013-01-01	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-01-01	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-01-01	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-01-01	$0
Assets. Loans (other than to participants) at end of year	2013-01-01	$0
Assets. Loans (other than to participants) at beginning of year	2013-01-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-01-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-01-01	$0
Other income not declared elsewhere	2013-01-01	$0
Administrative expenses (other) incurred	2013-01-01	$0
Liabilities. Value of operating payables at end of year	2013-01-01	$0
Liabilities. Value of operating payables at beginning of year	2013-01-01	$0
Total non interest bearing cash at end of year	2013-01-01	$0
Total non interest bearing cash at beginning of year	2013-01-01	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-01-01	No
Income. Non cash contributions	2013-01-01	$0
Value of net income/loss	2013-01-01	$7
Value of net assets at end of year (total assets less liabilities)	2013-01-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-01-01	$390,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-01-01	No
Were any leases to which the plan was party in default or uncollectible	2013-01-01	No
Assets. partnership/joint venture interests at end of year	2013-01-01	$0
Assets. partnership/joint venture interests at beginning of year	2013-01-01	$0
Investment advisory and management fees	2013-01-01	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-01-01	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-01-01	$225,756
Value of interest in pooled separate accounts at end of year	2013-01-01	$0
Value of interest in pooled separate accounts at beginning of year	2013-01-01	$0
Interest on participant loans	2013-01-01	$0
Income. Interest from loans (other than to participants)	2013-01-01	$0
Interest earned on other investments	2013-01-01	$0
Income. Interest from US Government securities	2013-01-01	$0
Income. Interest from corporate debt instruments	2013-01-01	$0
Value of interest in master investment trust accounts at end of year	2013-01-01	$0
Value of interest in master investment trust accounts at beginning of year	2013-01-01	$0
Value of interest in common/collective trusts at end of year	2013-01-01	$0
Value of interest in common/collective trusts at beginning of year	2013-01-01	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-01-01	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-01-01	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-01-01	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-01-01	$7
Assets. Value of investments in 103.12 investment entities at end of year	2013-01-01	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-01-01	$137,328
Expenses. Payments to insurance carriers foe the provision of benefits	2013-01-01	$0
Asset value of US Government securities at end of year	2013-01-01	$0
Asset value of US Government securities at beginning of year	2013-01-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-01-01	$0
Net investment gain/loss from pooled separate accounts	2013-01-01	$0
Net investment gain or loss from common/collective trusts	2013-01-01	$0
Net gain/loss from 103.12 investment entities	2013-01-01	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-01-01	No
Was there a failure to transmit to the plan any participant contributions	2013-01-01	No
Has the plan failed to provide any benefit when due under the plan	2013-01-01	No
Assets. Invements in employer securities at end of year	2013-01-01	$0
Assets. Invements in employer securities at beginning of year	2013-01-01	$0
Assets. Value of employer real property at end of year	2013-01-01	$0
Assets. Value of employer real property at beginning of year	2013-01-01	$0
Contributions received in cash from employer	2013-01-01	$0
Employer contributions (assets) at end of year	2013-01-01	$0
Employer contributions (assets) at beginning of year	2013-01-01	$1,542
Income. Dividends from preferred stock	2013-01-01	$0
Income. Dividends from common stock	2013-01-01	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-01-01	$0
Asset. Corporate debt instrument preferred debt at end of year	2013-01-01	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-01-01	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-01-01	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-01-01	$0
Contract administrator fees	2013-01-01	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-01-01	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2013-01-01	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-01-01	$0
Liabilities. Value of benefit claims payable at end of year	2013-01-01	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-01-01	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2013-01-01	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-01-01	$0
Did the plan have assets held for investment	2013-01-01	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-01-01	Yes
Aggregate proceeds on sale of assets	2013-01-01	$0
Aggregate carrying amount (costs) on sale of assets	2013-01-01	$0
Liabilities. Value of acquisition indebtedness at end of year	2013-01-01	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-01-01	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-01-01	Yes
Opinion of an independent qualified public accountant for this plan	2013-01-01	Disclaimer
Accountancy firm name	2013-01-01	PLANTE & MORAN
Accountancy firm EIN	2013-01-01	381357951
2012 : HOLZER SENIOR CARE CENTER 401K RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$0
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$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 paid	2012-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$81,857
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$17,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$17,255
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$50,491
Value of total assets at end of year	2012-12-31	$390,058
Value of total assets at beginning of year	2012-12-31	$325,546
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$90
Total income from rents	2012-12-31	$0
Total interest from all sources	2012-12-31	$3,424
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 year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$0
Assets. Real estate other than employer real property at end of year	2012-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2012-12-31	$0
Administrative expenses professional fees incurred	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$50,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$34,145
Participant contributions at end of year	2012-12-31	$22,219
Participant contributions at beginning of year	2012-12-31	$23,443
Participant contributions at end of year	2012-12-31	$3,213
Participant contributions at beginning of year	2012-12-31	$2,237
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$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 year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Assets. Loans (other than to participants) at end of year	2012-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$90
Liabilities. Value of operating payables at end of year	2012-12-31	$0
Liabilities. Value of operating payables at beginning of year	2012-12-31	$0
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$64,512
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$390,058
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$325,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Assets. partnership/joint venture interests at end of year	2012-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$0
Investment advisory and management fees	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$225,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$209,487
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$1,000
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$0
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$0
Value of interest in master investment trust accounts at end of year	2012-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$2,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$137,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$89,332
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Asset value of US Government securities at end of year	2012-12-31	$0
Asset value of US Government securities at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$27,942
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Net gain/loss from 103.12 investment entities	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$0
Assets. Invements in employer securities at beginning of year	2012-12-31	$0
Assets. Value of employer real property at end of year	2012-12-31	$0
Assets. Value of employer real property at beginning of year	2012-12-31	$0
Contributions received in cash from employer	2012-12-31	$16,346
Employer contributions (assets) at end of year	2012-12-31	$1,542
Employer contributions (assets) at beginning of year	2012-12-31	$1,047
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$17,255
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$0
Contract administrator fees	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2012-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2012-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PLANTE & MORAN
Accountancy firm EIN	2012-12-31	381357951
2011 : HOLZER SENIOR CARE CENTER 401K RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$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 paid	2011-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$30,569
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$26,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$26,507
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$30,508
Value of total assets at end of year	2011-12-31	$325,546
Value of total assets at beginning of year	2011-12-31	$321,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$338
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$2,949
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 year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$0
Assets. Real estate other than employer real property at end of year	2011-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2011-12-31	$0
Administrative expenses professional fees incurred	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$50,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$24,712
Participant contributions at end of year	2011-12-31	$23,443
Participant contributions at beginning of year	2011-12-31	$2,066
Participant contributions at end of year	2011-12-31	$2,237
Participant contributions at beginning of year	2011-12-31	$2,565
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$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 year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Assets. Loans (other than to participants) at end of year	2011-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$338
Liabilities. Value of operating payables at end of year	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$0
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$3,724
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$325,546
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$321,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at end of year	2011-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$209,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$243,182
Value of interest in pooled separate accounts at end of year	2011-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$615
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$0
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Value of interest in master investment trust accounts at end of year	2011-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$2,334
Assets. Value of investments in 103.12 investment entities at end of year	2011-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$89,332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$74,009
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Asset value of US Government securities at end of year	2011-12-31	$0
Asset value of US Government securities at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,888
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$0
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Assets. Value of employer real property at end of year	2011-12-31	$0
Assets. Value of employer real property at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$5,796
Employer contributions (assets) at end of year	2011-12-31	$1,047
Employer contributions (assets) at beginning of year	2011-12-31	$0
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$26,507
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$0
Contract administrator fees	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2011-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PLANTE & MORAN
Accountancy firm EIN	2011-12-31	381357951

Form 5500 Responses for HOLZER SENIOR CARE CENTER 401K RETIREMENT PLAN

2013: HOLZER SENIOR CARE CENTER 401K RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HOLZER SENIOR CARE CENTER 401K RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HOLZER SENIOR CARE CENTER 401K RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	HOLZER SENIOR CARE CENTER
Employer identification number (EIN):	311534051
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1996-12-27
Company Identification Number:	963165
Legal Registered Office Address:	100 JACKSON PIKE HOLZER HEALTH SYSTEM GALLIPOLIS United States of America (USA) 45631