401k Plan data: WEXNER HERITAGE VILLAGE 403(B) PLAN plan

WEXNER HERITAGE VILLAGE 403(B) PLAN 401k Plan overview

Plan Name	WEXNER HERITAGE VILLAGE 403(B) PLAN
Plan identification number	001

WEXNER HERITAGE VILLAGE 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WEXNER HERITAGE VILLAGE has sponsored the creation of one or more 401k plans.

Company Name: WEXNER HERITAGE VILLAGE

Employer identification number (EIN): 314417962

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

Additional information about WEXNER HERITAGE VILLAGE

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1969-12-02

Company Identification Number: 391439

Legal Registered Office Address: 1151 COLLEGE AVE
-
COLUMBUS
United States of America (USA)
43209

More information about WEXNER HERITAGE VILLAGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEXNER HERITAGE VILLAGE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 ADRIAN SOLOMONIDES
001 2016-01-01
001 2014-01-01 THOMAS MCDERMOTT
001 2013-01-01 THOMAS MCDERMOTT
001 2012-01-01 DAVID DRIVER
001 2011-07-01 DAVID DRIVER
001 2009-07-01 DAVID DRIVER

Plan Statistics for WEXNER HERITAGE VILLAGE 403(B) PLAN

401k plan membership statisitcs for WEXNER HERITAGE VILLAGE 403(B) PLAN

Measure Date Value
2016: WEXNER HERITAGE VILLAGE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 654
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 426
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 114
Total of all active and inactive participants 2016-01-01 540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 540
Number of participants with account balances 2016-01-01 283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 29
2014: WEXNER HERITAGE VILLAGE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 557
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 493
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 109
Total of all active and inactive participants 2014-01-01 602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 602
Number of participants with account balances 2014-01-01 347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WEXNER HERITAGE VILLAGE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 544
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 485
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 72
Total of all active and inactive participants 2013-01-01 557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 557
Number of participants with account balances 2013-01-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 10
2012: WEXNER HERITAGE VILLAGE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 521
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 459
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 85
Total of all active and inactive participants 2012-01-01 544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 544
Number of participants with account balances 2012-01-01 248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: WEXNER HERITAGE VILLAGE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 443
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 462
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 59
Total of all active and inactive participants 2011-07-01 521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 521
Number of participants with account balances 2011-07-01 231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 3
2009: WEXNER HERITAGE VILLAGE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 453
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 336
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 67
Total of all active and inactive participants 2009-07-01 403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 403
Number of participants with account balances 2009-07-01 229

Measure	Date	Value
2016: WEXNER HERITAGE VILLAGE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	654
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	426
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	114
Total of all active and inactive participants	2016-01-01	540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	540
Number of participants with account balances	2016-01-01	283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	29
2014: WEXNER HERITAGE VILLAGE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	557
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	493
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	109
Total of all active and inactive participants	2014-01-01	602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	602
Number of participants with account balances	2014-01-01	347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WEXNER HERITAGE VILLAGE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	544
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	485
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	72
Total of all active and inactive participants	2013-01-01	557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	557
Number of participants with account balances	2013-01-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	10
2012: WEXNER HERITAGE VILLAGE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	521
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	459
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	85
Total of all active and inactive participants	2012-01-01	544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	544
Number of participants with account balances	2012-01-01	248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: WEXNER HERITAGE VILLAGE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	443
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	462
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	59
Total of all active and inactive participants	2011-07-01	521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	521
Number of participants with account balances	2011-07-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	3
2009: WEXNER HERITAGE VILLAGE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	453
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	336
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	67
Total of all active and inactive participants	2009-07-01	403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	403
Number of participants with account balances	2009-07-01	229

Financial Data on WEXNER HERITAGE VILLAGE 403(B) PLAN

Measure	Date	Value
2016 : WEXNER HERITAGE VILLAGE 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$798,209
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$506,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$506,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$458,021
Value of total assets at end of year	2016-12-31	$4,469,882
Value of total assets at beginning of year	2016-12-31	$4,178,426
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$338,695
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$357,178
Other income not declared elsewhere	2016-12-31	$1,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$291,456
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,469,882
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,178,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,179,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,858,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$180,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$210,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$210,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$109,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$108,594
Net investment gain/loss from pooled separate accounts	2016-12-31	$338,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$100,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$506,753
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	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2016-12-31	381357951
2014 : WEXNER HERITAGE VILLAGE 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$828,356
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$419,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$419,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$607,608
Value of total assets at end of year	2014-12-31	$4,530,840
Value of total assets at beginning of year	2014-12-31	$4,121,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$493,329
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$16,546
Other income not declared elsewhere	2014-12-31	$219,860
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$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	2014-12-31	No
Value of net income/loss	2014-12-31	$409,042
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,530,840
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,121,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,196,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,779,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$230,391
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$228,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$228,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$103,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$93,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$114,279
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$3,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$419,314
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2014-12-31	381357951
2013 : WEXNER HERITAGE VILLAGE 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,184,493
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$557,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$557,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$505,253
Value of total assets at end of year	2013-12-31	$4,121,798
Value of total assets at beginning of year	2013-12-31	$3,495,279
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$410,239
Participant contributions at end of year	2013-12-31	$16,546
Participant contributions at beginning of year	2013-12-31	$14,125
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$623
Other income not declared elsewhere	2013-12-31	$2,186
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$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	2013-12-31	No
Value of net income/loss	2013-12-31	$626,519
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,121,798
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,495,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,779,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,011,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$228,922
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$224,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$224,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$93,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$241,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$677,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$94,391
Employer contributions (assets) at end of year	2013-12-31	$3,566
Employer contributions (assets) at beginning of year	2013-12-31	$3,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$557,974
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2013-12-31	381357951
2012 : WEXNER HERITAGE VILLAGE 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	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
Total income from all sources (including contributions)	2012-12-31	$812,445
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$622,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$622,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$479,183
Value of total assets at end of year	2012-12-31	$3,495,279
Value of total assets at beginning of year	2012-12-31	$3,305,090
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$0
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
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
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	$91,961
Participant contributions at end of year	2012-12-31	$14,125
Participant contributions at beginning of year	2012-12-31	$44,344
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$519
Other income not declared elsewhere	2012-12-31	$333,262
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	$18,983
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
Value of net income/loss	2012-12-31	$190,189
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,495,279
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,305,090
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,011,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,776,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$224,982
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$296,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$296,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$241,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$158,846
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	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$386,703
Employer contributions (assets) at end of year	2012-12-31	$3,640
Employer contributions (assets) at beginning of year	2012-12-31	$10,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$622,256
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
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, PLLC
Accountancy firm EIN	2012-12-31	381357951
2011 : WEXNER HERITAGE VILLAGE 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	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
Total income from all sources (including contributions)	2011-12-31	$-6,160
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$49,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$49,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$261,429
Value of total assets at end of year	2011-12-31	$3,305,024
Value of total assets at beginning of year	2011-12-31	$3,360,220
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$0
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
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
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	$213,046
Participant contributions at end of year	2011-12-31	$59,767
Participant contributions at beginning of year	2011-12-31	$30,579
Other income not declared elsewhere	2011-12-31	$-2
Total non interest bearing cash at end of year	2011-12-31	$18,983
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
Value of net income/loss	2011-12-31	$-55,196
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,305,024
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,360,220
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,776,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,000,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$296,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$268,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$268,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$158,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$54,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-267,587
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
Contributions received in cash from employer	2011-12-31	$48,383
Employer contributions (assets) at end of year	2011-12-31	$13,909
Employer contributions (assets) at beginning of year	2011-12-31	$6,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$49,036
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
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, PLLC
Accountancy firm EIN	2011-12-31	381357951
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$1,026,973
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$383,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$383,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$485,024
Value of total assets at end of year	2011-06-30	$3,360,220
Value of total assets at beginning of year	2011-06-30	$2,716,812
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$0
Total interest from all sources	2011-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$381,206
Participant contributions at end of year	2011-06-30	$30,579
Participant contributions at beginning of year	2011-06-30	$26,521
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$19,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$643,408
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$3,360,220
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,716,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$3,000,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$2,267,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$268,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$416,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$416,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$54,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$541,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$83,922
Employer contributions (assets) at end of year	2011-06-30	$6,222
Employer contributions (assets) at beginning of year	2011-06-30	$5,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$383,565
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	PLANTE & MORAN, PLLC
Accountancy firm EIN	2011-06-30	381357951
2010 : WEXNER HERITAGE VILLAGE 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for WEXNER HERITAGE VILLAGE 403(B) PLAN

2016: WEXNER HERITAGE VILLAGE 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2014: WEXNER HERITAGE VILLAGE 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WEXNER HERITAGE VILLAGE 403(B) 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	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WEXNER HERITAGE VILLAGE 403(B) 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WEXNER HERITAGE VILLAGE 403(B) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	Yes
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: WEXNER HERITAGE VILLAGE 403(B) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

WEXNER HERITAGE VILLAGE 403(B) PLAN [EIN = 311804673]

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:	WEXNER HERITAGE VILLAGE
Employer identification number (EIN):	314417962
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1969-12-02
Company Identification Number:	391439
Legal Registered Office Address:	1151 COLLEGE AVE - COLUMBUS United States of America (USA) 43209

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	ADRIAN SOLOMONIDES
001	2016-01-01
001	2014-01-01	THOMAS MCDERMOTT
001	2013-01-01	THOMAS MCDERMOTT
001	2012-01-01	DAVID DRIVER
001	2011-07-01	DAVID DRIVER
001	2009-07-01	DAVID DRIVER