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NEWBURGH HEALTH CARE 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameNEWBURGH HEALTH CARE 401(K) PROFIT SHARING PLAN
Plan identification number 001

NEWBURGH HEALTH CARE 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

NEWBURGH HEALTHCARE AND RESIDENTAL CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:NEWBURGH HEALTHCARE AND RESIDENTAL CENTER, INC.
Employer identification number (EIN):351407907
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEWBURGH HEALTH CARE 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ROGER AMBROSE
0012011-01-01ROGER AMBROSE
0012010-01-01ROGER AMBROSE2011-07-21
0012007-01-01ROGER AMBROSE

Plan Statistics for NEWBURGH HEALTH CARE 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NEWBURGH HEALTH CARE 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: NEWBURGH HEALTH CARE 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01116
Total number of active participants reported on line 7a of the Form 55002012-01-01102
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01102
Number of participants with account balances2012-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: NEWBURGH HEALTH CARE 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01110
Total number of active participants reported on line 7a of the Form 55002011-01-0197
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0198
Number of participants with account balances2011-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2007: NEWBURGH HEALTH CARE 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0178
Total number of active participants reported on line 7a of the Form 55002007-01-0170
Number of other retired or separated participants entitled to future benefits2007-01-016
Total of all active and inactive participants2007-01-0176
Total participants2007-01-0176
Number of participants with account balances2007-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-016

Financial Data on NEWBURGH HEALTH CARE 401(K) PROFIT SHARING PLAN

Measure Date Value
2012 : NEWBURGH HEALTH CARE 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$82,388
Expenses. Total of all expenses incurred2012-12-31$15,522
Benefits paid (including direct rollovers)2012-12-31$9,113
Total plan assets at end of year2012-12-31$280,406
Total plan assets at beginning of year2012-12-31$213,540
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$58,182
Other income received2012-12-31$21,514
Net income (gross income less expenses)2012-12-31$66,866
Net plan assets at end of year (total assets less liabilities)2012-12-31$280,406
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$213,540
Total contributions received or receivable from employer(s)2012-12-31$2,692
Value of corrective distributions2012-12-31$3,201
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,208
2011 : NEWBURGH HEALTH CARE 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$36,811
Expenses. Total of all expenses incurred2011-12-31$19,659
Benefits paid (including direct rollovers)2011-12-31$10,585
Total plan assets at end of year2011-12-31$213,540
Total plan assets at beginning of year2011-12-31$196,388
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$47,915
Other income received2011-12-31$-13,390
Net income (gross income less expenses)2011-12-31$17,152
Net plan assets at end of year (total assets less liabilities)2011-12-31$213,540
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$196,388
Total contributions received or receivable from employer(s)2011-12-31$2,286
Value of corrective distributions2011-12-31$4,480
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,594

Form 5500 Responses for NEWBURGH HEALTH CARE 401(K) PROFIT SHARING PLAN

2012: NEWBURGH HEALTH CARE 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEWBURGH HEALTH CARE 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2007: NEWBURGH HEALTH CARE 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP37780/FDG7
Policy instance 1
Insurance contract or identification numberGP37780/FDG7
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,707
Total amount of fees paid to insurance companyUSD $178
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VARIABLE ANNUITY WITH GUARANT

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