401k Plan data: SMITH SENIOR LIVING 401(K) PLAN plan

SMITH SENIOR LIVING 401(K) PLAN 401k Plan overview

Plan Name	SMITH SENIOR LIVING 401(K) PLAN
Plan identification number	003

SMITH SENIOR LIVING 401(K) 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.

401k Sponsoring company profile

SMITH SENIOR LIVING has sponsored the creation of one or more 401k plans.

Company Name: SMITH SENIOR LIVING

Employer identification number (EIN): 364335178

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITH SENIOR LIVING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-07-01
003 2019-07-01
003 2018-07-01
003 2017-07-01 RAYMOND MARNERIS RAYMOND MARNERIS 2019-03-20
003 2016-07-01 RAYMOND J MARNERIS
003 2015-07-01 RAYMOND J MARNERIS RAYMOND J MARNERIS 2017-03-16
003 2014-07-01 RAYMOND MARNERIS RAYMOND MARNERIS 2016-03-30
003 2013-07-01 RAYMOND J MARNERIS RAYMOND J MARNERIS 2015-03-20
003 2012-07-01 RAYMOND MARNERIS RAYMOND MARNERIS 2014-02-19
003 2011-07-01 GEORGE REYNOLDS
003 2009-07-01 GEORGE REYNOLDS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2021-07-01
003	2019-07-01
003	2018-07-01
003	2017-07-01	RAYMOND MARNERIS	RAYMOND MARNERIS	2019-03-20
003	2016-07-01	RAYMOND J MARNERIS
003	2015-07-01	RAYMOND J MARNERIS	RAYMOND J MARNERIS	2017-03-16
003	2014-07-01	RAYMOND MARNERIS	RAYMOND MARNERIS	2016-03-30
003	2013-07-01	RAYMOND J MARNERIS	RAYMOND J MARNERIS	2015-03-20
003	2012-07-01	RAYMOND MARNERIS	RAYMOND MARNERIS	2014-02-19
003	2011-07-01	GEORGE REYNOLDS
003	2009-07-01	GEORGE REYNOLDS

Plan Statistics for SMITH SENIOR LIVING 401(K) PLAN

401k plan membership statisitcs for SMITH SENIOR LIVING 401(K) PLAN

Measure Date Value
2021: SMITH SENIOR LIVING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 590
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 513
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 69
Total of all active and inactive participants 2021-07-01 582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 1
Total participants 2021-07-01 583
Number of participants with account balances 2021-07-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2019: SMITH SENIOR LIVING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 554
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 433
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 153
Total of all active and inactive participants 2019-07-01 586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 587
Number of participants with account balances 2019-07-01 337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 1
2018: SMITH SENIOR LIVING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 503
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 416
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 135
Total of all active and inactive participants 2018-07-01 551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 1
Total participants 2018-07-01 552
Number of participants with account balances 2018-07-01 328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 1
2017: SMITH SENIOR LIVING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 496
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 389
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 113
Total of all active and inactive participants 2017-07-01 502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 503
Number of participants with account balances 2017-07-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: SMITH SENIOR LIVING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 500
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 390
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 105
Total of all active and inactive participants 2016-07-01 495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 496
Number of participants with account balances 2016-07-01 299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: SMITH SENIOR LIVING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 467
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 413
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 87
Total of all active and inactive participants 2015-07-01 500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 500
Number of participants with account balances 2015-07-01 292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 2
2014: SMITH SENIOR LIVING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 416
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 388
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 79
Total of all active and inactive participants 2014-07-01 467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 467
Number of participants with account balances 2014-07-01 283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 1
2013: SMITH SENIOR LIVING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 352
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 382
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 33
Total of all active and inactive participants 2013-07-01 415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 415
Number of participants with account balances 2013-07-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 10
2012: SMITH SENIOR LIVING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 363
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 242
Number of other retired or separated participants entitled to future benefits 2012-07-01 110
Total of all active and inactive participants 2012-07-01 352
Total participants 2012-07-01 352
Number of participants with account balances 2012-07-01 329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 14
2011: SMITH SENIOR LIVING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 266
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 268
Number of retired or separated participants receiving benefits 2011-07-01 95
Total of all active and inactive participants 2011-07-01 363
Total participants 2011-07-01 363
Number of participants with account balances 2011-07-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 48
2009: SMITH SENIOR LIVING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 310
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 322
Number of retired or separated participants receiving benefits 2009-07-01 66
Total of all active and inactive participants 2009-07-01 388
Total participants 2009-07-01 388
Number of participants with account balances 2009-07-01 293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 59

Measure	Date	Value
2021: SMITH SENIOR LIVING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	590
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	513
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	69
Total of all active and inactive participants	2021-07-01	582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	1
Total participants	2021-07-01	583
Number of participants with account balances	2021-07-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2019: SMITH SENIOR LIVING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	554
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	433
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	153
Total of all active and inactive participants	2019-07-01	586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	587
Number of participants with account balances	2019-07-01	337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	1
2018: SMITH SENIOR LIVING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	503
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	416
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	135
Total of all active and inactive participants	2018-07-01	551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	1
Total participants	2018-07-01	552
Number of participants with account balances	2018-07-01	328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	1
2017: SMITH SENIOR LIVING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	496
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	389
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	113
Total of all active and inactive participants	2017-07-01	502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	503
Number of participants with account balances	2017-07-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: SMITH SENIOR LIVING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	500
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	390
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	105
Total of all active and inactive participants	2016-07-01	495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	496
Number of participants with account balances	2016-07-01	299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: SMITH SENIOR LIVING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	467
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	413
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	87
Total of all active and inactive participants	2015-07-01	500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	500
Number of participants with account balances	2015-07-01	292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	2
2014: SMITH SENIOR LIVING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	416
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	388
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	79
Total of all active and inactive participants	2014-07-01	467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	467
Number of participants with account balances	2014-07-01	283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	1
2013: SMITH SENIOR LIVING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	352
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	382
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	33
Total of all active and inactive participants	2013-07-01	415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	415
Number of participants with account balances	2013-07-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	10
2012: SMITH SENIOR LIVING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	363
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	242
Number of other retired or separated participants entitled to future benefits	2012-07-01	110
Total of all active and inactive participants	2012-07-01	352
Total participants	2012-07-01	352
Number of participants with account balances	2012-07-01	329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	14
2011: SMITH SENIOR LIVING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	266
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	268
Number of retired or separated participants receiving benefits	2011-07-01	95
Total of all active and inactive participants	2011-07-01	363
Total participants	2011-07-01	363
Number of participants with account balances	2011-07-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	48
2009: SMITH SENIOR LIVING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	310
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	322
Number of retired or separated participants receiving benefits	2009-07-01	66
Total of all active and inactive participants	2009-07-01	388
Total participants	2009-07-01	388
Number of participants with account balances	2009-07-01	293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	59

Financial Data on SMITH SENIOR LIVING 401(K) PLAN

Measure	Date	Value
2022 : SMITH SENIOR LIVING 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-688,126
Total of all expenses incurred	2022-06-30	$702,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$670,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,197,613
Value of total assets at end of year	2022-06-30	$12,041,991
Value of total assets at beginning of year	2022-06-30	$13,432,693
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$31,847
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$235,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$235,962
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$632,991
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$256,957
Other income not declared elsewhere	2022-06-30	$2,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,390,702
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$12,041,991
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$13,432,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$12,041,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$13,432,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-2,124,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$307,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$670,729
Contract administrator fees	2022-06-30	$31,847
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	FORVIS, LLP
Accountancy firm EIN	2022-06-30	440160260
2020 : SMITH SENIOR LIVING 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,359,918
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$666,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$627,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,014,428
Value of total assets at end of year	2020-06-30	$10,799,385
Value of total assets at beginning of year	2020-06-30	$10,105,855
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$39,130
Total interest from all sources	2020-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$225,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$225,339
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$578,338
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$146,374
Other income not declared elsewhere	2020-06-30	$381
Administrative expenses (other) incurred	2020-06-30	$39,130
Total non interest bearing cash at end of year	2020-06-30	$45
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$693,530
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$10,799,385
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$10,105,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$10,799,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$10,105,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$119,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$289,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$627,258
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	BKD LLP
Accountancy firm EIN	2020-06-30	440160260
2019 : SMITH SENIOR LIVING 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$1,437,509
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$220,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$182,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$885,590
Value of total assets at end of year	2019-06-30	$10,105,855
Value of total assets at beginning of year	2019-06-30	$8,888,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$37,456
Total interest from all sources	2019-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$197,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$197,052
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$596,512
Other income not declared elsewhere	2019-06-30	$344
Administrative expenses (other) incurred	2019-06-30	$37,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,217,453
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$10,105,855
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$8,888,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$10,105,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$8,888,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$354,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$289,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$182,600
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	BKD LLP
Accountancy firm EIN	2019-06-30	440160260
2018 : SMITH SENIOR LIVING 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,513,204
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$525,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$489,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$791,115
Value of total assets at end of year	2018-06-30	$8,888,402
Value of total assets at beginning of year	2018-06-30	$7,900,552
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$35,923
Total interest from all sources	2018-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$159,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$159,566
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$519,633
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$4,927
Other income not declared elsewhere	2018-06-30	$499
Administrative expenses (other) incurred	2018-06-30	$35,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$987,850
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$8,888,402
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$7,900,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$8,888,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$7,900,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$562,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$266,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$489,431
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	BKD LLP
Accountancy firm EIN	2018-06-30	440160260
2017 : SMITH SENIOR LIVING 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,687,927
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$391,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$356,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$765,341
Value of total assets at end of year	2017-06-30	$7,900,552
Value of total assets at beginning of year	2017-06-30	$6,604,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$35,072
Total interest from all sources	2017-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$133,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$133,344
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$504,148
Other income not declared elsewhere	2017-06-30	$419
Administrative expenses (other) incurred	2017-06-30	$35,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,296,530
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$7,900,552
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$6,604,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$7,900,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$6,604,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$788,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$261,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$356,325
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	BKD LLP
Accountancy firm EIN	2017-06-30	440160260
2016 : SMITH SENIOR LIVING 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$699,178
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$819,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$784,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$673,795
Value of total assets at end of year	2016-06-30	$6,604,022
Value of total assets at beginning of year	2016-06-30	$6,724,090
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$34,666
Total interest from all sources	2016-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$132,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$132,144
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$459,441
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$763
Other income not declared elsewhere	2016-06-30	$2,239
Administrative expenses (other) incurred	2016-06-30	$34,666
Total non interest bearing cash at beginning of year	2016-06-30	$18
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-120,068
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$6,604,022
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$6,724,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$6,604,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$6,724,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-109,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$213,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$784,580
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	BKD, LLP
Accountancy firm EIN	2016-06-30	440160260
2015 : SMITH SENIOR LIVING 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$782,351
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$2,252,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$2,217,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$548,961
Value of total assets at end of year	2015-06-30	$6,724,090
Value of total assets at beginning of year	2015-06-30	$8,194,265
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$34,589
Total interest from all sources	2015-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$225,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$225,197
Administrative expenses professional fees incurred	2015-06-30	$34,589
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$438,409
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$18,174
Total non interest bearing cash at end of year	2015-06-30	$18
Total non interest bearing cash at beginning of year	2015-06-30	$41
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-1,470,175
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$6,724,090
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$8,194,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$6,724,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$8,194,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$8,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$92,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$2,217,937
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	2015-06-30	Yes
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	BKD, LLP
Accountancy firm EIN	2015-06-30	440160260
2014 : SMITH SENIOR LIVING 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$1,911,721
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$855,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$802,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$612,833
Value of total assets at end of year	2014-06-30	$8,194,265
Value of total assets at beginning of year	2014-06-30	$7,138,037
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$52,614
Total interest from all sources	2014-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$248,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$248,096
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$386,412
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$9,223
Administrative expenses (other) incurred	2014-06-30	$52,614
Total non interest bearing cash at end of year	2014-06-30	$41
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,056,228
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$8,194,265
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$7,138,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$8,194,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$7,138,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$1,050,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$217,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$802,879
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	2014-06-30	Yes
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	BKD, LLP
Accountancy firm EIN	2014-06-30	440160260
2013 : SMITH SENIOR LIVING 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-06-30	$1,591,844
Total of all expenses incurred	2013-06-30	$649,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$606,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$726,684
Value of total assets at end of year	2013-06-30	$7,138,037
Value of total assets at beginning of year	2013-06-30	$6,195,665
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$43,182
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$186,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$186,351
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$361,701
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$154,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$942,372
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$7,138,037
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$6,195,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$7,138,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$6,195,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$678,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$210,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$606,290
Contract administrator fees	2013-06-30	$43,182
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	WOLF & COMPANY LLP
Accountancy firm EIN	2013-06-30	362985665
2012 : SMITH SENIOR LIVING 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-06-30	$576,659
Total of all expenses incurred	2012-06-30	$537,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$499,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$567,606
Value of total assets at end of year	2012-06-30	$6,195,665
Value of total assets at beginning of year	2012-06-30	$6,156,801
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$38,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$355,033
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$8,526
Administrative expenses (other) incurred	2012-06-30	$38,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$38,864
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$6,195,665
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$6,156,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$6,195,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$6,156,801
Net investment gain/loss from pooled separate accounts	2012-06-30	$9,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$204,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$499,282
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	WOLF & COMPANY LLP
Accountancy firm EIN	2012-06-30	362985665
2011 : SMITH SENIOR LIVING 401(K) PLAN 2011 401k financial data
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	$1,641,528
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$221,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$187,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$583,463
Value of total assets at end of year	2011-06-30	$6,156,801
Value of total assets at beginning of year	2011-06-30	$4,737,147
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$34,401
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
Administrative expenses professional fees incurred	2011-06-30	$34,401
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$341,881
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$33,872
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	$1,419,654
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$6,156,801
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$4,737,147
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	$6,156,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$4,623,180
Net investment gain/loss from pooled separate accounts	2011-06-30	$1,058,065
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	$207,710
Employer contributions (assets) at beginning of year	2011-06-30	$113,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$187,473
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	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	WOLF & COMPANY LLP
Accountancy firm EIN	2011-06-30	362985665

Form 5500 Responses for SMITH SENIOR LIVING 401(K) PLAN

2021: SMITH SENIOR LIVING 401(K) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2019: SMITH SENIOR LIVING 401(K) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: SMITH SENIOR LIVING 401(K) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: SMITH SENIOR LIVING 401(K) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	Yes
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: SMITH SENIOR LIVING 401(K) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: SMITH SENIOR LIVING 401(K) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: SMITH SENIOR LIVING 401(K) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: SMITH SENIOR LIVING 401(K) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: SMITH SENIOR LIVING 401(K) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: SMITH SENIOR LIVING 401(K) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
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)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: SMITH SENIOR LIVING 401(K) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	First time form 5500 has been submitted	Yes
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

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Company Name:	SMITH SENIOR LIVING
Employer identification number (EIN):	364335178
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities