401k Plan data: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN plan

BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 401k Plan overview

Plan Name	BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN
Plan identification number	002

BARTELS LUTHERAN RETIREMENT COMMUNITY 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

BARTELS LUTHERAN HOME has sponsored the creation of one or more 401k plans.

Company Name: BARTELS LUTHERAN HOME

Employer identification number (EIN): 420752685

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

Additional information about BARTELS LUTHERAN HOME

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1950-10-31

Company Identification Number: 054771

Legal Registered Office Address: 1922 5TH AVENUE NW

WAVERLY
United States of America (USA)
50677

More information about BARTELS LUTHERAN HOME

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 HEIDI HUNTER
002 2016-01-01 HEIDI HUNTER
002 2015-01-01 DEBRA SCHROEDER DEBRA SCHROEDER 2016-10-12
002 2014-01-01 DEBRA SCHROEDER
002 2013-01-01 DEBRA SCHROEDER DEBRA SCHROEDER 2014-10-16
002 2012-01-01 DEBRA SCHROEDER DEBRA SCHROEDER 2013-10-15
002 2011-01-01 DEBRA SCHROEDER DEBRA SCHROEDER 2012-10-04
002 2009-01-01 DEBRA SCHROEDER DEBRA SCHROEDER 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	HEIDI HUNTER
002	2016-01-01	HEIDI HUNTER
002	2015-01-01	DEBRA SCHROEDER	DEBRA SCHROEDER	2016-10-12
002	2014-01-01	DEBRA SCHROEDER
002	2013-01-01	DEBRA SCHROEDER	DEBRA SCHROEDER	2014-10-16
002	2012-01-01	DEBRA SCHROEDER	DEBRA SCHROEDER	2013-10-15
002	2011-01-01	DEBRA SCHROEDER	DEBRA SCHROEDER	2012-10-04
002	2009-01-01	DEBRA SCHROEDER	DEBRA SCHROEDER	2010-10-14

Plan Statistics for BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN

401k plan membership statisitcs for BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN

Measure Date Value
2022: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 145
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 33
Total of all active and inactive participants 2022-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 181
Number of participants with account balances 2022-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 154
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 47
Total of all active and inactive participants 2021-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 202
Number of participants with account balances 2021-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 159
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 38
Total of all active and inactive participants 2020-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 198
Number of participants with account balances 2020-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 152
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 37
Total of all active and inactive participants 2019-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 191
Number of participants with account balances 2019-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 169
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 22
Total of all active and inactive participants 2018-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 195
Number of participants with account balances 2018-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 158
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 16
Total of all active and inactive participants 2017-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 177
Number of participants with account balances 2017-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 168
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 17
Total of all active and inactive participants 2016-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 187
Number of participants with account balances 2016-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 145
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 25
Total of all active and inactive participants 2015-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 170
Number of participants with account balances 2015-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 158
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 22
Total of all active and inactive participants 2014-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 180
Number of participants with account balances 2014-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 159
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 32
Total of all active and inactive participants 2013-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 191
Number of participants with account balances 2013-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 162
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 19
Total of all active and inactive participants 2012-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 181
Number of participants with account balances 2012-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 154
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 16
Total of all active and inactive participants 2011-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 170
Number of participants with account balances 2011-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 164
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 11
Total of all active and inactive participants 2009-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 175
Number of participants with account balances 2009-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	145
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	33
Total of all active and inactive participants	2022-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	181
Number of participants with account balances	2022-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	154
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	47
Total of all active and inactive participants	2021-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	202
Number of participants with account balances	2021-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	159
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	38
Total of all active and inactive participants	2020-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	198
Number of participants with account balances	2020-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	152
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	37
Total of all active and inactive participants	2019-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	191
Number of participants with account balances	2019-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	169
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	22
Total of all active and inactive participants	2018-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	195
Number of participants with account balances	2018-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	158
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	16
Total of all active and inactive participants	2017-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	177
Number of participants with account balances	2017-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	168
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	17
Total of all active and inactive participants	2016-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	187
Number of participants with account balances	2016-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	145
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	25
Total of all active and inactive participants	2015-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	170
Number of participants with account balances	2015-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	158
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	22
Total of all active and inactive participants	2014-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	180
Number of participants with account balances	2014-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	159
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	32
Total of all active and inactive participants	2013-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	191
Number of participants with account balances	2013-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	162
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	19
Total of all active and inactive participants	2012-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	181
Number of participants with account balances	2012-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	154
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	16
Total of all active and inactive participants	2011-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	170
Number of participants with account balances	2011-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	164
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	11
Total of all active and inactive participants	2009-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	175
Number of participants with account balances	2009-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN

Measure	Date	Value
2022 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-379,872
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$234,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$215,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$338,211
Value of total assets at end of year	2022-12-31	$4,356,422
Value of total assets at beginning of year	2022-12-31	$4,970,368
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$18,691
Total interest from all sources	2022-12-31	$228
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$37,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$37,123
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$221,485
Participant contributions at end of year	2022-12-31	$4,399
Participant contributions at beginning of year	2022-12-31	$6,255
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,924
Administrative expenses (other) incurred	2022-12-31	$18,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-613,946
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,356,422
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,970,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,268,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,441,401
Interest on participant loans	2022-12-31	$228
Value of interest in common/collective trusts at end of year	2022-12-31	$3,083,486
Value of interest in common/collective trusts at beginning of year	2022-12-31	$3,522,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-271,810
Net investment gain or loss from common/collective trusts	2022-12-31	$-483,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$114,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$215,383
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	RYUN, GIVENS & COMPANY, P.C.
Accountancy firm EIN	2022-12-31	871438555
2021 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$2,915
Total income from all sources (including contributions)	2021-12-31	$1,266,924
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$382,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$359,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$705,315
Value of total assets at end of year	2021-12-31	$4,970,368
Value of total assets at beginning of year	2021-12-31	$4,088,467
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$22,970
Total interest from all sources	2021-12-31	$240
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$52,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$52,817
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$248,534
Participant contributions at end of year	2021-12-31	$6,255
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$325,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$2,915
Administrative expenses (other) incurred	2021-12-31	$22,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$884,816
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,970,368
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,085,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,441,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$914,433
Interest on participant loans	2021-12-31	$240
Value of interest in common/collective trusts at end of year	2021-12-31	$3,522,712
Value of interest in common/collective trusts at beginning of year	2021-12-31	$3,173,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$110,208
Net investment gain or loss from common/collective trusts	2021-12-31	$398,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$131,448
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$359,138
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	RYUN, GIVENS & COMPANY, P.C.
Accountancy firm EIN	2021-12-31	871438555
2020 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$2,915
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$2,701
Total income from all sources (including contributions)	2020-12-31	$804,834
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$333,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$300,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$389,870
Value of total assets at end of year	2020-12-31	$4,088,467
Value of total assets at beginning of year	2020-12-31	$3,617,227
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$33,772
Total interest from all sources	2020-12-31	$57
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$27,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$27,637
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$400,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$260,129
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$2,180
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$806
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$2,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$2,701
Administrative expenses (other) incurred	2020-12-31	$33,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$471,026
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,085,552
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,614,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$914,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$779,704
Interest on participant loans	2020-12-31	$57
Value of interest in common/collective trusts at end of year	2020-12-31	$3,173,922
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,835,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$80,327
Net investment gain or loss from common/collective trusts	2020-12-31	$306,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$128,935
Employer contributions (assets) at end of year	2020-12-31	$112
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$300,036
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	RYUN, GIVENS & COMPANY, P.C.
Accountancy firm EIN	2020-12-31	871438555
2019 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,701
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$909,612
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$245,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$212,435
Value of total corrective distributions	2019-12-31	$5
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$351,423
Value of total assets at end of year	2019-12-31	$3,617,227
Value of total assets at beginning of year	2019-12-31	$2,949,993
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$32,639
Total interest from all sources	2019-12-31	$336
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$26,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$26,403
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$350,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$210,353
Participant contributions at end of year	2019-12-31	$2,180
Participant contributions at beginning of year	2019-12-31	$11,772
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$29,195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$2,701
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$32,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$664,533
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,614,526
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,949,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$779,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$767,612
Interest on participant loans	2019-12-31	$336
Value of interest in common/collective trusts at end of year	2019-12-31	$2,835,343
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,170,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$127,333
Net investment gain or loss from common/collective trusts	2019-12-31	$404,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$111,875
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$212,435
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RYUN, GIVENS AND COMPANY PLC
Accountancy firm EIN	2019-12-31	420732909
2018 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$138,873
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$322,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$292,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$332,105
Value of total assets at end of year	2018-12-31	$2,949,993
Value of total assets at beginning of year	2018-12-31	$3,133,641
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$30,147
Total interest from all sources	2018-12-31	$793
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$37,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$37,450
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$350,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$190,399
Participant contributions at end of year	2018-12-31	$11,772
Participant contributions at beginning of year	2018-12-31	$36,161
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$40,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$30,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-183,648
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,949,993
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,133,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$767,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$599,882
Interest on participant loans	2018-12-31	$793
Value of interest in common/collective trusts at end of year	2018-12-31	$2,170,609
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,497,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-80,412
Net investment gain or loss from common/collective trusts	2018-12-31	$-151,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$101,089
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$292,374
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	RYUN, GIVENS AND COMPANY PLC
Accountancy firm EIN	2018-12-31	420732909
2017 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$675,848
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$170,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$142,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$342,716
Value of total assets at end of year	2017-12-31	$3,133,641
Value of total assets at beginning of year	2017-12-31	$2,628,499
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$28,466
Total interest from all sources	2017-12-31	$985
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$25,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$25,484
Administrative expenses professional fees incurred	2017-12-31	$28,466
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$300,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$179,286
Participant contributions at end of year	2017-12-31	$36,161
Participant contributions at beginning of year	2017-12-31	$17,726
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$64,089
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$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	2017-12-31	No
Value of net income/loss	2017-12-31	$505,142
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,133,641
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,628,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$599,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$561,767
Interest on participant loans	2017-12-31	$985
Income. Interest from loans (other than to participants)	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$2,497,598
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,049,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$46,985
Net investment gain or loss from common/collective trusts	2017-12-31	$259,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$99,341
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$142,240
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	RYUN, GIVENS AND COMPANY PLC
Accountancy firm EIN	2017-12-31	420732909
2016 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) 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	$370,625
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$336,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$309,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$253,557
Value of total assets at end of year	2016-12-31	$2,628,499
Value of total assets at beginning of year	2016-12-31	$2,594,391
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$26,886
Total interest from all sources	2016-12-31	$933
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$15,136
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	$15,136
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$300,000
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	$164,588
Participant contributions at end of year	2016-12-31	$17,726
Participant contributions at beginning of year	2016-12-31	$27,986
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$247
Administrative expenses (other) incurred	2016-12-31	$26,886
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	$34,108
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,628,499
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,594,391
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	$561,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,658,547
Interest on participant loans	2016-12-31	$933
Value of interest in common/collective trusts at end of year	2016-12-31	$2,049,006
Value of interest in common/collective trusts at beginning of year	2016-12-31	$906,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$26,783
Net investment gain or loss from common/collective trusts	2016-12-31	$74,216
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	$88,722
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$1,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$309,631
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	RYUN, GIVENS AND COMPANY PLC
Accountancy firm EIN	2016-12-31	420732909
2015 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$211,300
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$221,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$186,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$250,742
Value of total assets at end of year	2015-12-31	$2,594,391
Value of total assets at beginning of year	2015-12-31	$2,604,311
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$34,413
Total interest from all sources	2015-12-31	$1,208
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$94,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$94,431
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$300,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$148,440
Participant contributions at end of year	2015-12-31	$27,986
Participant contributions at beginning of year	2015-12-31	$33,354
Participant contributions at end of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$21,110
Administrative expenses (other) incurred	2015-12-31	$34,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-9,920
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,594,391
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,604,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,658,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,694,825
Interest on participant loans	2015-12-31	$1,208
Value of interest in common/collective trusts at end of year	2015-12-31	$906,357
Value of interest in common/collective trusts at beginning of year	2015-12-31	$876,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-136,503
Net investment gain or loss from common/collective trusts	2015-12-31	$1,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$81,192
Employer contributions (assets) at end of year	2015-12-31	$1,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$186,807
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	RYUN, GIVENS AND COMPANY PLC
Accountancy firm EIN	2015-12-31	420732909
2014 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) 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	$350,058
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$321,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$287,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$227,065
Value of total assets at end of year	2014-12-31	$2,604,311
Value of total assets at beginning of year	2014-12-31	$2,575,926
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$34,280
Total interest from all sources	2014-12-31	$666
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$93,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$93,130
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$300,000
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	$142,651
Participant contributions at end of year	2014-12-31	$33,354
Participant contributions at beginning of year	2014-12-31	$8,197
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$34,280
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	$28,385
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,604,311
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,575,926
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	$1,694,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,684,471
Interest on participant loans	2014-12-31	$666
Value of interest in common/collective trusts at end of year	2014-12-31	$876,132
Value of interest in common/collective trusts at beginning of year	2014-12-31	$883,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-32,615
Net investment gain or loss from common/collective trusts	2014-12-31	$61,812
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	$83,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$287,393
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	RYUN, GIVENS AND COMPANY PLC
Accountancy firm EIN	2014-12-31	420732909
2013 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) 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	$143
Total income from all sources (including contributions)	2013-12-31	$574,579
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$142,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$110,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$229,992
Value of total assets at end of year	2013-12-31	$2,575,926
Value of total assets at beginning of year	2013-12-31	$2,144,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$32,051
Total interest from all sources	2013-12-31	$423
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	$250,000
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	$139,209
Participant contributions at end of year	2013-12-31	$8,197
Participant contributions at beginning of year	2013-12-31	$8,039
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$7,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$143
Administrative expenses (other) incurred	2013-12-31	$32,051
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	$431,998
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,575,926
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,143,928
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	$1,684,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,386,825
Interest on participant loans	2013-12-31	$423
Value of interest in common/collective trusts at end of year	2013-12-31	$883,258
Value of interest in common/collective trusts at beginning of year	2013-12-31	$749,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$244,421
Net investment gain or loss from common/collective trusts	2013-12-31	$99,743
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	No
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	$82,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$110,530
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	RYUN, GIVENS AND COMPANY P.L.C
Accountancy firm EIN	2013-12-31	420732909
2012 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) 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	$143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$728
Total income from all sources (including contributions)	2012-12-31	$435,010
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$63,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$34,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$211,284
Value of total assets at end of year	2012-12-31	$2,144,071
Value of total assets at beginning of year	2012-12-31	$1,772,782
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$29,033
Total interest from all sources	2012-12-31	$485
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	$250,000
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	$131,671
Participant contributions at end of year	2012-12-31	$8,039
Participant contributions at beginning of year	2012-12-31	$14,647
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$54
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$143
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$728
Administrative expenses (other) incurred	2012-12-31	$29,033
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	$371,874
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,143,928
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,772,054
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	$1,386,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,139,894
Interest on participant loans	2012-12-31	$485
Value of interest in common/collective trusts at end of year	2012-12-31	$749,207
Value of interest in common/collective trusts at beginning of year	2012-12-31	$618,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$175,692
Net investment gain or loss from common/collective trusts	2012-12-31	$47,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$79,559
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$34,103
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	RYUN, GIVENS AND COMPANY P.L.C
Accountancy firm EIN	2012-12-31	420732909
2011 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) 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	$728
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$140
Total income from all sources (including contributions)	2011-12-31	$187,121
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$143,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$116,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$209,787
Value of total assets at end of year	2011-12-31	$1,772,782
Value of total assets at beginning of year	2011-12-31	$1,728,975
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$27,177
Total interest from all sources	2011-12-31	$762
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	$200,000
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	$128,514
Participant contributions at end of year	2011-12-31	$14,647
Participant contributions at beginning of year	2011-12-31	$20,924
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$140
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$27,177
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	$43,219
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,772,054
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,728,835
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	$1,139,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$984,168
Interest on participant loans	2011-12-31	$762
Value of interest in common/collective trusts at end of year	2011-12-31	$618,241
Value of interest in common/collective trusts at beginning of year	2011-12-31	$723,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-33,382
Net investment gain or loss from common/collective trusts	2011-12-31	$9,954
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	$81,273
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$116,725
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	RYUN, GIVENS, AND COMPANY P.L.C.
Accountancy firm EIN	2011-12-31	420732909
2010 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$140
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$400,018
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$112,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$87,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$213,793
Value of total assets at end of year	2010-12-31	$1,728,975
Value of total assets at beginning of year	2010-12-31	$1,441,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$25,327
Total interest from all sources	2010-12-31	$822
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$125,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$131,894
Participant contributions at end of year	2010-12-31	$20,924
Participant contributions at beginning of year	2010-12-31	$15,773
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$140
Administrative expenses (other) incurred	2010-12-31	$25,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$287,086
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,728,835
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,441,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$984,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$806,350
Interest on participant loans	2010-12-31	$822
Value of interest in common/collective trusts at end of year	2010-12-31	$723,883
Value of interest in common/collective trusts at beginning of year	2010-12-31	$618,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$129,436
Net investment gain or loss from common/collective trusts	2010-12-31	$55,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$81,899
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$1,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$87,605
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	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	RYUN, GIVENS, AND COMPANY, P.L.C.
Accountancy firm EIN	2010-12-31	420732909
2009 : BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN

2022: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BARTELS LUTHERAN RETIREMENT COMMUNITY 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BARTELS LUTHERAN HOME
Employer identification number (EIN):	420752685
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1950-10-31
Company Identification Number:	054771
Legal Registered Office Address:	1922 5TH AVENUE NW WAVERLY United States of America (USA) 50677