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SACRED HEART ASSISTED LIVING 401K 401k Plan overview

Plan NameSACRED HEART ASSISTED LIVING 401K
Plan identification number 001

SACRED HEART ASSISTED LIVING 401K Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

SACRED HEART ASSISTED LIVING, INC. has sponsored the creation of one or more 401k plans.

Company Name:SACRED HEART ASSISTED LIVING, INC.
Employer identification number (EIN):472363531
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about SACRED HEART ASSISTED LIVING, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2014-11-10
Company Identification Number: C3726453
Legal Registered Office Address: 76 Trumpet Vine Street

Ladera Ranch
United States of America (USA)
92694

More information about SACRED HEART ASSISTED LIVING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SACRED HEART ASSISTED LIVING 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-07-01
0012016-07-01BRUCE SMERKER
0012015-07-01BRUCE SMERKER
0012014-11-21BRUCE SMERKER

Plan Statistics for SACRED HEART ASSISTED LIVING 401K

401k plan membership statisitcs for SACRED HEART ASSISTED LIVING 401K

Measure Date Value
2017: SACRED HEART ASSISTED LIVING 401K 2017 401k membership
Total participants, beginning-of-year2017-07-012
Total number of active participants reported on line 7a of the Form 55002017-07-012
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-012
Number of participants with account balances2017-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: SACRED HEART ASSISTED LIVING 401K 2016 401k membership
Total participants, beginning-of-year2016-07-012
Total number of active participants reported on line 7a of the Form 55002016-07-012
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-012
Number of participants with account balances2016-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: SACRED HEART ASSISTED LIVING 401K 2015 401k membership
Total participants, beginning-of-year2015-07-012
Total number of active participants reported on line 7a of the Form 55002015-07-012
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-012
Number of participants with account balances2015-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: SACRED HEART ASSISTED LIVING 401K 2014 401k membership
Total participants, beginning-of-year2014-11-212
Total number of active participants reported on line 7a of the Form 55002014-11-212
Number of retired or separated participants receiving benefits2014-11-210
Number of other retired or separated participants entitled to future benefits2014-11-210
Total of all active and inactive participants2014-11-212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-210
Total participants2014-11-212
Number of participants with account balances2014-11-212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-210

Financial Data on SACRED HEART ASSISTED LIVING 401K

Measure Date Value
2017 : SACRED HEART ASSISTED LIVING 401K 2017 401k financial data
Transfers to/from the plan2017-06-30$0
Total plan liabilities at end of year2017-06-30$0
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$-14,798
Expenses. Total of all expenses incurred2017-06-30$0
Benefits paid (including direct rollovers)2017-06-30$0
Total plan assets at end of year2017-06-30$172,410
Total plan assets at beginning of year2017-06-30$187,208
Total contributions received or receivable from participants2017-06-30$0
Expenses. Other expenses not covered elsewhere2017-06-30$0
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$-14,798
Noncash contributions received2017-06-30$0
Net income (gross income less expenses)2017-06-30$-14,798
Net plan assets at end of year (total assets less liabilities)2017-06-30$172,410
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$187,208
Assets. Value of employer securities2017-06-30$167,374
Total contributions received or receivable from employer(s)2017-06-30$0
Value of certain deemed distributions of participant loans2017-06-30$0
Value of corrective distributions2017-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$0
2016 : SACRED HEART ASSISTED LIVING 401K 2016 401k financial data
Transfers to/from the plan2016-06-30$0
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$51,670
Expenses. Total of all expenses incurred2016-06-30$0
Benefits paid (including direct rollovers)2016-06-30$0
Total plan assets at end of year2016-06-30$187,208
Total plan assets at beginning of year2016-06-30$135,538
Total contributions received or receivable from participants2016-06-30$0
Expenses. Other expenses not covered elsewhere2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$51,670
Noncash contributions received2016-06-30$0
Net income (gross income less expenses)2016-06-30$51,670
Net plan assets at end of year (total assets less liabilities)2016-06-30$187,208
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$135,538
Assets. Value of employer securities2016-06-30$182,181
Total contributions received or receivable from employer(s)2016-06-30$0
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$0
2015 : SACRED HEART ASSISTED LIVING 401K 2015 401k financial data
Transfers to/from the plan2015-06-30$0
Total plan liabilities at end of year2015-06-30$0
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$135,538
Expenses. Total of all expenses incurred2015-06-30$0
Benefits paid (including direct rollovers)2015-06-30$0
Total plan assets at end of year2015-06-30$135,538
Total plan assets at beginning of year2015-06-30$0
Total contributions received or receivable from participants2015-06-30$0
Expenses. Other expenses not covered elsewhere2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$220,783
Other income received2015-06-30$-85,245
Noncash contributions received2015-06-30$0
Net income (gross income less expenses)2015-06-30$135,538
Net plan assets at end of year (total assets less liabilities)2015-06-30$135,538
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$0
Assets. Value of employer securities2015-06-30$130,785
Total contributions received or receivable from employer(s)2015-06-30$0
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$0

Form 5500 Responses for SACRED HEART ASSISTED LIVING 401K

2017: SACRED HEART ASSISTED LIVING 401K 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SACRED HEART ASSISTED LIVING 401K 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SACRED HEART ASSISTED LIVING 401K 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SACRED HEART ASSISTED LIVING 401K 2014 form 5500 responses
2014-11-21Type of plan entitySingle employer plan
2014-11-21First time form 5500 has been submittedYes
2014-11-21Submission has been amendedNo
2014-11-21This submission is the final filingNo
2014-11-21This return/report is a short plan year return/report (less than 12 months)Yes
2014-11-21Plan is a collectively bargained planNo
2014-11-21Plan funding arrangement – TrustYes
2014-11-21Plan benefit arrangement - TrustYes

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