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ARUNDEL LODGE, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameARUNDEL LODGE, INC. PROFIT SHARING PLAN
Plan identification number 001

ARUNDEL LODGE, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ARUNDEL LODGE, INC. has sponsored the creation of one or more 401k plans.

Company Name:ARUNDEL LODGE, INC.
Employer identification number (EIN):510169423
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARUNDEL LODGE, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012019-07-01
0012018-07-01JAMES BUCKEY2020-04-16
0012017-07-01JAMES BUCKEY2019-08-14
0012017-07-01JAMES BUCKEY2019-08-14
0012017-07-01JAMES E. BUCKEY2019-04-11
0012016-07-01
0012016-07-01JAMES E. BUCKEY2018-04-11
0012015-07-01
0012015-07-01
0012014-07-01
0012013-07-01TRINA STROHMAN2015-04-15 MICHAEL DRUMMOND2015-04-15
0012012-07-01TRINA STROHMAN2014-04-14 MICHAEL DRUMMOND2014-04-14
0012011-07-01TRINA STROHMAN2013-04-12 MICHAEL DRUMMOND2013-04-12
0012010-07-01TRINA K. STROHMAN2012-04-13

Plan Statistics for ARUNDEL LODGE, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for ARUNDEL LODGE, INC. PROFIT SHARING PLAN

Measure Date Value
2021: ARUNDEL LODGE, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01176
Total number of active participants reported on line 7a of the Form 55002021-07-01129
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0159
Total of all active and inactive participants2021-07-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01188
Number of participants with account balances2021-07-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: ARUNDEL LODGE, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01111
Total number of active participants reported on line 7a of the Form 55002020-07-01130
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0145
Total of all active and inactive participants2020-07-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01176
Number of participants with account balances2020-07-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0113
2019: ARUNDEL LODGE, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01148
Total number of active participants reported on line 7a of the Form 55002019-07-0185
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0125
Total of all active and inactive participants2019-07-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01111
Number of participants with account balances2019-07-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-011
2018: ARUNDEL LODGE, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01149
Total number of active participants reported on line 7a of the Form 55002018-07-01104
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0144
Total of all active and inactive participants2018-07-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01148
Number of participants with account balances2018-07-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: ARUNDEL LODGE, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01140
Total number of active participants reported on line 7a of the Form 55002017-07-0193
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0147
Total of all active and inactive participants2017-07-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01140
Number of participants with account balances2017-07-0187
2016: ARUNDEL LODGE, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01129
Total number of active participants reported on line 7a of the Form 55002016-07-0191
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0135
Total of all active and inactive participants2016-07-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01126
Number of participants with account balances2016-07-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012
2015: ARUNDEL LODGE, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01125
Total number of active participants reported on line 7a of the Form 55002015-07-0187
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0128
Total of all active and inactive participants2015-07-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01115
Number of participants with account balances2015-07-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-015

Financial Data on ARUNDEL LODGE, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : ARUNDEL LODGE, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$7,899
Total income from all sources (including contributions)2022-06-30$-77,896
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$59,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$58,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$335,410
Value of total assets at end of year2022-06-30$2,246,431
Value of total assets at beginning of year2022-06-30$2,391,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$808
Total interest from all sources2022-06-30$374
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$250,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$241,600
Participant contributions at end of year2022-06-30$35,889
Participant contributions at beginning of year2022-06-30$7,342
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$93,810
Administrative expenses (other) incurred2022-06-30$808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-137,143
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,246,431
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,383,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$2,197,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$2,371,180
Interest on participant loans2022-06-30$320
Interest earned on other investments2022-06-30$54
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$12,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$12,951
Net investment gain/loss from pooled separate accounts2022-06-30$-413,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$58,439
Liabilities. Value of benefit claims payable at end of year2022-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$7,899
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30MULLEN SONDBERG WIMBISH & STONE
Accountancy firm EIN2022-06-30521197902
2021 : ARUNDEL LODGE, INC. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$7,899
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$769,363
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$25,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$24,437
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$235,279
Value of total assets at end of year2021-06-30$2,391,473
Value of total assets at beginning of year2021-06-30$1,639,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$862
Total interest from all sources2021-06-30$780
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$250,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$179,458
Participant contributions at end of year2021-06-30$7,342
Participant contributions at beginning of year2021-06-30$14,088
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$55,821
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$744,064
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,383,574
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,639,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,371,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,613,014
Interest on participant loans2021-06-30$780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$12,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$12,408
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$533,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$24,437
Liabilities. Value of benefit claims payable at end of year2021-06-30$7,899
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$0
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30MULLEN SONDBERG WIMBISH & STONE
Accountancy firm EIN2021-06-30521197902
2020 : ARUNDEL LODGE, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,099,418
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$200,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$200,396
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$780,093
Value of total assets at end of year2020-06-30$1,625,423
Value of total assets at beginning of year2020-06-30$726,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$257
Total interest from all sources2020-06-30$32
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$250,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$49,115
Participant contributions at end of year2020-06-30$14,088
Participant contributions at beginning of year2020-06-30$22,639
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$733,018
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$898,765
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,625,423
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$726,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,613,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$0
Value of interest in pooled separate accounts at end of year2020-06-30$0
Value of interest in pooled separate accounts at beginning of year2020-06-30$667,693
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$32
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$12,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$36,326
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$319,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$-2,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$200,396
Contract administrator fees2020-06-30$5,842
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MULLEN SONDBERG WIMBISH & STONE
Accountancy firm EIN2020-06-30521197902
2019 : ARUNDEL LODGE, INC. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$55,230
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$19,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$12,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$0
Value of total assets at end of year2019-06-30$726,658
Value of total assets at beginning of year2019-06-30$691,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$6,976
Total interest from all sources2019-06-30$1,430
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$250,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Participant contributions at end of year2019-06-30$22,639
Participant contributions at beginning of year2019-06-30$33,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$35,347
Value of net assets at end of year (total assets less liabilities)2019-06-30$726,658
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$691,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$667,693
Value of interest in pooled separate accounts at beginning of year2019-06-30$625,058
Interest on participant loans2019-06-30$1,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$36,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$33,024
Net investment gain or loss from common/collective trusts2019-06-30$53,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$12,907
Contract administrator fees2019-06-30$6,976
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MULLEN SONDBERG WIMBISH & STONE, PA
Accountancy firm EIN2019-06-30521197902
2018 : ARUNDEL LODGE, INC. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$67,229
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$100,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$85,098
Expenses. Certain deemed distributions of participant loans2018-06-30$7,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$0
Value of total assets at end of year2018-06-30$683,841
Value of total assets at beginning of year2018-06-30$716,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$7,544
Total interest from all sources2018-06-30$1,178
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$250,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Participant contributions at end of year2018-06-30$33,229
Participant contributions at beginning of year2018-06-30$24,583
Assets. Loans (other than to participants) at end of year2018-06-30$33,229
Assets. Loans (other than to participants) at beginning of year2018-06-30$24,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-32,880
Value of net assets at end of year (total assets less liabilities)2018-06-30$683,841
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$716,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$7,544
Value of interest in pooled separate accounts at end of year2018-06-30$617,588
Value of interest in pooled separate accounts at beginning of year2018-06-30$658,600
Interest on participant loans2018-06-30$1,178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$33,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$33,538
Net investment gain/loss from pooled separate accounts2018-06-30$66,054
Net investment gain or loss from common/collective trusts2018-06-30$66,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$85,098
Contract administrator fees2018-06-30$7,544
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MULLEN SONDBERG WIMBISH & STONE, PA
Accountancy firm EIN2018-06-30521197902
2017 : ARUNDEL LODGE, INC. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$87,079
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$117,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$110,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$0
Value of total assets at end of year2017-06-30$716,721
Value of total assets at beginning of year2017-06-30$747,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$7,250
Total interest from all sources2017-06-30$1,200
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$7,250
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$250,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Assets. Loans (other than to participants) at end of year2017-06-30$24,583
Assets. Loans (other than to participants) at beginning of year2017-06-30$20,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-30,389
Value of net assets at end of year (total assets less liabilities)2017-06-30$716,721
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$747,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$658,600
Value of interest in pooled separate accounts at beginning of year2017-06-30$606,098
Interest on participant loans2017-06-30$1,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$33,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$32,538
Net investment gain/loss from pooled separate accounts2017-06-30$85,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$87,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$110,218
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MULLEN SONDBERG WIMBISH & STONE, PA
Accountancy firm EIN2017-06-30521197902
2016 : ARUNDEL LODGE, INC. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$-9,091
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$83,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$76,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$0
Value of total assets at end of year2016-06-30$738,120
Value of total assets at beginning of year2016-06-30$830,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$7,537
Total interest from all sources2016-06-30$808
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$7,537
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$73,812
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Loans (other than to participants) at end of year2016-06-30$20,566
Assets. Loans (other than to participants) at beginning of year2016-06-30$21,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-92,823
Value of net assets at end of year (total assets less liabilities)2016-06-30$738,120
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$830,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$606,098
Value of interest in pooled separate accounts at beginning of year2016-06-30$689,927
Interest on participant loans2016-06-30$808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$32,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$31,421
Net investment gain/loss from pooled separate accounts2016-06-30$-9,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Employer contributions (assets) at end of year2016-06-30$78,918
Employer contributions (assets) at beginning of year2016-06-30$87,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$76,195
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MULLEN SONDBERG WIMBISH & STONE, PA
Accountancy firm EIN2016-06-30521197902

Form 5500 Responses for ARUNDEL LODGE, INC. PROFIT SHARING PLAN

2021: ARUNDEL LODGE, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: ARUNDEL LODGE, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: ARUNDEL LODGE, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: ARUNDEL LODGE, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: ARUNDEL LODGE, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedYes
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 – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: ARUNDEL LODGE, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
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 – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: ARUNDEL LODGE, INC. PROFIT SHARING PLAN 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 – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number060177I
Policy instance 1
Insurance contract or identification number060177I
Number of Individuals Covered188
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,027
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4027
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number060177I
Policy instance 1
Insurance contract or identification number060177I
Number of Individuals Covered176
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number060177I
Policy instance 1
Insurance contract or identification number060177I
Number of Individuals Covered111
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 81135 - 1
Policy instance 1
Insurance contract or identification numberRM 81135 - 1
Number of Individuals Covered104
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $1,538
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,538
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 81135 - 1
Policy instance 1
Insurance contract or identification numberRM 81135 - 1
Number of Individuals Covered93
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $1,665
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 81135 - 1
Policy instance 1
Insurance contract or identification numberRM 81135 - 1
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $1,954
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,646
Insurance broker organization code?3
Insurance broker nameERIC METZMAN

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