401k Plan data: THE WESTMINSTER INGLESIDE 401K RETIREMENT PLAN plan

THE WESTMINSTER INGLESIDE 401K RETIREMENT PLAN 401k Plan overview

Plan Name	THE WESTMINSTER INGLESIDE 401K RETIREMENT PLAN
Plan identification number	001

THE WESTMINSTER INGLESIDE 401K RETIREMENT 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

INGLESIDE PRESBYTERIAN RETIREMENT COMMUNITY, INC. has sponsored the creation of one or more 401k plans.

Company Name: INGLESIDE PRESBYTERIAN RETIREMENT COMMUNITY, INC.

Employer identification number (EIN): 530128590

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WESTMINSTER INGLESIDE 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 KEVIN DIUBALDO
001 2014-01-01 JIM HAEGER
001 2013-01-01 YORAM TANAY
001 2012-01-01 YORAM TANAY
001 2011-01-01 YORAM TANAY
001 2009-01-01 YORAM TANAY

Plan id#	Filing Submission Date	Name of Administrator
001	2015-01-01	KEVIN DIUBALDO
001	2014-01-01	JIM HAEGER
001	2013-01-01	YORAM TANAY
001	2012-01-01	YORAM TANAY
001	2011-01-01	YORAM TANAY
001	2009-01-01	YORAM TANAY

Plan Statistics for THE WESTMINSTER INGLESIDE 401K RETIREMENT PLAN

401k plan membership statisitcs for THE WESTMINSTER INGLESIDE 401K RETIREMENT PLAN

Measure Date Value
2015: THE WESTMINSTER INGLESIDE 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 672
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 562
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 105
Total of all active and inactive participants 2015-01-01 667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 667
Number of participants with account balances 2015-01-01 358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 11
2014: THE WESTMINSTER INGLESIDE 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 700
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 589
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 83
Total of all active and inactive participants 2014-01-01 672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 672
Number of participants with account balances 2014-01-01 326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 8
2013: THE WESTMINSTER INGLESIDE 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 669
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 599
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 93
Total of all active and inactive participants 2013-01-01 692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 692
Number of participants with account balances 2013-01-01 362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 18
2012: THE WESTMINSTER INGLESIDE 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 271
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 224
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 34
Total of all active and inactive participants 2012-01-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 258
Number of participants with account balances 2012-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: THE WESTMINSTER INGLESIDE 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 259
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 237
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 34
Total of all active and inactive participants 2011-01-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 271
Number of participants with account balances 2011-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE WESTMINSTER INGLESIDE 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 236
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 50
Total of all active and inactive participants 2009-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 286
Number of participants with account balances 2009-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2015: THE WESTMINSTER INGLESIDE 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	672
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	562
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	105
Total of all active and inactive participants	2015-01-01	667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	667
Number of participants with account balances	2015-01-01	358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	11
2014: THE WESTMINSTER INGLESIDE 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	700
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	589
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	83
Total of all active and inactive participants	2014-01-01	672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	672
Number of participants with account balances	2014-01-01	326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	8
2013: THE WESTMINSTER INGLESIDE 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	669
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	599
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	93
Total of all active and inactive participants	2013-01-01	692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	692
Number of participants with account balances	2013-01-01	362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	18
2012: THE WESTMINSTER INGLESIDE 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	271
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	224
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	34
Total of all active and inactive participants	2012-01-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	258
Number of participants with account balances	2012-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: THE WESTMINSTER INGLESIDE 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	259
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	237
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	34
Total of all active and inactive participants	2011-01-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	271
Number of participants with account balances	2011-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE WESTMINSTER INGLESIDE 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	236
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	50
Total of all active and inactive participants	2009-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	286
Number of participants with account balances	2009-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on THE WESTMINSTER INGLESIDE 401K RETIREMENT PLAN

Measure	Date	Value
2015 : THE WESTMINSTER INGLESIDE 401K RETIREMENT 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	$1,040,012
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$814,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$724,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,100,412
Value of total assets at end of year	2015-12-31	$7,829,347
Value of total assets at beginning of year	2015-12-31	$7,603,779
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$90,431
Total interest from all sources	2015-12-31	$13,724
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$297,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$90,431
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
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	$687,256
Participant contributions at end of year	2015-12-31	$267,856
Participant contributions at beginning of year	2015-12-31	$302,095
Participant contributions at end of year	2015-12-31	$10,800
Participant contributions at beginning of year	2015-12-31	$41,170
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$163,446
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	$225,568
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,829,347
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,603,779
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	$7,547,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,243,116
Interest on participant loans	2015-12-31	$13,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-371,550
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	Yes
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	$249,710
Employer contributions (assets) at end of year	2015-12-31	$3,327
Employer contributions (assets) at beginning of year	2015-12-31	$17,398
Income. Dividends from common stock	2015-12-31	$297,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$724,013
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2015-12-31	390859910
2014 : THE WESTMINSTER INGLESIDE 401K RETIREMENT 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	$1,432,203
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$535,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$486,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$944,980
Value of total assets at end of year	2014-12-31	$7,603,779
Value of total assets at beginning of year	2014-12-31	$6,707,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$48,995
Total interest from all sources	2014-12-31	$12,357
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$48,995
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
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	$594,047
Participant contributions at end of year	2014-12-31	$302,095
Participant contributions at beginning of year	2014-12-31	$286,820
Participant contributions at end of year	2014-12-31	$41,170
Participant contributions at beginning of year	2014-12-31	$28,380
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$116,421
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	$896,667
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,603,779
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,707,112
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	$7,243,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,377,746
Interest on participant loans	2014-12-31	$12,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$474,866
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	Yes
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	$234,512
Employer contributions (assets) at end of year	2014-12-31	$17,398
Employer contributions (assets) at beginning of year	2014-12-31	$14,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$486,541
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2014-12-31	390859910
2013 : THE WESTMINSTER INGLESIDE 401K RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$3,219,063
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	$2,315
Total income from all sources (including contributions)	2013-12-31	$1,882,819
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$627,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$577,417
Expenses. Certain deemed distributions of participant loans	2013-12-31	$13,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$879,210
Value of total assets at end of year	2013-12-31	$6,707,112
Value of total assets at beginning of year	2013-12-31	$2,235,491
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$36,817
Total interest from all sources	2013-12-31	$12,761
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
Administrative expenses professional fees incurred	2013-12-31	$36,817
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
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	$576,615
Participant contributions at end of year	2013-12-31	$286,820
Participant contributions at beginning of year	2013-12-31	$128,265
Participant contributions at end of year	2013-12-31	$28,380
Participant contributions at beginning of year	2013-12-31	$8,279
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$57,589
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	$2,315
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	$1,254,873
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,707,112
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,233,176
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	$6,377,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,093,221
Interest on participant loans	2013-12-31	$12,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$990,848
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	Yes
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	$245,006
Employer contributions (assets) at end of year	2013-12-31	$14,166
Employer contributions (assets) at beginning of year	2013-12-31	$5,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$577,417
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	2013-12-31	Yes
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	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2013-12-31	390859910
2012 : THE WESTMINSTER INGLESIDE 401K RETIREMENT 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	$2,315
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$11
Total income from all sources (including contributions)	2012-12-31	$505,056
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$142,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$107,752
Expenses. Certain deemed distributions of participant loans	2012-12-31	$8,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$339,480
Value of total assets at end of year	2012-12-31	$2,235,491
Value of total assets at beginning of year	2012-12-31	$1,871,026
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$26,535
Total interest from all sources	2012-12-31	$27,084
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
Administrative expenses professional fees incurred	2012-12-31	$26,535
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
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	$209,715
Participant contributions at end of year	2012-12-31	$128,265
Participant contributions at beginning of year	2012-12-31	$91,543
Participant contributions at end of year	2012-12-31	$8,279
Participant contributions at beginning of year	2012-12-31	$14,127
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$6,298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$2,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$11
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	$362,161
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,233,176
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,871,015
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 pooled separate accounts at end of year	2012-12-31	$1,356,853
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,047,028
Interest on participant loans	2012-12-31	$4,332
Interest earned on other investments	2012-12-31	$22,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$736,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$709,676
Net investment gain/loss from pooled separate accounts	2012-12-31	$138,492
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	Yes
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	$123,467
Employer contributions (assets) at end of year	2012-12-31	$5,726
Employer contributions (assets) at beginning of year	2012-12-31	$8,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$107,752
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	2012-12-31	Yes
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	PARENTE BEARD LLC
Accountancy firm EIN	2012-12-31	232932984
2011 : THE WESTMINSTER INGLESIDE 401K RETIREMENT 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	$11
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$903
Total income from all sources (including contributions)	2011-12-31	$329,044
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$213,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$207,557
Expenses. Certain deemed distributions of participant loans	2011-12-31	$1,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$301,611
Value of total assets at end of year	2011-12-31	$1,871,026
Value of total assets at beginning of year	2011-12-31	$1,756,382
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,166
Total interest from all sources	2011-12-31	$25,011
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
Administrative expenses professional fees incurred	2011-12-31	$4,166
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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	$188,486
Participant contributions at end of year	2011-12-31	$91,543
Participant contributions at beginning of year	2011-12-31	$97,868
Participant contributions at end of year	2011-12-31	$14,127
Participant contributions at beginning of year	2011-12-31	$7,957
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$5,291
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$11
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$903
Other income not declared elsewhere	2011-12-31	$778
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	$115,536
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,871,015
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,755,479
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 pooled separate accounts at end of year	2011-12-31	$1,047,028
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$997,432
Interest on participant loans	2011-12-31	$3,976
Interest earned on other investments	2011-12-31	$21,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$709,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$649,379
Net investment gain/loss from pooled separate accounts	2011-12-31	$1,644
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	Yes
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	$107,834
Employer contributions (assets) at end of year	2011-12-31	$8,652
Employer contributions (assets) at beginning of year	2011-12-31	$3,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$207,557
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	PARENTEBEARD LLC
Accountancy firm EIN	2011-12-31	232932984
2010 : THE WESTMINSTER INGLESIDE 401K RETIREMENT 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	$903
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$8,413
Total income from all sources (including contributions)	2010-12-31	$372,008
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$226,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$216,444
Expenses. Certain deemed distributions of participant loans	2010-12-31	$3,771
Value of total corrective distributions	2010-12-31	$762
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$249,509
Value of total assets at end of year	2010-12-31	$1,756,382
Value of total assets at beginning of year	2010-12-31	$1,618,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$5,139
Total interest from all sources	2010-12-31	$25,277
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	$100,000
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	$144,753
Participant contributions at end of year	2010-12-31	$97,868
Participant contributions at beginning of year	2010-12-31	$112,562
Participant contributions at end of year	2010-12-31	$7,957
Participant contributions at beginning of year	2010-12-31	$11,467
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$28,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$8,413
Administrative expenses (other) incurred	2010-12-31	$5,139
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	$145,892
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,755,479
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,609,587
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 pooled separate accounts at end of year	2010-12-31	$997,432
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$779,374
Interest on participant loans	2010-12-31	$4,201
Interest earned on other investments	2010-12-31	$21,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$649,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$711,113
Net investment gain/loss from pooled separate accounts	2010-12-31	$97,222
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	$76,649
Employer contributions (assets) at end of year	2010-12-31	$3,746
Employer contributions (assets) at beginning of year	2010-12-31	$3,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$216,444
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	COUNCILOR,BUCHANAN & MITCHELL,PC
Accountancy firm EIN	2010-12-31	521711839
2009 : THE WESTMINSTER INGLESIDE 401K RETIREMENT 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 THE WESTMINSTER INGLESIDE 401K RETIREMENT PLAN

2015: THE WESTMINSTER INGLESIDE 401K RETIREMENT 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: THE WESTMINSTER INGLESIDE 401K RETIREMENT 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: THE WESTMINSTER INGLESIDE 401K RETIREMENT 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: THE WESTMINSTER INGLESIDE 401K RETIREMENT 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE WESTMINSTER INGLESIDE 401K RETIREMENT 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE WESTMINSTER INGLESIDE 401K RETIREMENT 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

RM 84552-1

Policy instance

Insurance contract or identification number	RM 84552-1
Number of Individuals Covered	132
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

RM 84552-1

Policy instance

Insurance contract or identification number	RM 84552-1
Number of Individuals Covered	271
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

RM 84552-1

Policy instance

Insurance contract or identification number	RM 84552-1
Number of Individuals Covered	259
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,635
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

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Company Name:	INGLESIDE PRESBYTERIAN RETIREMENT COMMUNITY, INC.
Employer identification number (EIN):	530128590
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities