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UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameUNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN
Plan identification number 001

UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

UNITED METHODIST HOME OF ENID, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED METHODIST HOME OF ENID, INC.
Employer identification number (EIN):730724546
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01STEVEN WALKINGSTICK STEVEN WALKINGSTICK2018-10-09
0012016-01-01STEVEN WALKINGSTICK STEVEN WALKINGSTICK2017-10-10
0012015-01-01SCOTT A WEGMILLER SCOTT A WEGMILLER2016-10-13
0012014-01-01SCOTT A WEGMILLER SCOTT A WEGMILLER2015-10-15
0012013-01-01SCOTT A. WEGMILLER2014-10-02 SCOTT A. WEGMILLER2014-10-02
0012012-01-01SCOTT A. WEGMILLER2013-07-23 SCOTT A. WEGMILLER2013-07-23
0012011-01-01SCOTT A. WEGMILLER2012-10-15 SCOTT A. WEGMILLER2012-10-15
0012010-01-01SCOTT A. WEGMILLER2011-10-10

Plan Statistics for UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022: UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01118
Total number of active participants reported on line 7a of the Form 55002022-01-0176
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-018
Total of all active and inactive participants2022-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0188
Number of participants with account balances2022-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01131
Total number of active participants reported on line 7a of the Form 55002021-01-0187
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0120
Total of all active and inactive participants2021-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01108
Number of participants with account balances2021-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01133
Total number of active participants reported on line 7a of the Form 55002020-01-01116
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01127
Number of participants with account balances2020-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01127
Total number of active participants reported on line 7a of the Form 55002019-01-01115
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01122
Number of participants with account balances2019-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01137
Total number of active participants reported on line 7a of the Form 55002018-01-0196
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01118
Number of participants with account balances2018-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01136
Total number of active participants reported on line 7a of the Form 55002017-01-01104
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01128
Number of participants with account balances2017-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01126
Total number of active participants reported on line 7a of the Form 55002016-01-0197
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01107
Number of participants with account balances2016-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0195
Total number of active participants reported on line 7a of the Form 55002015-01-0184
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01113
Number of participants with account balances2015-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01140
Total number of active participants reported on line 7a of the Form 55002014-01-01114
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01115
Number of participants with account balances2014-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012

Financial Data on UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022 : UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-227,851
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$542,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$517,669
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$1,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$267,067
Value of total assets at end of year2022-12-31$2,437,824
Value of total assets at beginning of year2022-12-31$3,208,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,628
Total interest from all sources2022-12-31$1,826
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$35,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$35,827
Administrative expenses professional fees incurred2022-12-31$12,689
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$140,756
Participant contributions at end of year2022-12-31$57,074
Participant contributions at beginning of year2022-12-31$57,949
Participant contributions at end of year2022-12-31$4,404
Other income not declared elsewhere2022-12-31$619
Total non interest bearing cash at end of year2022-12-31$1,355
Total non interest bearing cash at beginning of year2022-12-31$548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-770,258
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,437,824
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,208,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$10,939
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,033,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,885,824
Interest on participant loans2022-12-31$1,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$336,987
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$263,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-533,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$126,311
Employer contributions (assets) at end of year2022-12-31$4,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$517,669
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31B T & CO., P.A.
Accountancy firm EIN2022-12-31481066439
2021 : UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$667,480
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$222,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$202,340
Value of total corrective distributions2021-12-31$2,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$316,009
Value of total assets at end of year2021-12-31$3,208,082
Value of total assets at beginning of year2021-12-31$2,762,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,522
Total interest from all sources2021-12-31$1,728
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$37,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$37,575
Administrative expenses professional fees incurred2021-12-31$8,184
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$200,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$164,344
Participant contributions at end of year2021-12-31$57,949
Participant contributions at beginning of year2021-12-31$20,115
Other income not declared elsewhere2021-12-31$652
Total non interest bearing cash at end of year2021-12-31$548
Total non interest bearing cash at beginning of year2021-12-31$1,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$445,299
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,208,082
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,762,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$9,338
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,885,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,497,828
Interest on participant loans2021-12-31$1,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$263,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$243,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$311,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$151,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$202,340
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31B T & CO., P.A.
Accountancy firm EIN2021-12-31481066439
2020 : UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,006
Total income from all sources (including contributions)2020-12-31$727,101
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$63,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$43,833
Value of total corrective distributions2020-12-31$1,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$332,915
Value of total assets at end of year2020-12-31$2,762,783
Value of total assets at beginning of year2020-12-31$2,102,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,611
Total interest from all sources2020-12-31$1,389
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$32,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$32,795
Administrative expenses professional fees incurred2020-12-31$11,621
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$200,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$175,102
Participant contributions at end of year2020-12-31$20,115
Participant contributions at beginning of year2020-12-31$27,903
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,302
Other income not declared elsewhere2020-12-31$625
Liabilities. Value of operating payables at beginning of year2020-12-31$3,006
Total non interest bearing cash at end of year2020-12-31$1,246
Total non interest bearing cash at beginning of year2020-12-31$1,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$663,707
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,762,783
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,099,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$5,990
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,497,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,834,627
Interest on participant loans2020-12-31$1,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$243,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$236,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$359,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$157,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$43,833
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31B T & CO., P.A.
Accountancy firm EIN2020-12-31481066439
2019 : UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,006
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$603,808
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$263,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$242,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$278,336
Value of total assets at end of year2019-12-31$2,102,082
Value of total assets at beginning of year2019-12-31$1,758,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,104
Total interest from all sources2019-12-31$1,116
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$31,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$31,174
Administrative expenses professional fees incurred2019-12-31$13,893
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$146,596
Participant contributions at end of year2019-12-31$27,903
Participant contributions at beginning of year2019-12-31$21,711
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,302
Other income not declared elsewhere2019-12-31$471
Administrative expenses (other) incurred2019-12-31$24
Liabilities. Value of operating payables at end of year2019-12-31$3,006
Total non interest bearing cash at end of year2019-12-31$1,092
Total non interest bearing cash at beginning of year2019-12-31$418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$340,647
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,099,076
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,758,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$7,187
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,834,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,438,646
Interest on participant loans2019-12-31$1,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$236,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$297,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$292,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$131,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$242,057
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31B T & CO., P.A.
Accountancy firm EIN2019-12-31481066439
2018 : UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$190,460
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$356,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$338,072
Expenses. Certain deemed distributions of participant loans2018-12-31$7,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$267,911
Value of total assets at end of year2018-12-31$1,758,429
Value of total assets at beginning of year2018-12-31$1,924,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,661
Total interest from all sources2018-12-31$1,179
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$33,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$33,821
Administrative expenses professional fees incurred2018-12-31$10,649
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$134,653
Participant contributions at end of year2018-12-31$21,711
Participant contributions at beginning of year2018-12-31$22,586
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$12,138
Other income not declared elsewhere2018-12-31$381
Administrative expenses (other) incurred2018-12-31$19
Total non interest bearing cash at end of year2018-12-31$418
Total non interest bearing cash at beginning of year2018-12-31$10,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-166,394
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,758,429
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,924,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$993
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,438,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,891,996
Interest on participant loans2018-12-31$1,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$297,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-112,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$121,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$338,072
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BERBERICH TRAHAN & CO, P.A.
Accountancy firm EIN2018-12-31481066439
2017 : UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$576,353
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$673,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$661,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$300,787
Value of total assets at end of year2017-12-31$1,924,823
Value of total assets at beginning of year2017-12-31$2,021,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,829
Total interest from all sources2017-12-31$603
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$34,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$34,445
Administrative expenses professional fees incurred2017-12-31$11,829
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$155,612
Participant contributions at end of year2017-12-31$22,586
Participant contributions at beginning of year2017-12-31$15,306
Participant contributions at beginning of year2017-12-31$5,982
Total non interest bearing cash at end of year2017-12-31$10,241
Total non interest bearing cash at beginning of year2017-12-31$212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-96,752
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,924,823
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,021,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,891,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,994,433
Interest on participant loans2017-12-31$603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$240,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$145,175
Employer contributions (assets) at beginning of year2017-12-31$5,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$661,276
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BERBERICH TRAHAN & CO., P.A.
Accountancy firm EIN2017-12-31481066439
2016 : UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$482,703
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$186,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$176,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$347,548
Value of total assets at end of year2016-12-31$2,021,575
Value of total assets at beginning of year2016-12-31$1,725,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,409
Total interest from all sources2016-12-31$439
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$33,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$33,723
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$150,214
Participant contributions at end of year2016-12-31$15,306
Participant contributions at beginning of year2016-12-31$12,243
Participant contributions at end of year2016-12-31$5,982
Participant contributions at beginning of year2016-12-31$5,226
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$55,651
Total non interest bearing cash at end of year2016-12-31$212
Total non interest bearing cash at beginning of year2016-12-31$121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$296,251
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,021,575
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,725,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,994,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,702,822
Interest on participant loans2016-12-31$439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$100,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$141,683
Employer contributions (assets) at end of year2016-12-31$5,642
Employer contributions (assets) at beginning of year2016-12-31$4,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$176,043
Contract administrator fees2016-12-31$10,409
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BERBERICH TRAHAN & CO., P.A.
Accountancy firm EIN2016-12-31481066439
2015 : UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$261,606
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$364,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$348,805
Value of total corrective distributions2015-12-31$1,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$261,791
Value of total assets at end of year2015-12-31$1,725,324
Value of total assets at beginning of year2015-12-31$1,828,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,837
Total interest from all sources2015-12-31$213
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$22,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$22,248
Administrative expenses professional fees incurred2015-12-31$1,622
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$127,585
Participant contributions at end of year2015-12-31$12,243
Participant contributions at beginning of year2015-12-31$4,290
Participant contributions at end of year2015-12-31$5,226
Participant contributions at beginning of year2015-12-31$12,800
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,000
Administrative expenses (other) incurred2015-12-31$76
Total non interest bearing cash at end of year2015-12-31$121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-103,013
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,725,324
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,828,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$10,107
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,702,822
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,642,760
Interest on participant loans2015-12-31$213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$155,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-76,000
Net investment gain/loss from pooled separate accounts2015-12-31$53,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$124,206
Employer contributions (assets) at end of year2015-12-31$4,912
Employer contributions (assets) at beginning of year2015-12-31$12,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$348,805
Contract administrator fees2015-12-31$2,032
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BERBERICH TRAHAN AND CO., P.A.
Accountancy firm EIN2015-12-31481066439
2014 : UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$329,346
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$446,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$422,310
Value of total corrective distributions2014-12-31$2,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$229,705
Value of total assets at end of year2014-12-31$1,828,337
Value of total assets at beginning of year2014-12-31$1,945,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,943
Total interest from all sources2014-12-31$90
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,243
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$116,174
Participant contributions at end of year2014-12-31$4,290
Participant contributions at beginning of year2014-12-31$1,243
Participant contributions at end of year2014-12-31$12,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-117,206
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,828,337
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,945,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$21,943
Value of interest in pooled separate accounts at end of year2014-12-31$1,642,760
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,727,695
Interest on participant loans2014-12-31$90
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$155,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$216,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$94,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$113,531
Employer contributions (assets) at end of year2014-12-31$12,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$422,310
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BERBERICH TRAHAN AND CO., P.A.
Accountancy firm EIN2014-12-31481066439

Form 5500 Responses for UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN

2022: UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED METHODIST HOME OF ENID, INC. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809804
Policy instance 1
Insurance contract or identification number809804
Number of Individuals Covered19
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809804
Policy instance 1
Insurance contract or identification number809804
Number of Individuals Covered23
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809804
Policy instance 1
Insurance contract or identification number809804
Number of Individuals Covered23
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809804
Policy instance 1
Insurance contract or identification number809804
Number of Individuals Covered25
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809804
Policy instance 1
Insurance contract or identification number809804
Number of Individuals Covered25
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 82325-1
Policy instance 1
Insurance contract or identification numberRM 82325-1
Insurance policy start date2015-01-01
Insurance policy end date2015-07-01
Total amount of commissions paid to insurance brokerUSD $7,387
Total amount of fees paid to insurance companyUSD $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 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 $6,856
Insurance broker organization code?3
Insurance broker nameTHOMAS MCCASKILL
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 82325-1
Policy instance 1
Insurance contract or identification numberRM 82325-1
Number of Individuals Covered91
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14,962
Total amount of fees paid to insurance companyUSD $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 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 $1,076
Insurance broker organization code?3
Insurance broker nameJAMES D FRANTZ

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