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RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 401k Plan overview

Plan NameRECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN
Plan identification number 001

RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN Benefits

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

RECREATION CENTERS OF SUN CITY WEST has sponsored the creation of one or more 401k plans.

Company Name:RECREATION CENTERS OF SUN CITY WEST
Employer identification number (EIN):860374506
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHAWN T. PARKER, CPC, QPA, ERPA2024-07-09
0012022-01-01SHAWN T. PARKER, CPC, QPA, ERPA2023-06-20
0012021-01-01SHAWN T. PARKER, CPC, QPA, ERPA2022-06-01
0012020-01-01SHAWN T. PARKER, CPC, QPA, ERPA2021-08-10
0012019-01-01ALAN GOLD, CPA2020-06-10
0012018-01-01ALAN GOLD, CPA2019-08-05
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0012013-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0012012-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0012011-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0012010-01-01ALAN GOLD, CPA
0012009-01-01ALAN GOLD, CPA

Plan Statistics for RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN

401k plan membership statisitcs for RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN

Measure Date Value
2023: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01208
Total number of active participants reported on line 7a of the Form 55002023-01-01203
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0121
Total of all active and inactive participants2023-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01224
Number of participants with account balances2023-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0130
2022: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01205
Total number of active participants reported on line 7a of the Form 55002022-01-01182
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01194
Number of participants with account balances2022-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01198
Total number of active participants reported on line 7a of the Form 55002021-01-01172
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01191
Number of participants with account balances2021-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01196
Total number of active participants reported on line 7a of the Form 55002020-01-01178
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01194
Number of participants with account balances2020-01-01186
2019: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01210
Total number of active participants reported on line 7a of the Form 55002019-01-01181
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01194
Number of participants with account balances2019-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01193
Total number of active participants reported on line 7a of the Form 55002018-01-01192
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01209
Number of participants with account balances2018-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01203
Total number of active participants reported on line 7a of the Form 55002017-01-01180
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01191
Number of participants with account balances2017-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01201
Total number of active participants reported on line 7a of the Form 55002016-01-01183
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01200
Number of participants with account balances2016-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01195
Total number of active participants reported on line 7a of the Form 55002015-01-01188
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01201
Number of participants with account balances2015-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01187
Total number of active participants reported on line 7a of the Form 55002014-01-01160
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01174
Number of participants with account balances2014-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01178
Total number of active participants reported on line 7a of the Form 55002013-01-01173
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01188
Number of participants with account balances2013-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01188
Total number of active participants reported on line 7a of the Form 55002012-01-01168
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01176
Number of participants with account balances2012-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01190
Total number of active participants reported on line 7a of the Form 55002011-01-01173
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01182
Number of participants with account balances2011-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01193
Total number of active participants reported on line 7a of the Form 55002010-01-01176
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0114
Total of all active and inactive participants2010-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01190
Number of participants with account balances2010-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01169
Total number of active participants reported on line 7a of the Form 55002009-01-01175
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01193
Number of participants with account balances2009-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN

Measure Date Value
2023 : RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,770,137
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,261,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,196,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,133,963
Value of total assets at end of year2023-12-31$12,438,179
Value of total assets at beginning of year2023-12-31$10,929,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$64,967
Total interest from all sources2023-12-31$20,768
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$288,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$288,693
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$648,993
Participant contributions at end of year2023-12-31$360,417
Participant contributions at beginning of year2023-12-31$328,192
Assets. Other investments not covered elsewhere at end of year2023-12-31$1,809,987
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$1,930,125
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$12,955
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,508,472
Value of net assets at end of year (total assets less liabilities)2023-12-31$12,438,179
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$10,929,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$64,967
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$9,918,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$8,310,371
Value of interest in pooled separate accounts at end of year2023-12-31$97,225
Value of interest in pooled separate accounts at beginning of year2023-12-31$125,218
Interest on participant loans2023-12-31$20,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,326,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$472,015
Employer contributions (assets) at end of year2023-12-31$252,216
Employer contributions (assets) at beginning of year2023-12-31$235,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,196,698
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-675,744
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,848,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,792,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,008,721
Value of total assets at end of year2022-12-31$10,929,707
Value of total assets at beginning of year2022-12-31$13,453,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$55,243
Total interest from all sources2022-12-31$15,316
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$200,505
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$200,505
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$576,778
Participant contributions at end of year2022-12-31$328,192
Participant contributions at beginning of year2022-12-31$389,653
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$11,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,523,813
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,929,707
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,453,520
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$55,243
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,310,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,823,185
Value of interest in pooled separate accounts at end of year2022-12-31$125,218
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$15,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,930,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,900,286
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$419,956
Employer contributions (assets) at end of year2022-12-31$235,376
Employer contributions (assets) at beginning of year2022-12-31$240,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,792,826
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT 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$2,893,470
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$897,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$861,820
Expenses. Certain deemed distributions of participant loans2021-12-31$16,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,057,119
Value of total assets at end of year2021-12-31$13,453,520
Value of total assets at beginning of year2021-12-31$11,457,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,306
Total interest from all sources2021-12-31$19,589
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$693,543
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$693,543
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$538,368
Participant contributions at end of year2021-12-31$389,653
Participant contributions at beginning of year2021-12-31$449,892
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$97,012
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$1,996,356
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,453,520
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,457,164
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,823,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,758,599
Interest on participant loans2021-12-31$19,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,123,219
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$421,739
Employer contributions (assets) at end of year2021-12-31$240,682
Employer contributions (assets) at beginning of year2021-12-31$248,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$861,820
Contract administrator fees2021-12-31$18,306
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT 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$0
Total income from all sources (including contributions)2020-12-31$2,505,314
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,318,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,301,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$985,902
Value of total assets at end of year2020-12-31$11,457,164
Value of total assets at beginning of year2020-12-31$10,269,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,465
Total interest from all sources2020-12-31$24,754
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$357,404
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$357,404
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$547,658
Participant contributions at end of year2020-12-31$449,892
Participant contributions at beginning of year2020-12-31$421,642
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,061
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$1,187,201
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,457,164
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,269,963
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,758,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,628,376
Interest on participant loans2020-12-31$24,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,137,254
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$432,183
Employer contributions (assets) at end of year2020-12-31$248,673
Employer contributions (assets) at beginning of year2020-12-31$219,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,301,648
Contract administrator fees2020-12-31$16,465
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2020-12-31410746749
2019 : RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT 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$0
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$2,551,676
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$681,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$667,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$890,446
Value of total assets at end of year2019-12-31$10,269,963
Value of total assets at beginning of year2019-12-31$8,399,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,865
Total interest from all sources2019-12-31$19,194
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$428,285
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$428,285
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$494,554
Participant contributions at end of year2019-12-31$421,642
Participant contributions at beginning of year2019-12-31$361,728
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$13,528
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$1,870,377
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,269,963
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,399,586
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,628,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,847,431
Interest on participant loans2019-12-31$19,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,213,751
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$382,364
Employer contributions (assets) at end of year2019-12-31$219,945
Employer contributions (assets) at beginning of year2019-12-31$190,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$667,434
Contract administrator fees2019-12-31$13,865
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 name2019-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2019-12-31410746749
2018 : RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT 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$419,516
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$826,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$814,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$788,876
Value of total assets at end of year2018-12-31$8,399,586
Value of total assets at beginning of year2018-12-31$8,806,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,707
Total interest from all sources2018-12-31$13,010
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$536,532
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$536,532
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$427,405
Participant contributions at end of year2018-12-31$361,728
Participant contributions at beginning of year2018-12-31$286,491
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$17,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-406,659
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,399,586
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,806,245
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,847,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,307,322
Interest on participant loans2018-12-31$13,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-918,902
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$343,920
Employer contributions (assets) at end of year2018-12-31$190,427
Employer contributions (assets) at beginning of year2018-12-31$212,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$814,468
Contract administrator fees2018-12-31$11,707
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 name2018-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2018-12-31410746749
2017 : RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT 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$1,921,444
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,458,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,443,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$746,197
Value of total assets at end of year2017-12-31$8,806,245
Value of total assets at beginning of year2017-12-31$8,343,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,656
Total interest from all sources2017-12-31$11,503
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$393,719
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$393,719
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$396,880
Participant contributions at end of year2017-12-31$286,491
Participant contributions at beginning of year2017-12-31$303,916
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$463,111
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,806,245
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,343,134
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$8,307,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,830,710
Interest on participant loans2017-12-31$11,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$770,025
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$349,317
Employer contributions (assets) at end of year2017-12-31$212,432
Employer contributions (assets) at beginning of year2017-12-31$208,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,443,677
Contract administrator fees2017-12-31$14,656
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 name2017-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT 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$1,435,421
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$450,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$444,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$929,074
Value of total assets at end of year2016-12-31$8,343,134
Value of total assets at beginning of year2016-12-31$7,358,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,420
Total interest from all sources2016-12-31$12,972
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$271,361
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$271,361
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$408,886
Participant contributions at end of year2016-12-31$303,916
Participant contributions at beginning of year2016-12-31$331,236
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$184,416
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$984,498
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,343,134
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,358,636
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$7,830,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,824,641
Interest on participant loans2016-12-31$12,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$222,014
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$335,772
Employer contributions (assets) at end of year2016-12-31$208,508
Employer contributions (assets) at beginning of year2016-12-31$202,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$444,503
Contract administrator fees2016-12-31$6,420
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 name2016-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT 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$832,827
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$957,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$940,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$754,619
Value of total assets at end of year2015-12-31$7,358,636
Value of total assets at beginning of year2015-12-31$7,483,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,769
Total interest from all sources2015-12-31$13,149
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$339,247
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$339,247
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$388,527
Participant contributions at end of year2015-12-31$331,236
Participant contributions at beginning of year2015-12-31$266,708
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$27,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-124,511
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,358,636
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,483,147
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,824,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,023,252
Interest on participant loans2015-12-31$13,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-274,188
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$338,654
Employer contributions (assets) at end of year2015-12-31$202,759
Employer contributions (assets) at beginning of year2015-12-31$193,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$940,569
Contract administrator fees2015-12-31$16,769
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 name2015-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT 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$1,159,601
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$840,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$829,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$703,624
Value of total assets at end of year2014-12-31$7,483,147
Value of total assets at beginning of year2014-12-31$7,163,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,833
Total interest from all sources2014-12-31$12,333
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$376,349
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$376,349
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$379,698
Participant contributions at end of year2014-12-31$266,708
Participant contributions at beginning of year2014-12-31$307,521
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,657
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$29
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$319,322
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,483,147
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,163,825
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,023,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,673,988
Income. Interest from loans (other than to participants)2014-12-31$12,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$67,295
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$316,269
Employer contributions (assets) at end of year2014-12-31$193,187
Employer contributions (assets) at beginning of year2014-12-31$182,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$829,417
Contract administrator fees2014-12-31$10,833
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 name2014-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2014-12-31410746749
2013 : RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,668,479
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$269,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$263,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$640,991
Value of total assets at end of year2013-12-31$7,163,825
Value of total assets at beginning of year2013-12-31$5,764,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,655
Total interest from all sources2013-12-31$12,603
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$215,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$215,714
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$353,334
Participant contributions at end of year2013-12-31$307,521
Participant contributions at beginning of year2013-12-31$219,496
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,399,249
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,163,825
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,764,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,673,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,366,352
Income. Interest from loans (other than to participants)2013-12-31$12,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$799,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$287,657
Employer contributions (assets) at end of year2013-12-31$182,316
Employer contributions (assets) at beginning of year2013-12-31$178,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$262,842
Contract administrator fees2013-12-31$5,655
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2013-12-31410746749
2012 : RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,216,524
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$508,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$494,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$637,139
Value of total assets at end of year2012-12-31$5,764,576
Value of total assets at beginning of year2012-12-31$5,056,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,829
Total interest from all sources2012-12-31$10,994
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$106,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$106,739
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$355,387
Participant contributions at end of year2012-12-31$219,496
Participant contributions at beginning of year2012-12-31$249,030
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$708,490
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,764,576
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,056,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,366,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,630,139
Interest on participant loans2012-12-31$10,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$461,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$281,539
Employer contributions (assets) at end of year2012-12-31$178,728
Employer contributions (assets) at beginning of year2012-12-31$176,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$494,205
Contract administrator fees2012-12-31$13,829
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2012-12-31410746749
2011 : RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$674,785
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$430,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$428,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$643,478
Value of total assets at end of year2011-12-31$5,056,086
Value of total assets at beginning of year2011-12-31$4,811,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,040
Total interest from all sources2011-12-31$12,186
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$94,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$94,190
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$360,725
Participant contributions at end of year2011-12-31$249,030
Participant contributions at beginning of year2011-12-31$248,692
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$244,098
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,056,086
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,811,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,630,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,384,700
Interest on participant loans2011-12-31$12,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-75,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$282,753
Employer contributions (assets) at end of year2011-12-31$176,917
Employer contributions (assets) at beginning of year2011-12-31$178,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$428,647
Contract administrator fees2011-12-31$2,040
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2011-12-31410746749
2010 : RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$90,778
Total unrealized appreciation/depreciation of assets2010-12-31$90,778
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,115,478
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$426,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$418,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$740,944
Value of total assets at end of year2010-12-31$4,811,988
Value of total assets at beginning of year2010-12-31$4,122,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,474
Total interest from all sources2010-12-31$10,977
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$396,302
Participant contributions at end of year2010-12-31$248,692
Participant contributions at beginning of year2010-12-31$193,422
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$54,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$689,382
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,811,988
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,122,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,384,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,755,723
Interest on participant loans2010-12-31$10,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$272,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$290,235
Employer contributions (assets) at end of year2010-12-31$178,596
Employer contributions (assets) at beginning of year2010-12-31$173,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$418,622
Contract administrator fees2010-12-31$7,474
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2010-12-31370802863

Form 5500 Responses for RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN

2023: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT 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: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT 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: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT 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: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RECREATION CENTERS OF SUN CITY WEST, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered203
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $905
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number727681
Policy instance 2
Insurance contract or identification number727681
Number of Individuals Covered203
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $47
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered194
Insurance policy start date2022-05-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $469
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees469
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number727681
Policy instance 2
Insurance contract or identification number727681
Number of Individuals Covered194
Insurance policy start date2022-05-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $26
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3

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