401k Plan data: HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN plan

HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 401k Plan overview

Plan Name	HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN
Plan identification number	002

HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HOLLADAY PARK PLAZA, INC. has sponsored the creation of one or more 401k plans.

Company Name: HOLLADAY PARK PLAZA, INC.

Employer identification number (EIN): 930513697

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

Additional information about HOLLADAY PARK PLAZA, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2063-05-02

Company Identification Number: 7097017

Legal Registered Office Address: 1 W MAIN ST

MEDFORD
United States of America (USA)
97501

More information about HOLLADAY PARK PLAZA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-10-01
002 2013-10-01 GEORGE WHEELER
002 2012-10-01 GEORGE WHEELER
002 2011-10-01 GEORGE WHEELER
002 2010-10-01 JOHN LARSON
002 2009-10-01 JOHN LARSON
002 2009-01-01 BRIAN MCLEMORE
002 2008-10-01

Plan Statistics for HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN

401k plan membership statisitcs for HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN

Measure Date Value
2014: HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 184
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 0
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 0
Total of all active and inactive participants 2014-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 0
Number of participants with account balances 2014-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 174
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 100
Number of retired or separated participants receiving benefits 2013-10-01 19
Number of other retired or separated participants entitled to future benefits 2013-10-01 65
Total of all active and inactive participants 2013-10-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 184
Number of participants with account balances 2013-10-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 179
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 94
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 80
Total of all active and inactive participants 2012-10-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 174
Number of participants with account balances 2012-10-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 172
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 101
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 78
Total of all active and inactive participants 2011-10-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 179
Number of participants with account balances 2011-10-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2010: HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 183
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 95
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 77
Total of all active and inactive participants 2010-10-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 172
Number of participants with account balances 2010-10-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 0
2009: HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 181
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 96
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 86
Total of all active and inactive participants 2009-10-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 1
Total participants 2009-10-01 183
Number of participants with account balances 2009-10-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0
Total participants, beginning-of-year 2009-01-01 468
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 429
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 34
Total of all active and inactive participants 2009-01-01 464
Total participants 2009-01-01 464
Number of participants with account balances 2009-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	184
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	0
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	0
Total of all active and inactive participants	2014-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	0
Number of participants with account balances	2014-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	174
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	100
Number of retired or separated participants receiving benefits	2013-10-01	19
Number of other retired or separated participants entitled to future benefits	2013-10-01	65
Total of all active and inactive participants	2013-10-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	184
Number of participants with account balances	2013-10-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	179
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	94
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	80
Total of all active and inactive participants	2012-10-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	174
Number of participants with account balances	2012-10-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	172
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	101
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	78
Total of all active and inactive participants	2011-10-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	179
Number of participants with account balances	2011-10-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2010: HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	183
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	95
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	77
Total of all active and inactive participants	2010-10-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	172
Number of participants with account balances	2010-10-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	0
2009: HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	181
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	96
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	86
Total of all active and inactive participants	2009-10-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	1
Total participants	2009-10-01	183
Number of participants with account balances	2009-10-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0
Total participants, beginning-of-year	2009-01-01	468
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	429
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	34
Total of all active and inactive participants	2009-01-01	464
Total participants	2009-01-01	464
Number of participants with account balances	2009-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN

Measure	Date	Value
2015 : HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-07-31	$0
Total transfer of assets to this plan	2015-07-31	$1,380
Total transfer of assets from this plan	2015-07-31	$1,781,655
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-07-31	$0
Total income from all sources (including contributions)	2015-07-31	$195,065
Total loss/gain on sale of assets	2015-07-31	$0
Total of all expenses incurred	2015-07-31	$27,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-07-31	$24,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-07-31	$140,233
Value of total assets at end of year	2015-07-31	$0
Value of total assets at beginning of year	2015-07-31	$1,612,929
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-07-31	$2,922
Total interest from all sources	2015-07-31	$12,753
Total dividends received (eg from common stock, registered investment company shares)	2015-07-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-07-31	No
Was this plan covered by a fidelity bond	2015-07-31	Yes
Value of fidelity bond cover	2015-07-31	$500,000
If this is an individual account plan, was there a blackout period	2015-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-07-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-07-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-07-31	$1,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-07-31	No
Value of net income/loss	2015-07-31	$167,346
Value of net assets at end of year (total assets less liabilities)	2015-07-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-07-31	$1,612,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-07-31	No
Were any leases to which the plan was party in default or uncollectible	2015-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-07-31	$943,996
Interest earned on other investments	2015-07-31	$12,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-07-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-07-31	$3,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-07-31	$3,446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-07-31	$56
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-07-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-07-31	$497,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-07-31	$42,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-07-31	No
Was there a failure to transmit to the plan any participant contributions	2015-07-31	No
Has the plan failed to provide any benefit when due under the plan	2015-07-31	No
Contributions received in cash from employer	2015-07-31	$140,233
Employer contributions (assets) at end of year	2015-07-31	$0
Employer contributions (assets) at beginning of year	2015-07-31	$167,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-07-31	$24,797
Contract administrator fees	2015-07-31	$2,922
Did the plan have assets held for investment	2015-07-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-07-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-07-31	Disclaimer
Accountancy firm name	2015-07-31	MOSS ADAMS
Accountancy firm EIN	2015-07-31	910189318
2014 : HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-09-30	$0
Total transfer of assets to this plan	2014-09-30	$1,115
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total income from all sources (including contributions)	2014-09-30	$251,996
Total loss/gain on sale of assets	2014-09-30	$0
Total of all expenses incurred	2014-09-30	$117,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-09-30	$114,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-09-30	$170,535
Value of total assets at end of year	2014-09-30	$1,612,929
Value of total assets at beginning of year	2014-09-30	$1,476,904
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-09-30	$2,891
Total interest from all sources	2014-09-30	$14,075
Total dividends received (eg from common stock, registered investment company shares)	2014-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-09-30	No
Was this plan covered by a fidelity bond	2014-09-30	Yes
Value of fidelity bond cover	2014-09-30	$500,000
If this is an individual account plan, was there a blackout period	2014-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-09-30	No
Assets. Other investments not covered elsewhere at end of year	2014-09-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-09-30	$1,115
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Value of net income/loss	2014-09-30	$134,910
Value of net assets at end of year (total assets less liabilities)	2014-09-30	$1,612,929
Value of net assets at beginning of year (total assets less liabilities)	2014-09-30	$1,476,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-09-30	No
Were any leases to which the plan was party in default or uncollectible	2014-09-30	No
Investment advisory and management fees	2014-09-30	$2,891
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-09-30	$943,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-09-30	$857,176
Interest earned on other investments	2014-09-30	$14,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-09-30	$3,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-09-30	$497,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-09-30	$460,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-09-30	$67,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-09-30	No
Was there a failure to transmit to the plan any participant contributions	2014-09-30	No
Has the plan failed to provide any benefit when due under the plan	2014-09-30	No
Contributions received in cash from employer	2014-09-30	$170,535
Employer contributions (assets) at end of year	2014-09-30	$167,089
Employer contributions (assets) at beginning of year	2014-09-30	$159,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-09-30	$114,195
Did the plan have assets held for investment	2014-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-09-30	Disclaimer
Accountancy firm name	2014-09-30	MOSS ADAMS
Accountancy firm EIN	2014-09-30	910189318
2013 : HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total income from all sources (including contributions)	2013-09-30	$278,877
Total loss/gain on sale of assets	2013-09-30	$0
Total of all expenses incurred	2013-09-30	$90,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-09-30	$87,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-09-30	$159,549
Value of total assets at end of year	2013-09-30	$1,476,904
Value of total assets at beginning of year	2013-09-30	$1,288,312
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-09-30	$2,334
Total interest from all sources	2013-09-30	$13,735
Total dividends received (eg from common stock, registered investment company shares)	2013-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-09-30	No
Was this plan covered by a fidelity bond	2013-09-30	Yes
Value of fidelity bond cover	2013-09-30	$500,000
If this is an individual account plan, was there a blackout period	2013-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-09-30	No
Assets. Other investments not covered elsewhere at end of year	2013-09-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-09-30	$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Value of net income/loss	2013-09-30	$188,592
Value of net assets at end of year (total assets less liabilities)	2013-09-30	$1,476,904
Value of net assets at beginning of year (total assets less liabilities)	2013-09-30	$1,288,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-09-30	No
Were any leases to which the plan was party in default or uncollectible	2013-09-30	No
Investment advisory and management fees	2013-09-30	$2,334
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-09-30	$857,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-09-30	$682,637
Interest earned on other investments	2013-09-30	$13,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-09-30	$460,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-09-30	$439,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-09-30	$105,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-09-30	No
Was there a failure to transmit to the plan any participant contributions	2013-09-30	No
Has the plan failed to provide any benefit when due under the plan	2013-09-30	No
Contributions received in cash from employer	2013-09-30	$159,549
Employer contributions (assets) at end of year	2013-09-30	$159,549
Employer contributions (assets) at beginning of year	2013-09-30	$166,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-09-30	$87,951
Did the plan have assets held for investment	2013-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-09-30	Disclaimer
Accountancy firm name	2013-09-30	MOSS ADAMS
Accountancy firm EIN	2013-09-30	910189318
2012 : HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-09-30	$101,135
Total unrealized appreciation/depreciation of assets	2012-09-30	$101,135
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Expenses. Interest paid	2012-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-09-30	$0
Total income from all sources (including contributions)	2012-09-30	$281,019
Total loss/gain on sale of assets	2012-09-30	$145
Total of all expenses incurred	2012-09-30	$174,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-09-30	$172,788
Expenses. Certain deemed distributions of participant loans	2012-09-30	$0
Value of total corrective distributions	2012-09-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-09-30	$166,153
Value of total assets at end of year	2012-09-30	$1,288,312
Value of total assets at beginning of year	2012-09-30	$1,181,987
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-09-30	$1,906
Total income from rents	2012-09-30	$0
Total interest from all sources	2012-09-30	$13,586
Total dividends received (eg from common stock, registered investment company shares)	2012-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-09-30	$0
Administrative expenses professional fees incurred	2012-09-30	$0
Was this plan covered by a fidelity bond	2012-09-30	Yes
Value of fidelity bond cover	2012-09-30	$500,000
If this is an individual account plan, was there a blackout period	2012-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-09-30	No
Contributions received from participants	2012-09-30	$0
Assets. Other investments not covered elsewhere at end of year	2012-09-30	$5
Assets. Other investments not covered elsewhere at beginning of year	2012-09-30	$667
Income. Received or receivable in cash from other sources (including rollovers)	2012-09-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-09-30	$0
Other income not declared elsewhere	2012-09-30	$0
Administrative expenses (other) incurred	2012-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Income. Non cash contributions	2012-09-30	$0
Value of net income/loss	2012-09-30	$106,325
Value of net assets at end of year (total assets less liabilities)	2012-09-30	$1,288,312
Value of net assets at beginning of year (total assets less liabilities)	2012-09-30	$1,181,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-09-30	No
Were any leases to which the plan was party in default or uncollectible	2012-09-30	No
Investment advisory and management fees	2012-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-09-30	$682,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-09-30	$581,407
Interest on participant loans	2012-09-30	$0
Income. Interest from loans (other than to participants)	2012-09-30	$0
Interest earned on other investments	2012-09-30	$13,586
Income. Interest from US Government securities	2012-09-30	$0
Income. Interest from corporate debt instruments	2012-09-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-09-30	$439,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-09-30	$442,502
Expenses. Payments to insurance carriers foe the provision of benefits	2012-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-09-30	$0
Net investment gain/loss from pooled separate accounts	2012-09-30	$0
Net investment gain or loss from common/collective trusts	2012-09-30	$0
Net gain/loss from 103.12 investment entities	2012-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2012-09-30	No
Has the plan failed to provide any benefit when due under the plan	2012-09-30	No
Contributions received in cash from employer	2012-09-30	$166,153
Employer contributions (assets) at end of year	2012-09-30	$166,153
Employer contributions (assets) at beginning of year	2012-09-30	$157,411
Income. Dividends from preferred stock	2012-09-30	$0
Income. Dividends from common stock	2012-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-09-30	$172,788
Contract administrator fees	2012-09-30	$1,906
Did the plan have assets held for investment	2012-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-09-30	No
Aggregate proceeds on sale of assets	2012-09-30	$145
Aggregate carrying amount (costs) on sale of assets	2012-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-09-30	Disclaimer
Accountancy firm name	2012-09-30	MOSS ADAMS
Accountancy firm EIN	2012-09-30	910189318
2011 : HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-09-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-09-30	$-26,408
Total unrealized appreciation/depreciation of assets	2011-09-30	$-26,408
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Expenses. Interest paid	2011-09-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-09-30	$0
Total income from all sources (including contributions)	2011-09-30	$144,215
Total loss/gain on sale of assets	2011-09-30	$61
Total of all expenses incurred	2011-09-30	$100,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-09-30	$98,992
Expenses. Certain deemed distributions of participant loans	2011-09-30	$0
Value of total corrective distributions	2011-09-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-09-30	$157,853
Value of total assets at end of year	2011-09-30	$1,181,987
Value of total assets at beginning of year	2011-09-30	$1,138,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-09-30	$1,765
Total income from rents	2011-09-30	$0
Total interest from all sources	2011-09-30	$12,709
Total dividends received (eg from common stock, registered investment company shares)	2011-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-09-30	$0
Administrative expenses professional fees incurred	2011-09-30	$0
Was this plan covered by a fidelity bond	2011-09-30	Yes
Value of fidelity bond cover	2011-09-30	$500,000
If this is an individual account plan, was there a blackout period	2011-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-09-30	No
Contributions received from participants	2011-09-30	$0
Assets. Other investments not covered elsewhere at end of year	2011-09-30	$667
Assets. Other investments not covered elsewhere at beginning of year	2011-09-30	$5
Income. Received or receivable in cash from other sources (including rollovers)	2011-09-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-09-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-09-30	$4,595
Other income not declared elsewhere	2011-09-30	$0
Administrative expenses (other) incurred	2011-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Income. Non cash contributions	2011-09-30	$0
Value of net income/loss	2011-09-30	$43,458
Value of net assets at end of year (total assets less liabilities)	2011-09-30	$1,181,987
Value of net assets at beginning of year (total assets less liabilities)	2011-09-30	$1,138,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-09-30	No
Were any leases to which the plan was party in default or uncollectible	2011-09-30	No
Investment advisory and management fees	2011-09-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-09-30	$581,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-09-30	$619,576
Interest on participant loans	2011-09-30	$0
Income. Interest from loans (other than to participants)	2011-09-30	$0
Interest earned on other investments	2011-09-30	$12,709
Income. Interest from US Government securities	2011-09-30	$0
Income. Interest from corporate debt instruments	2011-09-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-09-30	$442,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-09-30	$369,764
Expenses. Payments to insurance carriers foe the provision of benefits	2011-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-09-30	$0
Net investment gain/loss from pooled separate accounts	2011-09-30	$0
Net investment gain or loss from common/collective trusts	2011-09-30	$0
Net gain/loss from 103.12 investment entities	2011-09-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-09-30	No
Was there a failure to transmit to the plan any participant contributions	2011-09-30	No
Has the plan failed to provide any benefit when due under the plan	2011-09-30	No
Contributions received in cash from employer	2011-09-30	$157,853
Employer contributions (assets) at end of year	2011-09-30	$157,411
Employer contributions (assets) at beginning of year	2011-09-30	$144,589
Income. Dividends from preferred stock	2011-09-30	$0
Income. Dividends from common stock	2011-09-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-09-30	$98,992
Contract administrator fees	2011-09-30	$1,765
Did the plan have assets held for investment	2011-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-09-30	No
Aggregate proceeds on sale of assets	2011-09-30	$61
Aggregate carrying amount (costs) on sale of assets	2011-09-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-09-30	Disclaimer
Accountancy firm name	2011-09-30	MICHAEL L. PIELS CPA'S LLP
Accountancy firm EIN	2011-09-30	931226907
2010 : HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0
2009 : HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN

2014: HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	Yes
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Insurance	Yes
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement – Insurance	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Insurance	Yes
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement – Insurance	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Insurance	Yes
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement – Insurance	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: HOLLADAY PARK PLAZA EMPLOYEE PENSION PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	HOLLADAY PARK PLAZA, INC.
Employer identification number (EIN):	930513697
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2063-05-02
Company Identification Number:	7097017
Legal Registered Office Address:	1 W MAIN ST MEDFORD United States of America (USA) 97501

Plan id#	Filing Submission Date	Name of Administrator
002	2014-10-01
002	2013-10-01	GEORGE WHEELER
002	2012-10-01	GEORGE WHEELER
002	2011-10-01	GEORGE WHEELER
002	2010-10-01	JOHN LARSON
002	2009-10-01	JOHN LARSON
002	2009-01-01	BRIAN MCLEMORE
002	2008-10-01