Elderwood Affiliates, Inc 401(k) Plan (terminated 2013): Login, Facts & Contact Information
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Plan terminated
This plan was terminated. Its final Form 5500 covers plan year 2013. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Elderwood Affiliates, Inc 401(k) Login
Accounts were managed by
Principal
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Retirement plan providers can change. This information is from the plan's 2013 filing.
Elderwood Affiliates, Inc 401(k) Plan Facts (plan year 2013)
Plan name
ELDERWOOD SENIOR CARE RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ELDERWOOD AFFILIATES, INC
Participants
1,498
Former employees with a balance
0
Plan year
Jan 1, 2013 – Aug 30, 2013
Plan established
Jul 1, 1982
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)
Source: Form 5500 for plan year 2013 (Jan 1, 2013 – Aug 30, 2013), filed Jun 3, 2014. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2013
- $29.9 million was paid out to participants.
- Investment and other income added $1.88 million.
How the Elderwood Affiliates, Inc 401(k) changed, 2009–2013
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2009 | 2,826 | $19.9 million | $638,339 | $980,278 |
| 2010 | 2,866 | $24.2 million | $623,653 | $1.44 million |
| 2011 | 2,798 | $25.0 million | $588,171 | $1.89 million |
| 2012 | 2,749 | $28.0 million | $570,781 | $2.95 million |
| 2013 (final) | 1,498 | $0 | $0 | $29.9 million |
Elderwood Affiliates, Inc 401(k) Contact Information
Phone
716-633-3900
Mailing address
7 LIMESTONE DR, WILLIAMSVILLE NY 142217051
Plan sponsor
ELDERWOOD AFFILIATES, INC
Employer identification number (EIN)
16-1074945
Plan number
001
Questions about the Elderwood Affiliates, Inc 401(k)
Is the Elderwood Affiliates, Inc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2013.
Does Elderwood Affiliates, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the Elderwood Affiliates, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Elderwood Affiliates, Inc 401(k) plan?
1,498 participants at the start of plan year 2013.
Who manages the Elderwood Affiliates, Inc 401(k) accounts?
Principal is the plan's recordkeeper, which is where participants log in to see their balance.
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