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VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameVISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN
Plan identification number 002

VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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(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.
  • 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

HOPEHEALTH VISITING NURSE has sponsored the creation of one or more 401k plans.

Company Name:HOPEHEALTH VISITING NURSE
Employer identification number (EIN):050259111
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01DIANA FRANCHITTO2023-10-12
0022021-01-01DIANA FRANCHITTO2022-10-06
0022020-01-01CARA HART2021-10-07
0022019-01-01CARA HART2020-10-02
0022018-01-01CARA HART2019-10-07
0022017-01-01
0022016-01-01
0022015-01-01CHERYL KILEY
0022014-01-01CHERYL KILEY
0022013-01-01CHERYL KILEY
0022012-01-01DONNA GOUVEIA
0022011-01-01DONNA GOUVEIA
0022009-01-01DONNA GOUVEIA

Plan Statistics for VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN

401k plan membership statisitcs for VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN

Measure Date Value
2022: VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01176
Total number of active participants reported on line 7a of the Form 55002022-01-0176
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0195
Total of all active and inactive participants2022-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01171
Number of participants with account balances2022-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01181
Total number of active participants reported on line 7a of the Form 55002021-01-0193
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0182
Total of all active and inactive participants2021-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01175
Number of participants with account balances2021-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01178
Total number of active participants reported on line 7a of the Form 55002020-01-0198
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0180
Total of all active and inactive participants2020-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01178
Number of participants with account balances2020-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01163
Total number of active participants reported on line 7a of the Form 55002019-01-01122
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0155
Total of all active and inactive participants2019-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01177
Number of participants with account balances2019-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01160
Total number of active participants reported on line 7a of the Form 55002018-01-01119
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0144
Total of all active and inactive participants2018-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01163
Number of participants with account balances2018-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01177
Total number of active participants reported on line 7a of the Form 55002017-01-01114
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01160
Number of participants with account balances2017-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01183
Total number of active participants reported on line 7a of the Form 55002016-01-01108
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0164
Total of all active and inactive participants2016-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01177
Number of participants with account balances2016-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01183
Total number of active participants reported on line 7a of the Form 55002015-01-01115
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0164
Total of all active and inactive participants2015-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01183
Number of participants with account balances2015-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01160
Total number of active participants reported on line 7a of the Form 55002014-01-01114
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0166
Total of all active and inactive participants2014-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01183
Number of participants with account balances2014-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01158
Total number of active participants reported on line 7a of the Form 55002013-01-01104
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0152
Total of all active and inactive participants2013-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01159
Number of participants with account balances2013-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01162
Total number of active participants reported on line 7a of the Form 55002012-01-01111
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0144
Total of all active and inactive participants2012-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01158
Number of participants with account balances2012-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01170
Total number of active participants reported on line 7a of the Form 55002011-01-01115
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0147
Total of all active and inactive participants2011-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01162
Number of participants with account balances2011-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01228
Total number of active participants reported on line 7a of the Form 55002009-01-01165
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01194
Number of participants with account balances2009-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN

Measure Date Value
2022 : VISITING NURSE SERVICE OF GREATER RI 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-806,003
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$700,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$681,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$619,717
Value of total assets at end of year2022-12-31$6,692,682
Value of total assets at beginning of year2022-12-31$8,199,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,024
Total interest from all sources2022-12-31$7,543
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$305,241
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$305,241
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$330,294
Participant contributions at end of year2022-12-31$5,864
Participant contributions at beginning of year2022-12-31$38,400
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$226,645
Administrative expenses (other) incurred2022-12-31$19,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,506,912
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,692,682
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,199,594
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,143,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,677,904
Interest on participant loans2022-12-31$352
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$543,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$483,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$483,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,738,504
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$62,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$681,885
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 name2022-12-31MARCUM LLP
Accountancy firm EIN2022-12-31111986323
2021 : VISITING NURSE SERVICE OF GREATER RI 403(B) 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$1,417,634
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$586,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$555,226
Value of total corrective distributions2021-12-31$11,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$447,113
Value of total assets at end of year2021-12-31$8,199,594
Value of total assets at beginning of year2021-12-31$7,368,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,459
Total interest from all sources2021-12-31$3,900
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$441,976
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$441,976
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$380,695
Participant contributions at end of year2021-12-31$38,400
Participant contributions at beginning of year2021-12-31$69,479
Administrative expenses (other) incurred2021-12-31$19,459
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$830,955
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,199,594
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,368,639
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$7,677,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,905,025
Interest on participant loans2021-12-31$3,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$483,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$394,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$394,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$524,645
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$66,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$555,226
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 name2021-12-31MARCUM LLP
Accountancy firm EIN2021-12-31111986323
2020 : VISITING NURSE SERVICE OF GREATER RI 403(B) 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$1,453,275
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$847,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$829,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$483,717
Value of total assets at end of year2020-12-31$7,368,639
Value of total assets at beginning of year2020-12-31$6,762,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,715
Total interest from all sources2020-12-31$6,604
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$252,487
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$252,487
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$417,326
Participant contributions at end of year2020-12-31$69,479
Participant contributions at beginning of year2020-12-31$51,127
Administrative expenses (other) incurred2020-12-31$17,715
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$605,802
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,368,639
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,762,837
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$6,905,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,279,101
Interest on participant loans2020-12-31$5,455
Interest earned on other investments2020-12-31$1,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$394,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$432,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$432,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$710,467
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$66,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$829,758
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MARCUM LLP
Accountancy firm EIN2020-12-31111986323
2019 : VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$13,020
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$1,548,701
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$668,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$648,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$464,509
Value of total assets at end of year2019-12-31$6,762,837
Value of total assets at beginning of year2019-12-31$5,895,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,756
Total interest from all sources2019-12-31$11,279
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$257,212
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$257,212
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$395,200
Participant contributions at end of year2019-12-31$51,127
Participant contributions at beginning of year2019-12-31$45,227
Administrative expenses (other) incurred2019-12-31$19,756
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$880,633
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,762,837
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,895,224
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$6,279,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,403,933
Interest on participant loans2019-12-31$3,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$432,609
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$446,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$446,064
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$815,701
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$69,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$648,312
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 name2019-12-31MARCUM LLP
Accountancy firm EIN2019-12-31111986323
2018 : VISITING NURSE SERVICE OF GREATER RI 403(B) 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$235,455
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,095,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,074,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$429,455
Value of total assets at end of year2018-12-31$5,895,224
Value of total assets at beginning of year2018-12-31$6,754,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,457
Total interest from all sources2018-12-31$9,599
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$330,879
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$330,879
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$365,751
Participant contributions at end of year2018-12-31$45,227
Participant contributions at beginning of year2018-12-31$47,565
Administrative expenses (other) incurred2018-12-31$20,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-859,733
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,895,224
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,754,957
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$5,403,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,084,398
Interest on participant loans2018-12-31$2,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$446,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$622,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$622,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-534,478
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$63,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,074,731
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 name2018-12-31MARCUM LLP
Accountancy firm EIN2018-12-31111986323
2017 : VISITING NURSE SERVICE OF GREATER RI 403(B) 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$1,238,754
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$475,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$456,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$453,842
Value of total assets at end of year2017-12-31$6,754,957
Value of total assets at beginning of year2017-12-31$5,992,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,009
Total interest from all sources2017-12-31$2,387
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$241,562
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$241,562
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$354,108
Participant contributions at end of year2017-12-31$47,565
Participant contributions at beginning of year2017-12-31$24,047
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$46,584
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$762,776
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,754,957
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,992,181
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$6,084,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,289,980
Income. Interest from loans (other than to participants)2017-12-31$2,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$622,994
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$678,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$678,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$540,963
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$53,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$456,969
Contract administrator fees2017-12-31$19,009
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 name2017-12-31MARCUM LLP
Accountancy firm EIN2017-12-31111986323
2016 : VISITING NURSE SERVICE OF GREATER RI 403(B) 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$696,727
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$687,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$682,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$418,216
Value of total assets at end of year2016-12-31$5,992,181
Value of total assets at beginning of year2016-12-31$5,983,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,268
Total interest from all sources2016-12-31$1,862
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$172,351
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$172,351
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$279,666
Participant contributions at end of year2016-12-31$24,047
Participant contributions at beginning of year2016-12-31$45,369
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$69,863
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$9,093
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,992,181
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,983,088
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$5,289,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,937,719
Interest on participant loans2016-12-31$1,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$678,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$104,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$68,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$682,366
Contract administrator fees2016-12-31$5,268
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 name2016-12-31MARCUM LLP
Accountancy firm EIN2016-12-31111986323
2015 : VISITING NURSE SERVICE OF GREATER RI 403(B) 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$262,982
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,135,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,131,844
Expenses. Certain deemed distributions of participant loans2015-12-31$3,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$319,459
Value of total assets at end of year2015-12-31$5,983,088
Value of total assets at beginning of year2015-12-31$6,855,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$1,351
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$467,102
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$467,102
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$265,411
Participant contributions at end of year2015-12-31$45,369
Participant contributions at beginning of year2015-12-31$37,531
Other income not declared elsewhere2015-12-31$298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-872,033
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,983,088
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,855,121
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$5,937,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,817,590
Interest on participant loans2015-12-31$1,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-525,228
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$54,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,131,844
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 name2015-12-31MARCUM LLP
Accountancy firm EIN2015-12-31111986323
2014 : VISITING NURSE SERVICE OF GREATER RI 403(B) 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$700,710
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$285,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$267,992
Expenses. Certain deemed distributions of participant loans2014-12-31$3,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$449,193
Value of total assets at end of year2014-12-31$6,855,121
Value of total assets at beginning of year2014-12-31$6,439,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,000
Total interest from all sources2014-12-31$2,095
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$550,925
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$550,925
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$209,273
Participant contributions at end of year2014-12-31$37,531
Participant contributions at beginning of year2014-12-31$73,674
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$185,715
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$415,480
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,855,121
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,439,641
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$6,817,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,365,967
Interest on participant loans2014-12-31$2,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-301,503
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$54,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$267,992
Contract administrator fees2014-12-31$14,000
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 name2014-12-31DAVID KREKORIAN, CPA LTD
Accountancy firm EIN2014-12-31050478338
2013 : VISITING NURSE SERVICE OF GREATER RI 403(B) 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$1,378,458
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$495,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$495,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$342,444
Value of total assets at end of year2013-12-31$6,439,641
Value of total assets at beginning of year2013-12-31$5,556,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$3,346
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$356,101
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$356,101
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$282,984
Participant contributions at end of year2013-12-31$73,674
Participant contributions at beginning of year2013-12-31$55,462
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,787
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$882,954
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,439,641
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,556,687
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$6,365,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,501,225
Interest on participant loans2013-12-31$3,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$676,567
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$53,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$495,504
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 name2013-12-31DAVID P. KREKORIAN CPA, LTD.
Accountancy firm EIN2013-12-31050478338
2012 : VISITING NURSE SERVICE OF GREATER RI 403(B) 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$1,018,120
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$454,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$454,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$404,333
Value of total assets at end of year2012-12-31$5,556,687
Value of total assets at beginning of year2012-12-31$4,992,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,635
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$162,031
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$162,031
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$289,486
Participant contributions at end of year2012-12-31$55,462
Participant contributions at beginning of year2012-12-31$27,871
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$16,214
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$563,789
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,556,687
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,992,898
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$5,501,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,965,027
Interest on participant loans2012-12-31$1,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$450,121
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$98,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$454,331
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DAVID P. KREKORIAN CPA, LTD.
Accountancy firm EIN2012-12-31050478338
2011 : VISITING NURSE SERVICE OF GREATER RI 403(B) 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$282,079
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$595,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$595,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$424,337
Value of total assets at end of year2011-12-31$4,992,898
Value of total assets at beginning of year2011-12-31$5,306,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,961
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$98,555
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$98,555
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$293,475
Participant contributions at end of year2011-12-31$27,871
Participant contributions at beginning of year2011-12-31$47,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-313,768
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,992,898
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,306,666
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$4,965,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,259,341
Interest on participant loans2011-12-31$1,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-242,774
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$130,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$595,847
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DAVID P. KREKORIAN CPA, LTD.
Accountancy firm EIN2011-12-31050478338
2010 : VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$814,478
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$821,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$821,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$366,276
Value of total assets at end of year2010-12-31$5,306,666
Value of total assets at beginning of year2010-12-31$5,313,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$4,276
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$119,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$119,698
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$291,718
Participant contributions at end of year2010-12-31$47,325
Participant contributions at beginning of year2010-12-31$81,143
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-7,206
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,306,666
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,313,872
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$5,259,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,232,729
Interest on participant loans2010-12-31$4,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$324,228
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$69,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$821,684
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DAVID P. KREKORIAN CPA, LTD
Accountancy firm EIN2010-12-31050478338
2009 : VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN

2022: VISITING NURSE SERVICE OF GREATER RI 403(B) 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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VISITING NURSE SERVICE OF GREATER RI 403(B) 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VISITING NURSE SERVICE OF GREATER RI 403(B) 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VISITING NURSE SERVICE OF GREATER RI 403(B) 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VISITING NURSE SERVICE OF GREATER RI 403(B) 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VISITING NURSE SERVICE OF GREATER RI 403(B) 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: VISITING NURSE SERVICE OF GREATER RI 403(B) 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: VISITING NURSE SERVICE OF GREATER RI 403(B) 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: VISITING NURSE SERVICE OF GREATER RI 403(B) 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: VISITING NURSE SERVICE OF GREATER RI 403(B) 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: VISITING NURSE SERVICE OF GREATER RI 403(B) 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: VISITING NURSE SERVICE OF GREATER RI 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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
2009: VISITING NURSE SERVICE OF GREATER RI 403(B) 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

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