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VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN 401k Plan overview

Plan NameVISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN
Plan identification number 001

VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

VISITING NURSE AND HEALTH SERVICES OF CONNECTICUT, INC. has sponsored the creation of one or more 401k plans.

Company Name:VISITING NURSE AND HEALTH SERVICES OF CONNECTICUT, INC.
Employer identification number (EIN):060646795
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-07-01NATALIE COOK
0012013-07-01NATALIE COOK
0012012-07-01TODD ROSE TODD ROSE2014-01-30
0012011-07-01TODD ROSE TODD ROSE2013-01-30
0012009-07-01TODD ROSE

Plan Statistics for VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN

401k plan membership statisitcs for VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN

Measure Date Value
2014: VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01253
Total number of active participants reported on line 7a of the Form 55002014-07-010
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-010
Number of participants with account balances2014-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01246
Total number of active participants reported on line 7a of the Form 55002013-07-01197
Number of retired or separated participants receiving benefits2013-07-012
Number of other retired or separated participants entitled to future benefits2013-07-0147
Total of all active and inactive participants2013-07-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01246
Number of participants with account balances2013-07-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01247
Total number of active participants reported on line 7a of the Form 55002012-07-01194
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0143
Total of all active and inactive participants2012-07-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01237
Number of participants with account balances2012-07-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01251
Total number of active participants reported on line 7a of the Form 55002011-07-01184
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0153
Total of all active and inactive participants2011-07-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01237
Number of participants with account balances2011-07-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01244
Total number of active participants reported on line 7a of the Form 55002009-07-01186
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0148
Total of all active and inactive participants2009-07-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01234
Number of participants with account balances2009-07-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-015

Financial Data on VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN

Measure Date Value
2015 : VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets from this plan2015-06-30$14,154,468
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,726,393
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,873,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,719,127
Value of total corrective distributions2015-06-30$515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,245,299
Value of total assets at end of year2015-06-30$0
Value of total assets at beginning of year2015-06-30$14,301,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$153,964
Total interest from all sources2015-06-30$27,987
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$327,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$327,031
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$715,551
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$231,142
Assets. Other investments not covered elsewhere at end of year2015-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$6,963
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$354,380
Other income not declared elsewhere2015-06-30$91,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-147,213
Value of net assets at end of year (total assets less liabilities)2015-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$14,301,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$121,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$13,045,084
Interest on participant loans2015-06-30$10,998
Interest earned on other investments2015-06-30$16,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,018,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$34,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$175,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,719,127
Contract administrator fees2015-06-30$32,484
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30Yes
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CROWE HORWATH LLP
Accountancy firm EIN2015-06-30350921680
2014 : VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$33
Total income from all sources (including contributions)2014-06-30$3,438,834
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$799,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$770,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,538,876
Value of total assets at end of year2014-06-30$14,301,681
Value of total assets at beginning of year2014-06-30$11,661,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$28,452
Total interest from all sources2014-06-30$9,261
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$254,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$254,895
Administrative expenses professional fees incurred2014-06-30$1,050
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$728,928
Participant contributions at end of year2014-06-30$231,142
Participant contributions at beginning of year2014-06-30$178,701
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$75
Assets. Other investments not covered elsewhere at end of year2014-06-30$6,963
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$6,695
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$518,143
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$33
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$3,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,639,772
Value of net assets at end of year (total assets less liabilities)2014-06-30$14,301,681
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$11,661,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$21,202
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$13,045,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$11,473,361
Interest on participant loans2014-06-30$8,997
Interest earned on other investments2014-06-30$264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,018,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$760,367
Net investment gain/loss from pooled separate accounts2014-06-30$875,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$291,805
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$60
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$770,610
Contract administrator fees2014-06-30$6,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30Yes
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30SASLOW LUFKIN & BUGGY, LLP
Accountancy firm EIN2014-06-30061533253
2013 : VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$0
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$33
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$33
Expenses. Interest paid2013-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-06-30$0
Total income from all sources (including contributions)2013-06-30$2,568,746
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$689,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$680,675
Expenses. Certain deemed distributions of participant loans2013-06-30$3
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,375,498
Value of total assets at end of year2013-06-30$11,661,942
Value of total assets at beginning of year2013-06-30$9,783,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$9,286
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$8,915
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$0
Assets. Real estate other than employer real property at beginning of year2013-06-30$0
Administrative expenses professional fees incurred2013-06-30$1,650
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$664,580
Participant contributions at end of year2013-06-30$178,701
Participant contributions at beginning of year2013-06-30$222,043
Participant contributions at end of year2013-06-30$75
Participant contributions at beginning of year2013-06-30$0
Assets. Other investments not covered elsewhere at end of year2013-06-30$6,695
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$6,438
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$339,621
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Assets. Loans (other than to participants) at beginning of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$33
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$33
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$0
Liabilities. Value of operating payables at end of year2013-06-30$0
Liabilities. Value of operating payables at beginning of year2013-06-30$0
Total non interest bearing cash at end of year2013-06-30$3,050
Total non interest bearing cash at beginning of year2013-06-30$1,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Income. Non cash contributions2013-06-30$0
Value of net income/loss2013-06-30$1,878,782
Value of net assets at end of year (total assets less liabilities)2013-06-30$11,661,909
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$9,783,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Assets. partnership/joint venture interests at end of year2013-06-30$0
Assets. partnership/joint venture interests at beginning of year2013-06-30$0
Investment advisory and management fees2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$11,473,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$9,549,704
Value of interest in pooled separate accounts at end of year2013-06-30$0
Value of interest in pooled separate accounts at beginning of year2013-06-30$0
Interest on participant loans2013-06-30$8,657
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$258
Income. Interest from US Government securities2013-06-30$0
Income. Interest from corporate debt instruments2013-06-30$0
Value of interest in master investment trust accounts at end of year2013-06-30$0
Value of interest in master investment trust accounts at beginning of year2013-06-30$0
Value of interest in common/collective trusts at end of year2013-06-30$0
Value of interest in common/collective trusts at beginning of year2013-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2013-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Asset value of US Government securities at end of year2013-06-30$0
Asset value of US Government securities at beginning of year2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$1,184,333
Net investment gain or loss from common/collective trusts2013-06-30$0
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Assets. Invements in employer securities at end of year2013-06-30$0
Assets. Invements in employer securities at beginning of year2013-06-30$0
Assets. Value of employer real property at end of year2013-06-30$0
Assets. Value of employer real property at beginning of year2013-06-30$0
Contributions received in cash from employer2013-06-30$371,297
Employer contributions (assets) at end of year2013-06-30$60
Employer contributions (assets) at beginning of year2013-06-30$3,758
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$680,675
Asset. Corporate debt instrument preferred debt at end of year2013-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$0
Contract administrator fees2013-06-30$7,636
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$0
Liabilities. Value of benefit claims payable at end of year2013-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$0
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2013-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30LEFKOWITZ, GARFINKEL, CHAMPI & DERE
Accountancy firm EIN2013-06-30050456296
2012 : VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$33
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$26,649
Expenses. Interest paid2012-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,215,266
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$941,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$919,034
Expenses. Certain deemed distributions of participant loans2012-06-30$11,472
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,222,343
Value of total assets at end of year2012-06-30$9,783,160
Value of total assets at beginning of year2012-06-30$9,536,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$11,027
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$8,771
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$0
Assets. Real estate other than employer real property at end of year2012-06-30$0
Assets. Real estate other than employer real property at beginning of year2012-06-30$0
Administrative expenses professional fees incurred2012-06-30$3,249
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$631,806
Participant contributions at end of year2012-06-30$222,043
Participant contributions at beginning of year2012-06-30$158,476
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$0
Assets. Other investments not covered elsewhere at end of year2012-06-30$6,438
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$6,190
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$241,487
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Assets. Loans (other than to participants) at end of year2012-06-30$0
Assets. Loans (other than to participants) at beginning of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$33
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$25,814
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$0
Liabilities. Value of operating payables at end of year2012-06-30$0
Liabilities. Value of operating payables at beginning of year2012-06-30$835
Total non interest bearing cash at end of year2012-06-30$1,217
Total non interest bearing cash at beginning of year2012-06-30$1,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Income. Non cash contributions2012-06-30$0
Value of net income/loss2012-06-30$273,733
Value of net assets at end of year (total assets less liabilities)2012-06-30$9,783,127
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$9,509,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Assets. partnership/joint venture interests at end of year2012-06-30$0
Assets. partnership/joint venture interests at beginning of year2012-06-30$0
Investment advisory and management fees2012-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$9,549,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$9,369,695
Value of interest in pooled separate accounts at end of year2012-06-30$0
Value of interest in pooled separate accounts at beginning of year2012-06-30$0
Interest on participant loans2012-06-30$8,523
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$248
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$0
Value of interest in master investment trust accounts at end of year2012-06-30$0
Value of interest in master investment trust accounts at beginning of year2012-06-30$0
Value of interest in common/collective trusts at end of year2012-06-30$0
Value of interest in common/collective trusts at beginning of year2012-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2012-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Asset value of US Government securities at end of year2012-06-30$0
Asset value of US Government securities at beginning of year2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$-15,848
Net investment gain or loss from common/collective trusts2012-06-30$0
Net gain/loss from 103.12 investment entities2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Assets. Invements in employer securities at end of year2012-06-30$0
Assets. Invements in employer securities at beginning of year2012-06-30$0
Assets. Value of employer real property at end of year2012-06-30$0
Assets. Value of employer real property at beginning of year2012-06-30$0
Contributions received in cash from employer2012-06-30$349,050
Employer contributions (assets) at end of year2012-06-30$3,758
Employer contributions (assets) at beginning of year2012-06-30$0
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$919,034
Asset. Corporate debt instrument preferred debt at end of year2012-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$0
Contract administrator fees2012-06-30$7,778
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$0
Liabilities. Value of benefit claims payable at end of year2012-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2012-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30LEFKOWITZ, GARFINKEL, CHAMPI & DERE
Accountancy firm EIN2012-06-30050456296
2011 : VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$26,649
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$30,816
Expenses. Interest paid2011-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-06-30$0
Total income from all sources (including contributions)2011-06-30$2,532,101
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$795,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$756,814
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Value of total corrective distributions2011-06-30$6,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,002,345
Value of total assets at end of year2011-06-30$9,536,043
Value of total assets at beginning of year2011-06-30$7,803,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$32,063
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$8,191
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$0
Assets. Real estate other than employer real property at end of year2011-06-30$0
Assets. Real estate other than employer real property at beginning of year2011-06-30$0
Administrative expenses professional fees incurred2011-06-30$6,530
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$621,686
Participant contributions at end of year2011-06-30$158,476
Participant contributions at beginning of year2011-06-30$146,613
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Assets. Other investments not covered elsewhere at end of year2011-06-30$6,190
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$5,932
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$37,170
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$2,060
Assets. Loans (other than to participants) at end of year2011-06-30$0
Assets. Loans (other than to participants) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$25,814
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$30,816
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$0
Liabilities. Value of operating payables at end of year2011-06-30$835
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Total non interest bearing cash at end of year2011-06-30$1,682
Total non interest bearing cash at beginning of year2011-06-30$4,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Income. Non cash contributions2011-06-30$0
Value of net income/loss2011-06-30$1,736,537
Value of net assets at end of year (total assets less liabilities)2011-06-30$9,509,394
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$7,772,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at end of year2011-06-30$0
Assets. partnership/joint venture interests at beginning of year2011-06-30$0
Investment advisory and management fees2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$9,369,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$7,644,698
Value of interest in pooled separate accounts at end of year2011-06-30$0
Value of interest in pooled separate accounts at beginning of year2011-06-30$0
Interest on participant loans2011-06-30$7,934
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$257
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Value of interest in master investment trust accounts at end of year2011-06-30$0
Value of interest in master investment trust accounts at beginning of year2011-06-30$0
Value of interest in common/collective trusts at end of year2011-06-30$0
Value of interest in common/collective trusts at beginning of year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2011-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Asset value of US Government securities at end of year2011-06-30$0
Asset value of US Government securities at beginning of year2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$1,521,565
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Assets. Invements in employer securities at end of year2011-06-30$0
Assets. Invements in employer securities at beginning of year2011-06-30$0
Assets. Value of employer real property at end of year2011-06-30$0
Assets. Value of employer real property at beginning of year2011-06-30$0
Contributions received in cash from employer2011-06-30$343,489
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$0
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$756,814
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$0
Contract administrator fees2011-06-30$25,533
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$0
Liabilities. Value of benefit claims payable at end of year2011-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30LEFKOWITZ, GARFINKEL, CHAMPI & DERE
Accountancy firm EIN2011-06-30050456296
2010 : VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN

2014: VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingYes
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: VISITING NURSE & HEALTH SERVICES OF CONNECTICUT, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

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