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AT HOME CARE 403(B) PLAN 401k Plan overview

Plan NameAT HOME CARE 403(B) PLAN
Plan identification number 001

AT HOME CARE 403(B) 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AT HOME CARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:AT HOME CARE, INC.
Employer identification number (EIN):161287069
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about AT HOME CARE, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2004-07-23
Company Identification Number: C2627185
Legal Registered Office Address: 81 Sea Bridge Way

Alameda
United States of America (USA)
94502

More information about AT HOME CARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AT HOME CARE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LAURIE NEANDER2018-08-01
0012016-01-01LAURIE NEANDER2017-08-28 LAURIE NEANDER2017-08-28
0012015-01-01LAURIE NEANDER2016-07-21 LAURIE NEANDER2016-07-21
0012014-01-01LAURIE NEANDER2015-10-13
0012013-01-01LAURIE NEANDER2014-12-23
0012012-01-01LAURIE NEANDER2014-12-23
0012011-01-01KRISTIN SIMONDS2012-08-22
0012010-01-01MARK TSIAMES2011-09-20

Plan Statistics for AT HOME CARE 403(B) PLAN

401k plan membership statisitcs for AT HOME CARE 403(B) PLAN

Measure Date Value
2022: AT HOME CARE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01112
Total number of active participants reported on line 7a of the Form 55002022-01-0170
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0134
Total of all active and inactive participants2022-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01104
Number of participants with account balances2022-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AT HOME CARE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01114
Total number of active participants reported on line 7a of the Form 55002021-01-0168
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01112
Number of participants with account balances2021-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AT HOME CARE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01115
Total number of active participants reported on line 7a of the Form 55002020-01-0169
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01114
Number of participants with account balances2020-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AT HOME CARE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01124
Total number of active participants reported on line 7a of the Form 55002019-01-0184
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01115
Number of participants with account balances2019-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AT HOME CARE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01139
Total number of active participants reported on line 7a of the Form 55002018-01-0197
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01123
Number of participants with account balances2018-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on AT HOME CARE 403(B) PLAN

Measure Date Value
2022 : AT HOME CARE 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-743,294
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$127,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$124,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$218,439
Value of total assets at end of year2022-12-31$3,392,080
Value of total assets at beginning of year2022-12-31$4,262,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,478
Total interest from all sources2022-12-31$1,767
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$187,530
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$187,530
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$168,500
Participant contributions at end of year2022-12-31$21,748
Participant contributions at beginning of year2022-12-31$35,276
Administrative expenses (other) incurred2022-12-31$2,478
Total non interest bearing cash at end of year2022-12-31$17,360
Total non interest bearing cash at beginning of year2022-12-31$2,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-870,768
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,392,080
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,262,848
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$3,249,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,191,830
Value of interest in pooled separate accounts at end of year2022-12-31$56,915
Interest on participant loans2022-12-31$1,138
Interest earned on other investments2022-12-31$113
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$38,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$33,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$33,209
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$516
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,140,051
Net investment gain/loss from pooled separate accounts2022-12-31$-10,979
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$49,939
Employer contributions (assets) at end of year2022-12-31$4,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$124,996
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 name2022-12-31BONADIO & CO., LLP
Accountancy firm EIN2022-12-31161131146
2021 : AT HOME CARE 403(B) 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$853,145
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$665,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$663,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$209,812
Value of total assets at end of year2021-12-31$4,262,848
Value of total assets at beginning of year2021-12-31$4,075,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,098
Total interest from all sources2021-12-31$978
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$252,420
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$252,420
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$160,995
Participant contributions at end of year2021-12-31$35,276
Participant contributions at beginning of year2021-12-31$14,406
Administrative expenses (other) incurred2021-12-31$2,098
Total non interest bearing cash at end of year2021-12-31$2,533
Total non interest bearing cash at beginning of year2021-12-31$743
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$187,253
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,262,848
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,075,595
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$4,191,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,029,063
Interest on participant loans2021-12-31$970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$33,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$31,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$31,383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$389,935
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$48,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$663,794
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 name2021-12-31BONADIO & CO., LLP
Accountancy firm EIN2021-12-31161131146
2020 : AT HOME CARE 403(B) 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$836,390
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$245,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$243,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$189,873
Value of total assets at end of year2020-12-31$4,075,595
Value of total assets at beginning of year2020-12-31$3,484,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,765
Total interest from all sources2020-12-31$1,072
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$144,005
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$144,005
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$385,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$141,958
Participant contributions at end of year2020-12-31$14,406
Participant contributions at beginning of year2020-12-31$32,940
Administrative expenses (other) incurred2020-12-31$1,765
Total non interest bearing cash at end of year2020-12-31$743
Total non interest bearing cash at beginning of year2020-12-31$260
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$590,900
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,075,595
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,484,695
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$4,029,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,414,523
Interest on participant loans2020-12-31$962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$31,383
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$36,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$36,972
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$501,440
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$47,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$243,725
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BONADIO & CO., LLP
Accountancy firm EIN2020-12-31161131146
2019 : AT HOME CARE 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$959,254
Total income from all sources (including contributions)2019-12-31$959,254
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$305,059
Total of all expenses incurred2019-12-31$305,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$303,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$303,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$255,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$255,286
Value of total assets at end of year2019-12-31$3,484,695
Value of total assets at end of year2019-12-31$3,484,695
Value of total assets at beginning of year2019-12-31$2,830,500
Value of total assets at beginning of year2019-12-31$2,830,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,294
Total interest from all sources2019-12-31$3,251
Total interest from all sources2019-12-31$3,251
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$118,405
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$118,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$118,405
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$118,405
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$80,000
Value of fidelity bond cover2019-12-31$80,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$186,430
Contributions received from participants2019-12-31$186,430
Participant contributions at end of year2019-12-31$32,940
Participant contributions at end of year2019-12-31$32,940
Participant contributions at beginning of year2019-12-31$63,015
Participant contributions at beginning of year2019-12-31$63,015
Administrative expenses (other) incurred2019-12-31$1,294
Administrative expenses (other) incurred2019-12-31$1,294
Total non interest bearing cash at end of year2019-12-31$260
Total non interest bearing cash at end of year2019-12-31$260
Total non interest bearing cash at beginning of year2019-12-31$11,772
Total non interest bearing cash at beginning of year2019-12-31$11,772
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
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$654,195
Value of net income/loss2019-12-31$654,195
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,484,695
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,484,695
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,830,500
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,830,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$3,414,523
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,414,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,725,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,725,892
Interest on participant loans2019-12-31$2,601
Interest on participant loans2019-12-31$2,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$36,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$36,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$29,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$29,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$29,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$29,821
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$582,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$582,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$68,856
Contributions received in cash from employer2019-12-31$68,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$303,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$303,765
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm EIN2019-12-31161131146
Accountancy firm EIN2019-12-31161131146
2018 : AT HOME CARE 403(B) 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$136,398
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$488,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$486,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$306,208
Value of total assets at end of year2018-12-31$2,830,500
Value of total assets at beginning of year2018-12-31$3,182,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,680
Total interest from all sources2018-12-31$2,865
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$180,143
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$180,143
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$80,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$214,810
Participant contributions at end of year2018-12-31$63,015
Participant contributions at beginning of year2018-12-31$42,400
Participant contributions at beginning of year2018-12-31$11,641
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,517
Administrative expenses (other) incurred2018-12-31$2,680
Total non interest bearing cash at end of year2018-12-31$11,772
Total non interest bearing cash at beginning of year2018-12-31$167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-352,322
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,830,500
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,182,822
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$2,725,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,108,175
Interest on participant loans2018-12-31$2,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$29,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$19,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$19,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-352,818
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$88,881
Employer contributions (assets) at beginning of year2018-12-31$866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$486,040
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 name2018-12-31BONADIO & CO., LLP
Accountancy firm EIN2018-12-31161131146

Form 5500 Responses for AT HOME CARE 403(B) PLAN

2022: AT HOME CARE 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AT HOME CARE 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AT HOME CARE 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AT HOME CARE 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AT HOME CARE 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number745628-01
Policy instance 1
Insurance contract or identification number745628-01
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $206
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $103
Insurance broker organization code?3

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