Logo

CARING HEART 401K PLAN 401k Plan overview

Plan NameCARING HEART 401K PLAN
Plan identification number 001

CARING HEART 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

CARING HEART LLC has sponsored the creation of one or more 401k plans.

Company Name:CARING HEART LLC
Employer identification number (EIN):201583565
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARING HEART 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NATHANIEL NAVARRO2024-06-07
0012022-01-01NATHANIEL NAVARRO2023-06-26
0012021-01-01NATHANIEL NAVARRO2022-05-25
0012020-01-01NATHANIEL NAVARRO2021-06-29
0012019-01-01NATHANIEL NAVARRO2021-03-25
0012018-01-01NATHANIEL NAVARRO2019-08-22
0012017-01-01NATHANIEL NAVARRO2018-07-06
0012016-01-01NATHANIEL NAVARRO2017-06-20
0012015-01-01NATHANIEL NAVARRO2016-06-13
0012014-01-01NATHANIEL NAVARRO2015-07-10
0012013-01-01NATHANIEL NAVARRO2014-05-23
0012012-01-01NATHANIEL NAVARRO2013-06-10
0012011-01-01NATHANIEL NAVARRO2013-06-20
0012010-01-01NATHANIEL NAVARRO2011-06-08
0012009-01-01NATHANIEL NAVARRO

Financial Data on CARING HEART 401K PLAN

Measure Date Value
2025 : CARING HEART 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-100
Total liabilities as of the end of the plan year2025-10-100
Total liabilities as of the beginning of the plan year2025-10-100
Total expenses incurred by plan in this plan year2025-10-1024817
Net assets as of the end of the plan year2025-10-10287986
Total assets as of the beginning of the plan year2025-10-10235302
Value of plan covered by a fidelity bond2025-10-101000000
Participant contributions to plan in this plan year2025-10-1031328
Value of participant loans at end of plan year2025-10-102603
Other expenses paid from plan in this plan year2025-10-100
Other contributions to plan in this plan year2025-10-100
Other income to plan in this plan year2025-10-1029214
Plan net income in this plan year2025-10-1052684
Net assets as of the end of the plan year2025-10-10287986
Net assets as of the beginning of the plan year2025-10-10235302
Employer contributions to plan in this plan year2025-10-1016959
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-101422
2024 : CARING HEART 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-073315
Net assets as of the end of the plan year2024-06-07235302
Total assets as of the beginning of the plan year2024-06-07149830
Value of plan covered by a fidelity bond2024-06-0715000
Participant contributions to plan in this plan year2024-06-0739695
Value of participant loans at end of plan year2024-06-0710202
Other income to plan in this plan year2024-06-0729035
Plan net income in this plan year2024-06-0785472
Net assets as of the end of the plan year2024-06-07235302
Net assets as of the beginning of the plan year2024-06-07149830
Employer contributions to plan in this plan year2024-06-0720057
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-07360
2022 : CARING HEART 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-254156
Net assets as of the end of the plan year2022-05-25149858
Total assets as of the beginning of the plan year2022-05-2594667
Value of plan covered by a fidelity bond2022-05-2510000
Participant contributions to plan in this plan year2022-05-2538863
Value of participant loans at end of plan year2022-05-250
Other income to plan in this plan year2022-05-2520484
Plan net income in this plan year2022-05-2555191
Net assets as of the end of the plan year2022-05-25149858
Net assets as of the beginning of the plan year2022-05-2594667
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-25235

Form 5500 Responses for CARING HEART 401K PLAN

2009: CARING HEART 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1