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HOSPICE OF SOUTHWEST OHIO 401K PLAN 401k Plan overview

Plan NameHOSPICE OF SOUTHWEST OHIO 401K PLAN
Plan identification number 001

HOSPICE OF SOUTHWEST OHIO 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.
  • 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

HOSPICE OF SOUTHWEST OHIO has sponsored the creation of one or more 401k plans.

Company Name:HOSPICE OF SOUTHWEST OHIO
Employer identification number (EIN):202304600
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOSPICE OF SOUTHWEST OHIO 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VERONICA STERLING2024-10-15
0012022-01-01VERONICA STERLING2023-10-30
0012021-01-01DAVID P WALSH2022-06-02 DAVID P WALSH2022-06-02
0012020-01-01DAVID WALSH2021-07-02 DAVID WALSH2021-07-02
0012018-01-01DAVID WALSH2019-06-25
0012017-01-01DAVID WALSH2018-07-17 DAVID WALSH2018-07-17
0012016-01-01OLIVIA NELSON2017-06-14 OLIVIA NELSON2017-06-14
0012014-01-01OLIVIA NELSON
0012013-01-01BETTY BARNETT BETTY BARNETT2014-07-08
0012012-01-01BETTY BARNETT BETTY BARNETT2013-06-05
0012011-01-01BETTY BARNETT
0012010-01-01BETTY BARNETT
0012009-08-01BETTY BARNETT

Plan Statistics for HOSPICE OF SOUTHWEST OHIO 401K PLAN

401k plan membership statisitcs for HOSPICE OF SOUTHWEST OHIO 401K PLAN

Measure Date Value
2025: HOSPICE OF SOUTHWEST OHIO 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-2970
Total number of particpants at end of year2025-09-2972
Number of Participants With Account Balances2025-09-2952
2024: HOSPICE OF SOUTHWEST OHIO 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1567
Total number of particpants at end of year2024-10-1566
Number of Participants With Account Balances2024-10-1553
2014: HOSPICE OF SOUTHWEST OHIO 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01117
Total number of active participants reported on line 7a of the Form 55002014-01-0162
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0171
Total of all active and inactive participants2014-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01133
Number of participants with account balances2014-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0134
2013: HOSPICE OF SOUTHWEST OHIO 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01116
Total number of active participants reported on line 7a of the Form 55002013-01-0171
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0160
Total of all active and inactive participants2013-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01132
Number of participants with account balances2013-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0136
2012: HOSPICE OF SOUTHWEST OHIO 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01114
Total number of active participants reported on line 7a of the Form 55002012-01-0174
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0156
Total of all active and inactive participants2012-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01131
Number of participants with account balances2012-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0143
2011: HOSPICE OF SOUTHWEST OHIO 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01104
Total number of active participants reported on line 7a of the Form 55002011-01-0195
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01112
Number of participants with account balances2011-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HOSPICE OF SOUTHWEST OHIO 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0191
Total number of active participants reported on line 7a of the Form 55002010-01-0198
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0198
Number of participants with account balances2010-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HOSPICE OF SOUTHWEST OHIO 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-0182
Total number of active participants reported on line 7a of the Form 55002009-08-0194
Number of retired or separated participants receiving benefits2009-08-010
Number of other retired or separated participants entitled to future benefits2009-08-011
Total of all active and inactive participants2009-08-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-010
Total participants2009-08-0195
Number of participants with account balances2009-08-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-010

Financial Data on HOSPICE OF SOUTHWEST OHIO 401K PLAN

Measure Date Value
2025 : HOSPICE OF SOUTHWEST OHIO 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-29124825
Net assets as of the end of the plan year2025-09-29836078
Total assets as of the beginning of the plan year2025-09-29754337
Value of plan covered by a fidelity bond2025-09-291000000
Participant contributions to plan in this plan year2025-09-29107131
Value of participant loans at end of plan year2025-09-2911125
Other contributions to plan in this plan year2025-09-2916137
Other income to plan in this plan year2025-09-2983298
Plan net income in this plan year2025-09-2981741
Net assets as of the end of the plan year2025-09-29836078
Net assets as of the beginning of the plan year2025-09-29754337
Fees paid to broker by Benefit Provider2025-09-29739
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-299112
2024 : HOSPICE OF SOUTHWEST OHIO 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1562394
Net assets as of the end of the plan year2024-10-15754337
Total assets as of the beginning of the plan year2024-10-15623945
Value of plan covered by a fidelity bond2024-10-151000000
Participant contributions to plan in this plan year2024-10-1597771
Value of participant loans at end of plan year2024-10-1514962
Other contributions to plan in this plan year2024-10-1516141
Other income to plan in this plan year2024-10-1578874
Plan net income in this plan year2024-10-15130392
Net assets as of the end of the plan year2024-10-15754337
Net assets as of the beginning of the plan year2024-10-15623945
Fees paid to broker by Benefit Provider2024-10-151606
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-154588
2014 : HOSPICE OF SOUTHWEST OHIO 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$120,249
Expenses. Total of all expenses incurred2014-12-31$93,358
Benefits paid (including direct rollovers)2014-12-31$91,620
Total plan assets at end of year2014-12-31$500,045
Total plan assets at beginning of year2014-12-31$473,154
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$93,902
Expenses. Other expenses not covered elsewhere2014-12-31$1,738
Contributions received from other sources (not participants or employers)2014-12-31$23,017
Other income received2014-12-31$3,330
Net income (gross income less expenses)2014-12-31$26,891
Net plan assets at end of year (total assets less liabilities)2014-12-31$500,045
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$473,154
Assets. Value of participant loans2014-12-31$6,600
Total contributions received or receivable from employer(s)2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : HOSPICE OF SOUTHWEST OHIO 401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$155,557
Expenses. Total of all expenses incurred2013-12-31$62,984
Benefits paid (including direct rollovers)2013-12-31$62,444
Total plan assets at end of year2013-12-31$473,154
Total plan assets at beginning of year2013-12-31$380,581
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$112,302
Expenses. Other expenses not covered elsewhere2013-12-31$540
Contributions received from other sources (not participants or employers)2013-12-31$5,353
Other income received2013-12-31$37,902
Net income (gross income less expenses)2013-12-31$92,573
Net plan assets at end of year (total assets less liabilities)2013-12-31$473,154
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$380,581
Assets. Value of participant loans2013-12-31$12,599
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : HOSPICE OF SOUTHWEST OHIO 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$152,403
Expenses. Total of all expenses incurred2012-12-31$57,693
Benefits paid (including direct rollovers)2012-12-31$57,277
Total plan assets at end of year2012-12-31$380,580
Total plan assets at beginning of year2012-12-31$285,870
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$119,954
Expenses. Other expenses not covered elsewhere2012-12-31$416
Other income received2012-12-31$32,449
Net income (gross income less expenses)2012-12-31$94,710
Net plan assets at end of year (total assets less liabilities)2012-12-31$380,580
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$285,870
Assets. Value of participant loans2012-12-31$3,981
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : HOSPICE OF SOUTHWEST OHIO 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$124,022
Expenses. Total of all expenses incurred2011-12-31$54,038
Benefits paid (including direct rollovers)2011-12-31$53,596
Total plan assets at end of year2011-12-31$284,854
Total plan assets at beginning of year2011-12-31$214,870
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$124,902
Expenses. Other expenses not covered elsewhere2011-12-31$442
Contributions received from other sources (not participants or employers)2011-12-31$934
Other income received2011-12-31$-8,846
Net income (gross income less expenses)2011-12-31$69,984
Net plan assets at end of year (total assets less liabilities)2011-12-31$284,854
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$214,870
Assets. Value of participant loans2011-12-31$4,337
Total contributions received or receivable from employer(s)2011-12-31$7,032
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : HOSPICE OF SOUTHWEST OHIO 401K PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$158,810
Expenses. Total of all expenses incurred2010-12-31$7,069
Benefits paid (including direct rollovers)2010-12-31$6,901
Total plan assets at end of year2010-12-31$214,870
Total plan assets at beginning of year2010-12-31$63,129
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$117,358
Expenses. Other expenses not covered elsewhere2010-12-31$168
Contributions received from other sources (not participants or employers)2010-12-31$16,659
Other income received2010-12-31$18,521
Net income (gross income less expenses)2010-12-31$151,741
Net plan assets at end of year (total assets less liabilities)2010-12-31$214,870
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$63,129
Assets. Value of participant loans2010-12-31$2,000
Total contributions received or receivable from employer(s)2010-12-31$6,272
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : HOSPICE OF SOUTHWEST OHIO 401K PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for HOSPICE OF SOUTHWEST OHIO 401K PLAN

2014: HOSPICE OF SOUTHWEST OHIO 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: HOSPICE OF SOUTHWEST OHIO 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: HOSPICE OF SOUTHWEST OHIO 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: HOSPICE OF SOUTHWEST OHIO 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: HOSPICE OF SOUTHWEST OHIO 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: HOSPICE OF SOUTHWEST OHIO 401K PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01First time form 5500 has been submittedYes
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-813943
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-813943
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-813943
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-813943
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-813943
Policy instance 1

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