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MID ATLANTIC HOME HEALTH, LLC RETIREMENT PLAN 401k Plan overview

Plan NameMID ATLANTIC HOME HEALTH, LLC RETIREMENT PLAN
Plan identification number 001

MID ATLANTIC HOME HEALTH, LLC 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.
  • 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

MID ATLANTIC HOME HEALTH, LLC has sponsored the creation of one or more 401k plans.

Company Name:MID ATLANTIC HOME HEALTH, LLC
Employer identification number (EIN):202910401
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MID ATLANTIC HOME HEALTH, LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01SAMUEL PERONE2023-09-25
0012021-01-01SAMUEL PERONE2022-10-17
0012021-01-01SAMUEL PERONE2023-02-28
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01SAM PERONE2013-07-03 SAM PERONE2013-07-03
0012011-01-01SAMUEL PERONE2012-10-01 SAMUEL PERONE2012-10-01
0012010-01-01SAMUEL PERONE2011-10-14

Financial Data on MID ATLANTIC HOME HEALTH, LLC RETIREMENT PLAN

Measure Date Value
2025 : MID ATLANTIC HOME HEALTH, LLC RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-11-205745
Total expenses incurred by plan in this plan year2025-11-2056311
Net assets as of the end of the plan year2025-11-204937440
Total assets as of the beginning of the plan year2025-11-204085880
Value of plan covered by a fidelity bond2025-11-20408590
Participant contributions to plan in this plan year2025-11-20272805
Value of participant loans at end of plan year2025-11-2023483
Other income to plan in this plan year2025-11-20640811
Plan net income in this plan year2025-11-20857305
Net assets as of the end of the plan year2025-11-204937440
Net assets as of the beginning of the plan year2025-11-204080135
Expensese paid to adminstrative service provicers from plan in this plan year2025-11-202013
2024 : MID ATLANTIC HOME HEALTH, LLC RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2840118
Net assets as of the end of the plan year2024-06-284913957
Total assets as of the beginning of the plan year2024-06-284080135
Value of plan covered by a fidelity bond2024-06-28408590
Participant contributions to plan in this plan year2024-06-28272805
Value of participant loans at end of plan year2024-06-287290
Other income to plan in this plan year2024-06-28601135
Plan net income in this plan year2024-06-28833822
Net assets as of the end of the plan year2024-06-284913957
Net assets as of the beginning of the plan year2024-06-284080135
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-282013
2022 : MID ATLANTIC HOME HEALTH, LLC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,745
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-468,137
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$51,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$48,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$267,435
Value of total assets at end of year2022-12-31$4,085,880
Value of total assets at beginning of year2022-12-31$4,599,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,679
Total interest from all sources2022-12-31$-735,572
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$300,000
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$234,708
Participant contributions at end of year2022-12-31$36,851
Participant contributions at beginning of year2022-12-31$35,561
Participant contributions at end of year2022-12-31$8,261
Participant contributions at beginning of year2022-12-31$48,496
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$32,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$5,745
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-519,147
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,080,135
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,599,282
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$1,659,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,868,149
Interest on participant loans2022-12-31$1,506
Income. Interest from corporate debt instruments2022-12-31$-737,728
Value of interest in common/collective trusts at end of year2022-12-31$2,305,738
Value of interest in common/collective trusts at beginning of year2022-12-31$2,516,751
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$75,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$129,387
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$48,331
Contract administrator fees2022-12-31$2,679
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 name2022-12-31BARATZ & ASSOCIATES, P.A.
Accountancy firm EIN2022-12-31222212404
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$5,745
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-468,137
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$51,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$48,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$267,435
Value of total assets at end of year2022-01-01$4,085,880
Value of total assets at beginning of year2022-01-01$4,599,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$2,679
Total interest from all sources2022-01-01$-735,572
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$300,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$234,708
Participant contributions at end of year2022-01-01$36,851
Participant contributions at beginning of year2022-01-01$35,561
Participant contributions at end of year2022-01-01$8,261
Participant contributions at beginning of year2022-01-01$48,496
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$32,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$5,745
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$0
Total non interest bearing cash at end of year2022-01-01$0
Total non interest bearing cash at beginning of year2022-01-01$938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-519,147
Value of net assets at end of year (total assets less liabilities)2022-01-01$4,080,135
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$4,599,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$1,659,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$1,868,149
Interest on participant loans2022-01-01$1,506
Income. Interest from corporate debt instruments2022-01-01$-737,728
Value of interest in common/collective trusts at end of year2022-01-01$2,305,738
Value of interest in common/collective trusts at beginning of year2022-01-01$2,516,751
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$75,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$129,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$48,331
Contract administrator fees2022-01-01$2,679
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BARATZ & ASSOCIATES, P.A.
Accountancy firm EIN2022-01-01222212404
2021 : MID ATLANTIC HOME HEALTH, LLC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$737,402
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$108,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$105,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$219,654
Value of total assets at end of year2021-12-31$4,550,786
Value of total assets at beginning of year2021-12-31$3,922,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,363
Total interest from all sources2021-12-31$517,748
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$300,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$219,654
Participant contributions at end of year2021-12-31$36,500
Participant contributions at beginning of year2021-12-31$56,272
Participant contributions at end of year2021-12-31$48,496
Participant contributions at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$938
Total non interest bearing cash at beginning of year2021-12-31$0
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$628,729
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,550,786
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,922,057
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$1,868,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,579,114
Value of interest in pooled separate accounts at end of year2021-12-31$4,514,286
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,865,785
Interest on participant loans2021-12-31$2,557
Income. Interest from corporate debt instruments2021-12-31$513,194
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$129,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$193,437
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$105,310
Contract administrator fees2021-12-31$3,363
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 name2021-12-31BARATZ & ASSOCIATES, P.A.
Accountancy firm EIN2021-12-31222212404

Form 5500 Responses for MID ATLANTIC HOME HEALTH, LLC RETIREMENT PLAN

2022: MID ATLANTIC HOME HEALTH, LLC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained 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: MID ATLANTIC HOME HEALTH, LLC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number759731-01
Policy instance 1
Insurance contract or identification number759731-01
Number of Individuals Covered51
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,362
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-843553
Policy instance 1

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