401k Plan data: HOME AT HEART CARE, INC. 401(K) PLAN plan

HOME AT HEART CARE, INC. 401(K) PLAN 401k Plan overview

Plan Name	HOME AT HEART CARE, INC. 401(K) PLAN
Plan identification number	001

HOME AT HEART CARE, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

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

Company Name: HOME AT HEART CARE, INC.

Employer identification number (EIN): 208736804

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOME AT HEART CARE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 TROY MCQUOWN 2024-04-15 TROY MCQUOWN 2024-04-15
001 2022-01-01
001 2022-01-01 TROY MCQUOWN
001 2021-01-01
001 2021-01-01 TROY MCQUOWN
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TROY MCQUOWN
001 2016-01-01 TROY MCQUOWN
001 2015-01-01 TROY MCQUOWN
001 2014-01-01 TROY MCQUOWN
001 2013-01-01 TROY MCQUOWN 2014-12-01
001 2012-01-01 TROY MCQUOWN 2013-10-15
001 2011-01-01 TROY MCQUOWN 2012-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	TROY MCQUOWN	2024-04-15	TROY MCQUOWN	2024-04-15
001	2022-01-01
001	2022-01-01	TROY MCQUOWN
001	2021-01-01
001	2021-01-01	TROY MCQUOWN
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	TROY MCQUOWN
001	2016-01-01	TROY MCQUOWN
001	2015-01-01	TROY MCQUOWN
001	2014-01-01	TROY MCQUOWN
001	2013-01-01	TROY MCQUOWN	2014-12-01
001	2012-01-01	TROY MCQUOWN	2013-10-15
001	2011-01-01	TROY MCQUOWN	2012-10-15

Plan Statistics for HOME AT HEART CARE, INC. 401(K) PLAN

401k plan membership statisitcs for HOME AT HEART CARE, INC. 401(K) PLAN

Measure Date Value
2025: HOME AT HEART CARE, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-01-17 133
Total number of particpants at end of year 2025-01-17 115
Number of Participants With Account Balances 2025-01-17 22
2024: HOME AT HEART CARE, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-04-15 145
Total number of particpants at end of year 2024-04-15 129
Number of Participants With Account Balances 2024-04-15 22
2022: HOME AT HEART CARE, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 131
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 5
Total of all active and inactive participants 2022-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 136
Number of participants with account balances 2022-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: HOME AT HEART CARE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 128
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 6
Total of all active and inactive participants 2021-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 134
Number of participants with account balances 2021-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HOME AT HEART CARE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 132
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 140
Number of participants with account balances 2020-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HOME AT HEART CARE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 142
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 146
Number of participants with account balances 2019-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HOME AT HEART CARE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 138
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 143
Number of participants with account balances 2018-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HOME AT HEART CARE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 141
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 154
Number of participants with account balances 2017-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HOME AT HEART CARE, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 138
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 148
Number of participants with account balances 2016-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HOME AT HEART CARE, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 183
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 189
Number of participants with account balances 2015-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HOME AT HEART CARE, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 197
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 204
Number of participants with account balances 2014-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 21

Measure	Date	Value
2025: HOME AT HEART CARE, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-01-17	133
Total number of particpants at end of year	2025-01-17	115
Number of Participants With Account Balances	2025-01-17	22
2024: HOME AT HEART CARE, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-04-15	145
Total number of particpants at end of year	2024-04-15	129
Number of Participants With Account Balances	2024-04-15	22
2022: HOME AT HEART CARE, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	131
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	5
Total of all active and inactive participants	2022-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	136
Number of participants with account balances	2022-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: HOME AT HEART CARE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	128
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	6
Total of all active and inactive participants	2021-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	134
Number of participants with account balances	2021-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HOME AT HEART CARE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	132
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	140
Number of participants with account balances	2020-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HOME AT HEART CARE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	142
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	146
Number of participants with account balances	2019-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HOME AT HEART CARE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	138
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	143
Number of participants with account balances	2018-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HOME AT HEART CARE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	141
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	154
Number of participants with account balances	2017-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HOME AT HEART CARE, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	138
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	148
Number of participants with account balances	2016-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HOME AT HEART CARE, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	183
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	189
Number of participants with account balances	2015-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HOME AT HEART CARE, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	197
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	204
Number of participants with account balances	2014-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	21

Financial Data on HOME AT HEART CARE, INC. 401(K) PLAN

Measure	Date	Value
2025 : HOME AT HEART CARE, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-01-17	189060
Net assets as of the end of the plan year	2025-01-17	836993
Total assets as of the beginning of the plan year	2025-01-17	835815
Value of plan covered by a fidelity bond	2025-01-17	105000
Participant contributions to plan in this plan year	2025-01-17	44087
Other expenses paid from plan in this plan year	2025-01-17	0
Other income to plan in this plan year	2025-01-17	122537
Plan net income in this plan year	2025-01-17	1178
Net assets as of the end of the plan year	2025-01-17	836993
Net assets as of the beginning of the plan year	2025-01-17	835815
Employer contributions to plan in this plan year	2025-01-17	23614
Expensese paid to adminstrative service provicers from plan in this plan year	2025-01-17	7447
2024 : HOME AT HEART CARE, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-04-15	24516
Net assets as of the end of the plan year	2024-04-15	835815
Total assets as of the beginning of the plan year	2024-04-15	658820
Value of plan covered by a fidelity bond	2024-04-15	105000
Participant contributions to plan in this plan year	2024-04-15	45031
Other expenses paid from plan in this plan year	2024-04-15	0
Other income to plan in this plan year	2024-04-15	132650
Plan net income in this plan year	2024-04-15	176995
Net assets as of the end of the plan year	2024-04-15	835815
Net assets as of the beginning of the plan year	2024-04-15	658820
Employer contributions to plan in this plan year	2024-04-15	23830
Expensese paid to adminstrative service provicers from plan in this plan year	2024-04-15	6865
2022 : HOME AT HEART CARE, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-54,668
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$114,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$107,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$75,010
Value of total assets at end of year	2022-12-31	$658,820
Value of total assets at beginning of year	2022-12-31	$828,328
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$7,109
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$36,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$36,154
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$105,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$47,767
Participant contributions at end of year	2022-12-31	$915
Participant contributions at beginning of year	2022-12-31	$692
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,270
Administrative expenses (other) incurred	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-169,508
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$658,820
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$828,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$657,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$827,299
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-165,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$23,973
Employer contributions (assets) at end of year	2022-12-31	$447
Employer contributions (assets) at beginning of year	2022-12-31	$337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$107,731
Contract administrator fees	2022-12-31	$7,109
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
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	$-54,668
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$114,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$107,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$75,010
Value of total assets at end of year	2022-01-01	$658,820
Value of total assets at beginning of year	2022-01-01	$828,328
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$7,109
Total interest from all sources	2022-01-01	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$36,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$36,154
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$105,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$47,767
Participant contributions at end of year	2022-01-01	$915
Participant contributions at beginning of year	2022-01-01	$692
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$3,270
Administrative expenses (other) incurred	2022-01-01	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-169,508
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$658,820
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$828,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$657,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$827,299
Value of interest in common/collective trusts at beginning of year	2022-01-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-165,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$23,973
Employer contributions (assets) at end of year	2022-01-01	$447
Employer contributions (assets) at beginning of year	2022-01-01	$337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$107,731
Contract administrator fees	2022-01-01	$7,109
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-01-01	410746749
2021 : HOME AT HEART CARE, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$190,627
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$85,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$80,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$81,401
Value of total assets at end of year	2021-12-31	$828,328
Value of total assets at beginning of year	2021-12-31	$723,258
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$5,145
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$49,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$49,189
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$105,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$59,559
Participant contributions at end of year	2021-12-31	$692
Participant contributions at beginning of year	2021-12-31	$1,508
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$105,070
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$828,328
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$723,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$827,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$721,297
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$125
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$60,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$21,842
Employer contributions (assets) at end of year	2021-12-31	$337
Employer contributions (assets) at beginning of year	2021-12-31	$328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$80,412
Contract administrator fees	2021-12-31	$5,145
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : HOME AT HEART CARE, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$183,436
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$6,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$77
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$79,563
Value of total assets at end of year	2020-12-31	$723,258
Value of total assets at beginning of year	2020-12-31	$546,613
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$6,714
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$26,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$26,403
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$85,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$50,338
Participant contributions at end of year	2020-12-31	$1,508
Participant contributions at beginning of year	2020-12-31	$1,226
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$9,756
Administrative expenses (other) incurred	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$176,645
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$723,258
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$546,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$721,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$544,127
Value of interest in common/collective trusts at end of year	2020-12-31	$125
Value of interest in common/collective trusts at beginning of year	2020-12-31	$518
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$77,463
Net investment gain or loss from common/collective trusts	2020-12-31	$7
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$19,469
Employer contributions (assets) at end of year	2020-12-31	$328
Employer contributions (assets) at beginning of year	2020-12-31	$742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$77
Contract administrator fees	2020-12-31	$6,714
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : HOME AT HEART CARE, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	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 income from all sources (including contributions)	2019-12-31	$152,018
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$74,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$67,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$56,813
Value of total assets at end of year	2019-12-31	$546,613
Value of total assets at beginning of year	2019-12-31	$469,562
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$7,685
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$95,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$95,195
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$75,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$38,386
Participant contributions at end of year	2019-12-31	$1,226
Participant contributions at beginning of year	2019-12-31	$5,291
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$77,051
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$546,613
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$469,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$544,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$460,576
Value of interest in common/collective trusts at end of year	2019-12-31	$518
Value of interest in common/collective trusts at beginning of year	2019-12-31	$509
Net investment gain or loss from common/collective trusts	2019-12-31	$10
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$18,427
Employer contributions (assets) at end of year	2019-12-31	$742
Employer contributions (assets) at beginning of year	2019-12-31	$3,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$67,282
Contract administrator fees	2019-12-31	$7,685
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : HOME AT HEART CARE, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$41,783
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$219,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$218,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$66,685
Value of total assets at end of year	2018-12-31	$469,562
Value of total assets at beginning of year	2018-12-31	$647,303
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$631
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$30,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$30,419
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$75,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$47,389
Participant contributions at end of year	2018-12-31	$5,291
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-177,741
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$469,562
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$647,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$460,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$647,303
Value of interest in common/collective trusts at end of year	2018-12-31	$509
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-55,324
Net investment gain or loss from common/collective trusts	2018-12-31	$3
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$19,064
Employer contributions (assets) at end of year	2018-12-31	$3,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$218,893
Contract administrator fees	2018-12-31	$631
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : HOME AT HEART CARE, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$156,955
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$50,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$50,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$76,545
Value of total assets at end of year	2017-12-31	$647,303
Value of total assets at beginning of year	2017-12-31	$540,681
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$300
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$50,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$56,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$106,622
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$647,303
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$540,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$647,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$540,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$80,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$20,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$50,033
Contract administrator fees	2017-12-31	$300
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : HOME AT HEART CARE, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$138,761
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$173
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$100,315
Value of total assets at end of year	2016-12-31	$540,681
Value of total assets at beginning of year	2016-12-31	$402,168
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$75
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$17,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$17,736
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$50,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$54,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$138,513
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$540,681
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$402,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$540,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$402,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$20,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$45,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$173
Contract administrator fees	2016-12-31	$75
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : HOME AT HEART CARE, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$63,343
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$24,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$22,365
Value of total corrective distributions	2015-12-31	$1,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$74,303
Value of total assets at end of year	2015-12-31	$402,168
Value of total assets at beginning of year	2015-12-31	$363,050
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$300
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$16,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$16,022
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$40,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$52,419
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$1,904
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$569
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$39,118
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$402,168
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$363,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$402,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$360,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-26,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$21,315
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$22,365
Contract administrator fees	2015-12-31	$300
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : HOME AT HEART CARE, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$98,289
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$65,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$64,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$74,347
Value of total assets at end of year	2014-12-31	$363,050
Value of total assets at beginning of year	2014-12-31	$329,788
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$325
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$13,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$13,876
Administrative expenses professional fees incurred	2014-12-31	$325
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$40,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$52,197
Participant contributions at end of year	2014-12-31	$741
Participant contributions at beginning of year	2014-12-31	$2,737
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$1,904
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$4,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$33,262
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$363,050
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$329,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$360,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$322,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$10,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$22,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$64,702
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2014-12-31	410746749

Form 5500 Responses for HOME AT HEART CARE, INC. 401(K) PLAN

2022: HOME AT HEART CARE, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HOME AT HEART CARE, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HOME AT HEART CARE, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HOME AT HEART CARE, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HOME AT HEART CARE, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HOME AT HEART CARE, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HOME AT HEART CARE, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HOME AT HEART CARE, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HOME AT HEART CARE, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HOME AT HEART CARE, INC.
Employer identification number (EIN):	208736804
NAIC Classification:	621610
NAIC Description:	Home Health Care Services