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TAX DEFERRED ANNUITY PLAN OF VALLEY HEALTH CARE CORPORATION 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF VALLEY HEALTH CARE CORPORATION
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF VALLEY HEALTH CARE CORPORATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

COMMUNITY VISITING NURSE ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY VISITING NURSE ASSOCIATION
Employer identification number (EIN):222975002
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF VALLEY HEALTH CARE CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ALYCE BROPHY2024-10-07 ALYCE BROPHY2024-10-07
0022022-01-01ALYCE BROPHY2023-09-27 ALYCE BROPHY2023-09-27
0022021-01-01ALYCE BROPHY2022-09-27 ALYCE BROPHY2022-09-27
0022021-01-01ALYCE BROPHY2022-09-27 ALYCE BROPHY2022-09-27
0022020-01-01ALYCE BROPHY2021-09-13 ALYCE BROPHY2021-09-13
0022019-01-01ALYCE BROPHY2020-09-17 ALYCE BROPHY2020-09-17
0022018-01-01ALYCE BROPHY2019-07-24 ALYCE BROPHY2019-07-24
0022017-01-01ALYCE BROPHY2018-06-11 ALYCE BROPHY2018-06-11
0022016-01-01ALYCE BROPHY2017-07-13 ALYCE BROPHY2017-07-13
0022013-01-01ALYCE BROPHY2014-08-25 ALYCE BROPHY2014-08-25
0022012-01-01ALYCE BROPHY2013-09-25 ALYCE BROPHY2013-09-25
0022011-01-01ALYCE BROPHY2012-10-02 ALYCE BROPHY2012-10-02
0022010-01-01ALYCE BROPHY2011-06-07 ALYCE BROPHY2011-06-07
0022009-01-01ALYCE BROPHY ALYCE BROPHY2010-09-14

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF VALLEY HEALTH CARE CORPORATION

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF VALLEY HEALTH CARE CORPORATION

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF VALLEY HEALTH CARE CORPORATION 2025 401k membership
Total number of particpants at beginning of year2025-06-0969
Total number of particpants at end of year2025-06-0981
Number of Participants With Account Balances2025-06-0967
2024: TAX DEFERRED ANNUITY PLAN OF VALLEY HEALTH CARE CORPORATION 2024 401k membership
Total number of particpants at beginning of year2024-10-0974
Total number of particpants at end of year2024-10-0969
Number of Participants With Account Balances2024-10-0968
2022: TAX DEFERRED ANNUITY PLAN OF VALLEY HEALTH CARE CORPORATION 2022 401k membership
Total number of particpants at beginning of year2022-10-1083
Total number of particpants at end of year2022-10-1078
Number of Participants With Account Balances2022-10-1078
2009: TAX DEFERRED ANNUITY PLAN OF VALLEY HEALTH CARE CORPORATION 2009 401k membership
Total participants, beginning-of-year2009-01-0156
Total number of active participants reported on line 7a of the Form 55002009-01-0138
Number of retired or separated participants receiving benefits2009-01-0119
Total of all active and inactive participants2009-01-0157
Total participants2009-01-0157

Financial Data on TAX DEFERRED ANNUITY PLAN OF VALLEY HEALTH CARE CORPORATION

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF VALLEY HEALTH CARE CORPORATION 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-09417043
Net assets as of the end of the plan year2025-06-093658390
Total assets as of the beginning of the plan year2025-06-093575125
Value of plan covered by a fidelity bond2025-06-09500000
Participant contributions to plan in this plan year2025-06-09118093
Other contributions to plan in this plan year2025-06-0925086
Other income to plan in this plan year2025-06-09357129
Plan net income in this plan year2025-06-0983265
Net assets as of the end of the plan year2025-06-093658390
Net assets as of the beginning of the plan year2025-06-093575125
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-09441
2024 : TAX DEFERRED ANNUITY PLAN OF VALLEY HEALTH CARE CORPORATION 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-09216318
Net assets as of the end of the plan year2024-10-093575125
Total assets as of the beginning of the plan year2024-10-093243973
Value of plan covered by a fidelity bond2024-10-09500000
Participant contributions to plan in this plan year2024-10-09131869
Other income to plan in this plan year2024-10-09415601
Plan net income in this plan year2024-10-09331152
Net assets as of the end of the plan year2024-10-093575125
Net assets as of the beginning of the plan year2024-10-093243973
Fees paid to broker by Benefit Provider2024-10-09178
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-09178
2022 : TAX DEFERRED ANNUITY PLAN OF VALLEY HEALTH CARE CORPORATION 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-10472260
Net assets as of the end of the plan year2022-10-103674994
Total assets as of the beginning of the plan year2022-10-103660033
Value of plan covered by a fidelity bond2022-10-10500000
Participant contributions to plan in this plan year2022-10-10121797
Value of participant loans at end of plan year2022-10-101740
Other income to plan in this plan year2022-10-10365424
Plan net income in this plan year2022-10-1014961
Net assets as of the end of the plan year2022-10-103674994
Net assets as of the beginning of the plan year2022-10-103660033
Fees paid to broker by Benefit Provider2022-10-10488
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-10726

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF VALLEY HEALTH CARE CORPORATION

2009: TAX DEFERRED ANNUITY PLAN OF VALLEY HEALTH CARE CORPORATION 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Potentially related plans

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