HOSPICE OF CENTRAL PENNSYLVANIA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HOSPICE OF CENTRAL PA 403(B) GROUP ANNUITY
Measure | Date | Value |
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2022 : HOSPICE OF CENTRAL PA 403(B) GROUP ANNUITY 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 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 | $-522,677 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $482,051 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $480,666 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $623,536 |
Value of total assets at end of year | 2022-12-31 | $6,670,772 |
Value of total assets at beginning of year | 2022-12-31 | $7,675,500 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,385 |
Total interest from all sources | 2022-12-31 | $1,684 |
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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $975,000 |
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 | $373,605 |
Participant contributions at end of year | 2022-12-31 | $54,457 |
Participant contributions at beginning of year | 2022-12-31 | $58,018 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $148,132 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $1,385 |
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 |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-1,004,728 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,670,772 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,675,500 |
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 |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,935,496 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,112,827 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $1,684 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $680,819 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $504,655 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,147,897 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
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 | $101,799 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $480,666 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2022-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BOYER & RITTER, LLC |
Accountancy firm EIN | 2022-12-31 | 231311005 |
2021 : HOSPICE OF CENTRAL PA 403(B) GROUP ANNUITY 2021 401k financial data |
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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 | $1,653,951 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,678,608 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,676,492 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $663,865 |
Value of total assets at end of year | 2021-12-31 | $7,675,500 |
Value of total assets at beginning of year | 2021-12-31 | $7,700,157 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,116 |
Total interest from all sources | 2021-12-31 | $4,916 |
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 year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $395,360 |
Participant contributions at end of year | 2021-12-31 | $58,018 |
Participant contributions at beginning of year | 2021-12-31 | $70,448 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $170,440 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $2,116 |
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 | $-24,657 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,675,500 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,700,157 |
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 | $7,112,827 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $7,216,900 |
Interest on participant loans | 2021-12-31 | $0 |
Interest earned on other investments | 2021-12-31 | $4,916 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $504,655 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $412,809 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $985,170 |
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 | $98,065 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,676,492 |
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 | BOYER & RITTER, LLC |
Accountancy firm EIN | 2021-12-31 | 231311005 |
2020 : HOSPICE OF CENTRAL PA 403(B) GROUP ANNUITY 2020 401k financial data |
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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 | $1,522,638 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $986,344 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $984,337 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $551,315 |
Value of total assets at end of year | 2020-12-31 | $7,700,157 |
Value of total assets at beginning of year | 2020-12-31 | $7,163,863 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,007 |
Total interest from all sources | 2020-12-31 | $4,715 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $391,962 |
Participant contributions at end of year | 2020-12-31 | $70,448 |
Participant contributions at beginning of year | 2020-12-31 | $90,853 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $53,825 |
Other income not declared elsewhere | 2020-12-31 | $2 |
Administrative expenses (other) incurred | 2020-12-31 | $2,007 |
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 | $536,294 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,700,157 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,163,863 |
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 | $7,216,900 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,714,495 |
Interest on participant loans | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $4,715 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $412,809 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $358,515 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $966,606 |
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 | $105,528 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $984,337 |
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 | BOYER & RITTER LLC |
Accountancy firm EIN | 2020-12-31 | 231311005 |
2019 : HOSPICE OF CENTRAL PA 403(B) GROUP ANNUITY 2019 401k financial data |
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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 | $2,025,901 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $884,315 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $882,531 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $818,940 |
Value of total assets at end of year | 2019-12-31 | $7,163,863 |
Value of total assets at beginning of year | 2019-12-31 | $6,022,277 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,784 |
Total interest from all sources | 2019-12-31 | $7,765 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $975,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $392,181 |
Participant contributions at end of year | 2019-12-31 | $90,853 |
Participant contributions at beginning of year | 2019-12-31 | $87,949 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $333,281 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $1,784 |
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 | $1,141,586 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,163,863 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,022,277 |
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 | $6,714,495 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,553,401 |
Interest on participant loans | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $7,765 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $358,515 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $380,927 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,199,196 |
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 | $93,478 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $882,531 |
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 | BOYER 7 RITTER LLC |
Accountancy firm EIN | 2019-12-31 | 231311005 |
2018 : HOSPICE OF CENTRAL PA 403(B) GROUP ANNUITY 2018 401k financial data |
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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 | $71,257 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $499,033 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $497,466 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $469,410 |
Value of total assets at end of year | 2018-12-31 | $6,022,277 |
Value of total assets at beginning of year | 2018-12-31 | $6,450,053 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,567 |
Total interest from all sources | 2018-12-31 | $4,896 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $366,661 |
Participant contributions at end of year | 2018-12-31 | $87,949 |
Participant contributions at beginning of year | 2018-12-31 | $95,706 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $10,295 |
Other income not declared elsewhere | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $1,567 |
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 | $-427,776 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,022,277 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,450,053 |
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 | $5,553,401 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $5,955,152 |
Interest on participant loans | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $4,896 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $380,927 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $399,195 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-403,049 |
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 | $92,454 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $497,466 |
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 | BOYER & RITTER, LLC |
Accountancy firm EIN | 2018-12-31 | 231311005 |
2017 : HOSPICE OF CENTRAL PA 403(B) GROUP ANNUITY 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 | $1,406,758 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $87,018 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $84,238 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $1,293 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $624,794 |
Value of total assets at end of year | 2017-12-31 | $6,448,759 |
Value of total assets at beginning of year | 2017-12-31 | $5,129,019 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,487 |
Total interest from all sources | 2017-12-31 | $4,659 |
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 | $1,000,000 |
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 | $402,445 |
Participant contributions at end of year | 2017-12-31 | $94,412 |
Participant contributions at beginning of year | 2017-12-31 | $57,836 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $121,717 |
Other income not declared elsewhere | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $1,487 |
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 | $1,319,740 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,448,759 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,129,019 |
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 | $5,955,152 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,688,869 |
Interest on participant loans | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $4,659 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $399,195 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $382,314 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $777,305 |
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 | $100,632 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $84,238 |
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 | BOYER & RITTER, LLC |
Accountancy firm EIN | 2017-12-31 | 231311005 |
2016 : HOSPICE OF CENTRAL PA 403(B) GROUP ANNUITY 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $897,068 |
Total of all expenses incurred | 2016-12-31 | $345,633 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $344,138 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $502,861 |
Value of total assets at end of year | 2016-12-31 | $5,129,019 |
Value of total assets at beginning of year | 2016-12-31 | $4,577,584 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,495 |
Total interest from all sources | 2016-12-31 | $4,177 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
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 | $408,342 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $3,762 |
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 | $551,435 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,129,019 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,577,584 |
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 pooled separate accounts at end of year | 2016-12-31 | $4,688,869 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $4,228,819 |
Interest earned on other investments | 2016-12-31 | $4,177 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $440,150 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $348,765 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $390,030 |
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 | Yes |
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 | $90,757 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $344,138 |
Contract administrator fees | 2016-12-31 | $1,495 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
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 | BOYER & RITTER, LLC |
Accountancy firm EIN | 2016-12-31 | 231311005 |
2015 : HOSPICE OF CENTRAL PA 403(B) GROUP ANNUITY 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $545,540 |
Total of all expenses incurred | 2015-12-31 | $203,261 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $201,842 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $584,749 |
Value of total assets at end of year | 2015-12-31 | $4,577,584 |
Value of total assets at beginning of year | 2015-12-31 | $4,235,305 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,419 |
Total interest from all sources | 2015-12-31 | $3,299 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $368,345 |
Participant contributions at beginning of year | 2015-12-31 | $8,992 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $142,269 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $1 |
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 |
Value of net income/loss | 2015-12-31 | $342,279 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,577,584 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,235,305 |
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 pooled separate accounts at end of year | 2015-12-31 | $4,228,819 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $3,834,711 |
Interest earned on other investments | 2015-12-31 | $3,299 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $348,765 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $286,625 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-42,508 |
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 | Yes |
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 | $74,135 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $104,976 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $201,842 |
Contract administrator fees | 2015-12-31 | $1,419 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
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 | WAGGONER, FRUTIGER, & DAUB, LLP |
Accountancy firm EIN | 2015-12-31 | 231583249 |
2014 : HOSPICE OF CENTRAL PA 403(B) GROUP ANNUITY 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $982,241 |
Total of all expenses incurred | 2014-12-31 | $425,664 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $424,417 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $746,859 |
Value of total assets at end of year | 2014-12-31 | $4,235,305 |
Value of total assets at beginning of year | 2014-12-31 | $3,678,728 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,247 |
Total interest from all sources | 2014-12-31 | $2,812 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $316,107 |
Participant contributions at end of year | 2014-12-31 | $16,000 |
Participant contributions at beginning of year | 2014-12-31 | $17,854 |
Participant contributions at end of year | 2014-12-31 | $8,992 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $325,775 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $1 |
Other income not declared elsewhere | 2014-12-31 | $55 |
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 | $556,577 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,235,305 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,678,728 |
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 pooled separate accounts at end of year | 2014-12-31 | $3,825,827 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $3,272,102 |
Interest on participant loans | 2014-12-31 | $644 |
Interest earned on other investments | 2014-12-31 | $2,168 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $279,509 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $261,825 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $232,515 |
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 | Yes |
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 | $104,977 |
Employer contributions (assets) at end of year | 2014-12-31 | $104,976 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $126,947 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $424,417 |
Contract administrator fees | 2014-12-31 | $1,247 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
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 | WAGGONER, FRUTIGER, & DAUP, LLP |
Accountancy firm EIN | 2014-12-31 | 231583249 |
2013 : HOSPICE OF CENTRAL PA 403(B) GROUP ANNUITY 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $1,078,800 |
Total of all expenses incurred | 2013-12-31 | $149,087 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $148,017 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $547,758 |
Value of total assets at end of year | 2013-12-31 | $3,678,728 |
Value of total assets at beginning of year | 2013-12-31 | $2,749,015 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,070 |
Total interest from all sources | 2013-12-31 | $2,654 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $300,555 |
Participant contributions at end of year | 2013-12-31 | $17,854 |
Participant contributions at beginning of year | 2013-12-31 | $7,391 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $120,256 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $929,713 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,678,728 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,749,015 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $3,272,102 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $2,415,751 |
Interest on participant loans | 2013-12-31 | $521 |
Interest earned on other investments | 2013-12-31 | $2,133 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $261,825 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $210,091 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $528,388 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $126,947 |
Employer contributions (assets) at end of year | 2013-12-31 | $126,947 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $115,782 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $148,017 |
Contract administrator fees | 2013-12-31 | $1,070 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WAGGONER, FRUTIGER, & DAUB, LLP |
Accountancy firm EIN | 2013-12-31 | 231583249 |
2012 : HOSPICE OF CENTRAL PA 403(B) GROUP ANNUITY 2012 401k financial data |
---|
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,602 |
Total income from all sources (including contributions) | 2012-12-31 | $799,456 |
Total of all expenses incurred | 2012-12-31 | $186,032 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $185,141 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $580,578 |
Value of total assets at end of year | 2012-12-31 | $2,749,015 |
Value of total assets at beginning of year | 2012-12-31 | $2,137,193 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $891 |
Total interest from all sources | 2012-12-31 | $3,719 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $271,657 |
Participant contributions at end of year | 2012-12-31 | $7,391 |
Participant contributions at beginning of year | 2012-12-31 | $7,943 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $194,436 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $1,602 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $613,424 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,749,015 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,135,591 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $2,415,751 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $1,689,534 |
Interest on participant loans | 2012-12-31 | $348 |
Interest earned on other investments | 2012-12-31 | $3,371 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $210,091 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $309,616 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $215,159 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $114,485 |
Employer contributions (assets) at end of year | 2012-12-31 | $115,782 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $130,100 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $185,141 |
Contract administrator fees | 2012-12-31 | $891 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WAGGONER, FRUTIGER & DAUB, LLP |
Accountancy firm EIN | 2012-12-31 | 231583249 |
2011 : HOSPICE OF CENTRAL PA 403(B) GROUP ANNUITY 2011 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,602 |
Total income from all sources (including contributions) | 2011-12-31 | $527,122 |
Total of all expenses incurred | 2011-12-31 | $172,439 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $165,499 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $4,847 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $594,852 |
Value of total assets at end of year | 2011-12-31 | $2,137,193 |
Value of total assets at beginning of year | 2011-12-31 | $1,780,908 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,093 |
Total interest from all sources | 2011-12-31 | $4,167 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $163,101 |
Participant contributions at end of year | 2011-12-31 | $7,943 |
Participant contributions at beginning of year | 2011-12-31 | $6,397 |
Participant contributions at beginning of year | 2011-12-31 | $9,734 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $299,837 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $1,602 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $354,683 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,135,591 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,780,908 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $1,689,534 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $1,518,498 |
Interest on participant loans | 2011-12-31 | $296 |
Interest earned on other investments | 2011-12-31 | $3,871 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $309,616 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $120,892 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-71,897 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $131,914 |
Employer contributions (assets) at end of year | 2011-12-31 | $130,100 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $125,387 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $165,499 |
Contract administrator fees | 2011-12-31 | $2,093 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WAGGONER, FRUTIGER & DAUB, LLP |
Accountancy firm EIN | 2011-12-31 | 231583249 |
2010 : HOSPICE OF CENTRAL PA 403(B) GROUP ANNUITY 2010 401k financial data |
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Total income from all sources (including contributions) | 2010-12-31 | $423,017 |
Total of all expenses incurred | 2010-12-31 | $72,849 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $71,222 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $241,286 |
Value of total assets at end of year | 2010-12-31 | $1,780,908 |
Value of total assets at beginning of year | 2010-12-31 | $1,430,740 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,627 |
Total interest from all sources | 2010-12-31 | $3,607 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $115,899 |
Participant contributions at end of year | 2010-12-31 | $6,397 |
Participant contributions at beginning of year | 2010-12-31 | $4,847 |
Participant contributions at end of year | 2010-12-31 | $9,734 |
Participant contributions at beginning of year | 2010-12-31 | $7,609 |
Administrative expenses (other) incurred | 2010-12-31 | $158 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $350,168 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,780,908 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,430,740 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $1,518,498 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $1,216,382 |
Interest on participant loans | 2010-12-31 | $71 |
Interest earned on other investments | 2010-12-31 | $3,536 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $120,892 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $105,157 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $178,124 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $125,387 |
Employer contributions (assets) at end of year | 2010-12-31 | $125,387 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $96,745 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $71,222 |
Contract administrator fees | 2010-12-31 | $1,469 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WAGGONER, FRUTIGER & DAUB, LLP |
Accountancy firm EIN | 2010-12-31 | 231583249 |