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HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 HEALTH SPECIALISTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOME HEALTH SPECIALISTS, INC.
Employer identification number (EIN):232328216
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about HOME HEALTH SPECIALISTS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2000-04-12
Company Identification Number: P00000036956
Legal Registered Office Address: 3150 SANDY RIDGE DR.

CLEARWATER

33761

More information about HOME HEALTH SPECIALISTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JULIA RACE2023-09-29
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01EDWARD RAIBURN EDWARD RAIBURN2018-09-10
0012016-01-01EDWARD RAIBURN EDWARD RAIBURN2017-08-31
0012015-01-01EDWARD RAIBURN2016-09-19 EDWARD RAIBURN2016-09-19
0012014-01-01EDWARD RAIBURN2015-10-01 EDWARD RAIBURN2015-10-01
0012013-01-01EDWARD RAIBURN EDWARD RAIBURN2014-10-06
0012012-01-01EDWARD RAIBURN
0012011-01-01EDWARD RAIBURN
0012009-01-01EDWARD RAIBURN

Plan Statistics for HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01154
Total number of active participants reported on line 7a of the Form 55002022-01-0174
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0184
Total of all active and inactive participants2022-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01158
Number of participants with account balances2022-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01129
Total number of active participants reported on line 7a of the Form 55002021-01-0181
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0155
Total of all active and inactive participants2021-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01136
Number of participants with account balances2021-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01129
Total number of active participants reported on line 7a of the Form 55002020-01-0191
Number of retired or separated participants receiving benefits2020-01-0131
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01122
Number of participants with account balances2020-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01149
Total number of active participants reported on line 7a of the Form 55002019-01-0187
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01123
Number of participants with account balances2019-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01146
Total number of active participants reported on line 7a of the Form 55002018-01-01112
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01149
Number of participants with account balances2018-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01118
Total number of active participants reported on line 7a of the Form 55002017-01-01110
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01146
Number of participants with account balances2017-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01121
Total number of active participants reported on line 7a of the Form 55002016-01-01100
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01118
Number of participants with account balances2016-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2013: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01110
Total number of active participants reported on line 7a of the Form 55002013-01-0183
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0194
Number of participants with account balances2013-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01122
Total number of active participants reported on line 7a of the Form 55002012-01-0198
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01110
Number of participants with account balances2012-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01117
Total number of active participants reported on line 7a of the Form 55002011-01-01115
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01122
Number of participants with account balances2011-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01115
Total number of active participants reported on line 7a of the Form 55002009-01-01121
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01136
Number of participants with account balances2009-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,219,018
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$175,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$164,782
Expenses. Certain deemed distributions of participant loans2022-12-31$8,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$316,180
Value of total assets at end of year2022-12-31$8,061,335
Value of total assets at beginning of year2022-12-31$9,456,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,063
Total interest from all sources2022-12-31$1,943
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,593
Administrative expenses professional fees incurred2022-12-31$3,063
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$250,306
Participant contributions at end of year2022-12-31$46,928
Participant contributions at beginning of year2022-12-31$51,942
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,394,977
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,061,335
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,456,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$7,588,757
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,850,901
Interest on participant loans2022-12-31$1,943
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$420,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$373,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,543,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$65,874
Employer contributions (assets) at end of year2022-12-31$5,018
Employer contributions (assets) at beginning of year2022-12-31$179,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$164,782
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2022-12-31232247478
2021 : HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,679,918
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,496,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,492,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$431,849
Value of total assets at end of year2021-12-31$9,456,312
Value of total assets at beginning of year2021-12-31$9,272,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,000
Total interest from all sources2021-12-31$1,577
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$205,229
Participant contributions at end of year2021-12-31$51,942
Participant contributions at beginning of year2021-12-31$19,371
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$183,338
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,456,312
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,272,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,720,241
Value of interest in pooled separate accounts at end of year2021-12-31$8,850,901
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$1,577
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$373,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$382,200
Net investment gain/loss from pooled separate accounts2021-12-31$1,243,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$226,620
Employer contributions (assets) at end of year2021-12-31$179,622
Employer contributions (assets) at beginning of year2021-12-31$151,162
Income. Dividends from common stock2021-12-31$2,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,492,580
Contract administrator fees2021-12-31$4,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2021-12-31232247478
2020 : HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$1,715,069
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$290,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$250,588
Value of total corrective distributions2020-12-31$15,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$398,369
Value of total assets at end of year2020-12-31$9,272,974
Value of total assets at beginning of year2020-12-31$7,848,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,556
Total interest from all sources2020-12-31$7,211
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$10,048
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$201,332
Participant contributions at end of year2020-12-31$19,371
Participant contributions at beginning of year2020-12-31$9,744
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$5,717
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,424,180
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,272,974
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,848,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$14,508
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,720,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,018,229
Interest on participant loans2020-12-31$648
Interest earned on other investments2020-12-31$6,563
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$677,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$93
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$93
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$382,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,302,760
Net investment gain or loss from common/collective trusts2020-12-31$3,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$197,037
Employer contributions (assets) at end of year2020-12-31$151,162
Employer contributions (assets) at beginning of year2020-12-31$136,906
Income. Dividends from preferred stock2020-12-31$3,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$250,588
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2020-12-31232247478
2019 : HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$1,643,193
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$116,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$44,766
Value of total corrective distributions2019-12-31$17,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$345,256
Value of total assets at end of year2019-12-31$7,848,794
Value of total assets at beginning of year2019-12-31$6,322,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$54,347
Total interest from all sources2019-12-31$495
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 year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$169,724
Participant contributions at end of year2019-12-31$9,744
Participant contributions at beginning of year2019-12-31$13,071
Participant contributions at end of year2019-12-31$5,717
Participant contributions at beginning of year2019-12-31$2,558
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$74
Other income not declared elsewhere2019-12-31$-848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,526,776
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,848,794
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,322,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$34,650
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,018,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,641,812
Interest on participant loans2019-12-31$495
Value of interest in common/collective trusts at end of year2019-12-31$677,958
Value of interest in common/collective trusts at beginning of year2019-12-31$659,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$93
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,294,994
Net investment gain or loss from common/collective trusts2019-12-31$3,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$175,532
Employer contributions (assets) at end of year2019-12-31$136,906
Employer contributions (assets) at beginning of year2019-12-31$990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$44,766
Contract administrator fees2019-12-31$19,697
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2019-12-31232247478
2018 : HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$0
Total income from all sources (including contributions)2018-12-31$-87,558
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$248,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$146,847
Expenses. Certain deemed distributions of participant loans2018-12-31$23,956
Value of total corrective distributions2018-12-31$29,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$231,503
Value of total assets at end of year2018-12-31$6,322,018
Value of total assets at beginning of year2018-12-31$6,658,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$47,846
Total interest from all sources2018-12-31$762
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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$174,926
Participant contributions at end of year2018-12-31$13,071
Participant contributions at beginning of year2018-12-31$41,802
Participant contributions at end of year2018-12-31$2,558
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$74
Other income not declared elsewhere2018-12-31$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-336,067
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,322,018
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,658,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$33,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,641,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,833,584
Interest on participant loans2018-12-31$762
Value of interest in common/collective trusts at end of year2018-12-31$659,457
Value of interest in common/collective trusts at beginning of year2018-12-31$606,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,056
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-323,678
Net investment gain or loss from common/collective trusts2018-12-31$3,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$56,577
Employer contributions (assets) at end of year2018-12-31$990
Employer contributions (assets) at beginning of year2018-12-31$170,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$146,847
Contract administrator fees2018-12-31$14,643
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2018-12-31232247478
2017 : HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$1,177,279
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$155,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$85,077
Value of total corrective distributions2017-12-31$29,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$414,967
Value of total assets at end of year2017-12-31$6,658,085
Value of total assets at beginning of year2017-12-31$5,636,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$41,588
Total interest from all sources2017-12-31$1,549
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$179,699
Participant contributions at end of year2017-12-31$41,802
Participant contributions at beginning of year2017-12-31$42,976
Participant contributions at beginning of year2017-12-31$2,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,021,403
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,658,085
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,636,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,833,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,871,846
Interest on participant loans2017-12-31$1,549
Value of interest in common/collective trusts at end of year2017-12-31$606,694
Value of interest in common/collective trusts at beginning of year2017-12-31$575,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,188
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$684
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$749,935
Net investment gain or loss from common/collective trusts2017-12-31$10,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$235,268
Employer contributions (assets) at end of year2017-12-31$170,817
Employer contributions (assets) at beginning of year2017-12-31$142,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$85,077
Contract administrator fees2017-12-31$41,588
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2017-12-31232247478
2016 : HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$795,527
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$113,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$53,706
Value of total corrective distributions2016-12-31$26,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$364,525
Value of total assets at end of year2016-12-31$5,636,682
Value of total assets at beginning of year2016-12-31$4,955,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,876
Total interest from all sources2016-12-31$1,836
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$163,433
Participant contributions at end of year2016-12-31$42,976
Participant contributions at beginning of year2016-12-31$45,010
Participant contributions at end of year2016-12-31$2,679
Participant contributions at beginning of year2016-12-31$2,467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$36
Other income not declared elsewhere2016-12-31$445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$681,549
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,636,682
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,955,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,871,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,231,822
Interest on participant loans2016-12-31$1,836
Value of interest in common/collective trusts at end of year2016-12-31$575,647
Value of interest in common/collective trusts at beginning of year2016-12-31$534,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$684
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$144
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$419,879
Net investment gain or loss from common/collective trusts2016-12-31$8,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$201,092
Employer contributions (assets) at end of year2016-12-31$142,850
Employer contributions (assets) at beginning of year2016-12-31$140,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$53,706
Contract administrator fees2016-12-31$33,876
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2016-12-31232247478
2013 : HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$867
Total income from all sources (including contributions)2013-12-31$1,069,784
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$190,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$162,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$396,115
Value of total assets at end of year2013-12-31$4,569,919
Value of total assets at beginning of year2013-12-31$3,691,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,374
Total interest from all sources2013-12-31$1,801
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$167,253
Participant contributions at end of year2013-12-31$51,518
Participant contributions at beginning of year2013-12-31$31,801
Participant contributions at end of year2013-12-31$1,693
Liabilities. Value of operating payables at end of year2013-12-31$724
Liabilities. Value of operating payables at beginning of year2013-12-31$867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$878,842
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,569,195
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,690,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$19,612
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,864,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,216,752
Interest on participant loans2013-12-31$1,801
Value of interest in common/collective trusts at end of year2013-12-31$477,910
Value of interest in common/collective trusts at beginning of year2013-12-31$438,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$663,950
Net investment gain or loss from common/collective trusts2013-12-31$7,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$228,862
Employer contributions (assets) at end of year2013-12-31$170,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$162,568
Contract administrator fees2013-12-31$8,762
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2013-12-31232247478
2012 : HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$867
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$105
Total income from all sources (including contributions)2012-12-31$564,570
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$167,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$142,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$225,469
Value of total assets at end of year2012-12-31$3,691,220
Value of total assets at beginning of year2012-12-31$3,293,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,988
Total interest from all sources2012-12-31$2,123
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$167,280
Participant contributions at end of year2012-12-31$31,801
Participant contributions at beginning of year2012-12-31$53,459
Participant contributions at beginning of year2012-12-31$8,790
Liabilities. Value of operating payables at end of year2012-12-31$867
Liabilities. Value of operating payables at beginning of year2012-12-31$105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$396,793
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,690,353
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,293,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$17,316
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,216,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,807,056
Interest on participant loans2012-12-31$2,123
Value of interest in common/collective trusts at end of year2012-12-31$438,228
Value of interest in common/collective trusts at beginning of year2012-12-31$420,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$105
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$335,651
Net investment gain or loss from common/collective trusts2012-12-31$1,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$58,189
Employer contributions (assets) at beginning of year2012-12-31$3,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$142,789
Contract administrator fees2012-12-31$7,672
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2012-12-31232247478
2011 : HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,800
Total income from all sources (including contributions)2011-12-31$170,203
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$127,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$103,077
Expenses. Certain deemed distributions of participant loans2011-12-31$822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$207,684
Value of total assets at end of year2011-12-31$3,293,665
Value of total assets at beginning of year2011-12-31$3,252,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,310
Total interest from all sources2011-12-31$2,131
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$154,036
Participant contributions at end of year2011-12-31$53,459
Participant contributions at beginning of year2011-12-31$46,573
Participant contributions at end of year2011-12-31$8,790
Participant contributions at beginning of year2011-12-31$1,088
Liabilities. Value of operating payables at end of year2011-12-31$105
Liabilities. Value of operating payables at beginning of year2011-12-31$1,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$42,994
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,293,560
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,250,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$16,290
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,807,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,791,649
Interest on participant loans2011-12-31$2,131
Value of interest in common/collective trusts at end of year2011-12-31$420,869
Value of interest in common/collective trusts at beginning of year2011-12-31$408,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$105
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-41,052
Net investment gain or loss from common/collective trusts2011-12-31$1,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$53,648
Employer contributions (assets) at end of year2011-12-31$3,386
Employer contributions (assets) at beginning of year2011-12-31$3,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$103,077
Contract administrator fees2011-12-31$7,020
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2011-12-31232247478
2010 : HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$480
Total income from all sources (including contributions)2010-12-31$547,066
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$322,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$283,130
Expenses. Certain deemed distributions of participant loans2010-12-31$17,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$216,098
Value of total assets at end of year2010-12-31$3,252,366
Value of total assets at beginning of year2010-12-31$3,026,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22,093
Total interest from all sources2010-12-31$2,556
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$158,653
Participant contributions at end of year2010-12-31$46,573
Participant contributions at beginning of year2010-12-31$75,597
Participant contributions at end of year2010-12-31$1,088
Participant contributions at beginning of year2010-12-31$2,456
Liabilities. Value of operating payables at end of year2010-12-31$1,800
Liabilities. Value of operating payables at beginning of year2010-12-31$480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$224,353
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,250,566
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,026,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$20,535
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,791,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,511,777
Interest on participant loans2010-12-31$2,556
Value of interest in common/collective trusts at end of year2010-12-31$408,252
Value of interest in common/collective trusts at beginning of year2010-12-31$428,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,800
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$321,453
Net investment gain or loss from common/collective trusts2010-12-31$6,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$57,445
Employer contributions (assets) at end of year2010-12-31$3,004
Employer contributions (assets) at beginning of year2010-12-31$780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$283,130
Contract administrator fees2010-12-31$1,558
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2010-12-31232247478

Form 5500 Responses for HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN

2022: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2013: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HOME HEALTH SPECIALISTS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81E626
Policy instance 1
Insurance contract or identification number81E626
Number of Individuals Covered147
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $19,573
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,573
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFINANCIAL SERVICES
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81E626
Policy instance 1
Insurance contract or identification number81E626
Number of Individuals Covered136
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $35,904
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,904
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFINANCIAL SERVICES
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81E626
Policy instance 1
Insurance contract or identification number81E626
Number of Individuals Covered107
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $72,542
Total amount of fees paid to insurance companyUSD $17,518
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $72,542
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFINANCIAL SERVICES
Insurance broker organization code?3

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