401k Plan data: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT plan

HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 401k Plan overview

Plan Name	HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT
Plan identification number	001

HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT has sponsored the creation of one or more 401k plans.

Company Name: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT

Employer identification number (EIN): 237017624

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 JULIANNE VANCE JULIANNE VANCE 2019-03-18
001 2016-07-01 JULIANNE VANCE JULIANNE VANCE 2018-04-02
001 2015-07-01 JULIANNE VANCE JULIANNE VANCE 2017-01-16
001 2014-07-01 JULIANNE VANCE JULIANNE VANCE 2016-01-28
001 2013-07-01 JULIANNE VANCE JULIANNE VANCE 2015-03-18
001 2012-07-01 JULIANNE VANCE JULIANNE VANCE 2014-04-09
001 2011-07-01 JULIANNE VANCE JULIANNE VANCE 2013-04-04
001 2009-07-01 G.ROLAND RANSOM G.ROLAND RANSOM 2011-04-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01	JULIANNE VANCE	JULIANNE VANCE	2019-03-18
001	2016-07-01	JULIANNE VANCE	JULIANNE VANCE	2018-04-02
001	2015-07-01	JULIANNE VANCE	JULIANNE VANCE	2017-01-16
001	2014-07-01	JULIANNE VANCE	JULIANNE VANCE	2016-01-28
001	2013-07-01	JULIANNE VANCE	JULIANNE VANCE	2015-03-18
001	2012-07-01	JULIANNE VANCE	JULIANNE VANCE	2014-04-09
001	2011-07-01	JULIANNE VANCE	JULIANNE VANCE	2013-04-04
001	2009-07-01	G.ROLAND RANSOM	G.ROLAND RANSOM	2011-04-12

Plan Statistics for HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT

401k plan membership statisitcs for HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT

Measure Date Value
2021: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2021 401k membership
Total participants, beginning-of-year 2021-07-01 535
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 457
Number of retired or separated participants receiving benefits 2021-07-01 1
Number of other retired or separated participants entitled to future benefits 2021-07-01 117
Total of all active and inactive participants 2021-07-01 575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 3
Total participants 2021-07-01 578
Number of participants with account balances 2021-07-01 558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 60
2020: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2020 401k membership
Total participants, beginning-of-year 2020-07-01 561
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 425
Number of retired or separated participants receiving benefits 2020-07-01 1
Number of other retired or separated participants entitled to future benefits 2020-07-01 101
Total of all active and inactive participants 2020-07-01 527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 4
Total participants 2020-07-01 531
Number of participants with account balances 2020-07-01 513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 67
2019: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2019 401k membership
Total participants, beginning-of-year 2019-07-01 569
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 475
Number of retired or separated participants receiving benefits 2019-07-01 1
Number of other retired or separated participants entitled to future benefits 2019-07-01 83
Total of all active and inactive participants 2019-07-01 559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 4
Total participants 2019-07-01 563
Number of participants with account balances 2019-07-01 542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 61
2018: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2018 401k membership
Total participants, beginning-of-year 2018-07-01 544
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 450
Number of retired or separated participants receiving benefits 2018-07-01 1
Number of other retired or separated participants entitled to future benefits 2018-07-01 99
Total of all active and inactive participants 2018-07-01 550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 3
Total participants 2018-07-01 553
Number of participants with account balances 2018-07-01 522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 63
2017: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2017 401k membership
Total participants, beginning-of-year 2017-07-01 514
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 455
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 83
Total of all active and inactive participants 2017-07-01 538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 2
Total participants 2017-07-01 540
Number of participants with account balances 2017-07-01 507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 43
2016: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2016 401k membership
Total participants, beginning-of-year 2016-07-01 540
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 432
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 84
Total of all active and inactive participants 2016-07-01 516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 517
Number of participants with account balances 2016-07-01 471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 45
2015: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2015 401k membership
Total participants, beginning-of-year 2015-07-01 555
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 422
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 109
Total of all active and inactive participants 2015-07-01 531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 532
Number of participants with account balances 2015-07-01 477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 59
2014: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2014 401k membership
Total participants, beginning-of-year 2014-07-01 546
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 503
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 50
Total of all active and inactive participants 2014-07-01 553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 1
Total participants 2014-07-01 554
Number of participants with account balances 2014-07-01 480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 62
2013: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2013 401k membership
Total participants, beginning-of-year 2013-07-01 543
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 516
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 46
Total of all active and inactive participants 2013-07-01 562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 563
Number of participants with account balances 2013-07-01 450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 79
2012: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2012 401k membership
Total participants, beginning-of-year 2012-07-01 430
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 497
Number of retired or separated participants receiving benefits 2012-07-01 1
Number of other retired or separated participants entitled to future benefits 2012-07-01 60
Total of all active and inactive participants 2012-07-01 558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 1
Total participants 2012-07-01 559
Number of participants with account balances 2012-07-01 399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 51
2011: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2011 401k membership
Total participants, beginning-of-year 2011-07-01 331
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 345
Number of retired or separated participants receiving benefits 2011-07-01 1
Number of other retired or separated participants entitled to future benefits 2011-07-01 34
Total of all active and inactive participants 2011-07-01 380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 1
Total participants 2011-07-01 381
Number of participants with account balances 2011-07-01 255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 23
2009: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2009 401k membership
Total participants, beginning-of-year 2009-07-01 358
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 312
Number of retired or separated participants receiving benefits 2009-07-01 1
Number of other retired or separated participants entitled to future benefits 2009-07-01 32
Total of all active and inactive participants 2009-07-01 345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 345
Number of participants with account balances 2009-07-01 264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 38

Measure	Date	Value
2021: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2021 401k membership
Total participants, beginning-of-year	2021-07-01	535
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	457
Number of retired or separated participants receiving benefits	2021-07-01	1
Number of other retired or separated participants entitled to future benefits	2021-07-01	117
Total of all active and inactive participants	2021-07-01	575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	3
Total participants	2021-07-01	578
Number of participants with account balances	2021-07-01	558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	60
2020: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2020 401k membership
Total participants, beginning-of-year	2020-07-01	561
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	425
Number of retired or separated participants receiving benefits	2020-07-01	1
Number of other retired or separated participants entitled to future benefits	2020-07-01	101
Total of all active and inactive participants	2020-07-01	527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	4
Total participants	2020-07-01	531
Number of participants with account balances	2020-07-01	513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	67
2019: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2019 401k membership
Total participants, beginning-of-year	2019-07-01	569
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	475
Number of retired or separated participants receiving benefits	2019-07-01	1
Number of other retired or separated participants entitled to future benefits	2019-07-01	83
Total of all active and inactive participants	2019-07-01	559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	4
Total participants	2019-07-01	563
Number of participants with account balances	2019-07-01	542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	61
2018: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2018 401k membership
Total participants, beginning-of-year	2018-07-01	544
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	450
Number of retired or separated participants receiving benefits	2018-07-01	1
Number of other retired or separated participants entitled to future benefits	2018-07-01	99
Total of all active and inactive participants	2018-07-01	550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	3
Total participants	2018-07-01	553
Number of participants with account balances	2018-07-01	522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	63
2017: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2017 401k membership
Total participants, beginning-of-year	2017-07-01	514
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	455
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	83
Total of all active and inactive participants	2017-07-01	538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	2
Total participants	2017-07-01	540
Number of participants with account balances	2017-07-01	507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	43
2016: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2016 401k membership
Total participants, beginning-of-year	2016-07-01	540
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	432
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	84
Total of all active and inactive participants	2016-07-01	516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	517
Number of participants with account balances	2016-07-01	471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	45
2015: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2015 401k membership
Total participants, beginning-of-year	2015-07-01	555
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	422
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	109
Total of all active and inactive participants	2015-07-01	531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	532
Number of participants with account balances	2015-07-01	477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	59
2014: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2014 401k membership
Total participants, beginning-of-year	2014-07-01	546
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	503
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	50
Total of all active and inactive participants	2014-07-01	553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	1
Total participants	2014-07-01	554
Number of participants with account balances	2014-07-01	480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	62
2013: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2013 401k membership
Total participants, beginning-of-year	2013-07-01	543
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	516
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	46
Total of all active and inactive participants	2013-07-01	562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	563
Number of participants with account balances	2013-07-01	450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	79
2012: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2012 401k membership
Total participants, beginning-of-year	2012-07-01	430
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	497
Number of retired or separated participants receiving benefits	2012-07-01	1
Number of other retired or separated participants entitled to future benefits	2012-07-01	60
Total of all active and inactive participants	2012-07-01	558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	1
Total participants	2012-07-01	559
Number of participants with account balances	2012-07-01	399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	51
2011: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2011 401k membership
Total participants, beginning-of-year	2011-07-01	331
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	345
Number of retired or separated participants receiving benefits	2011-07-01	1
Number of other retired or separated participants entitled to future benefits	2011-07-01	34
Total of all active and inactive participants	2011-07-01	380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	1
Total participants	2011-07-01	381
Number of participants with account balances	2011-07-01	255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	23
2009: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2009 401k membership
Total participants, beginning-of-year	2009-07-01	358
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	312
Number of retired or separated participants receiving benefits	2009-07-01	1
Number of other retired or separated participants entitled to future benefits	2009-07-01	32
Total of all active and inactive participants	2009-07-01	345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	345
Number of participants with account balances	2009-07-01	264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	38

Financial Data on HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT

Measure	Date	Value
2022 : HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-966,423
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$2,080,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,965,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,820,092
Value of total assets at end of year	2022-06-30	$16,863,214
Value of total assets at beginning of year	2022-06-30	$19,910,501
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$115,278
Total interest from all sources	2022-06-30	$23,554
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$155,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$155,161
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$1,097,774
Participant contributions at end of year	2022-06-30	$257,842
Participant contributions at beginning of year	2022-06-30	$315,918
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$73,215
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-06-30	$69
Other income not declared elsewhere	2022-06-30	$78,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-3,047,287
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$16,863,214
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$19,910,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$15,460,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$18,510,181
Interest on participant loans	2022-06-30	$10,903
Interest earned on other investments	2022-06-30	$12,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$1,144,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$1,084,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-3,044,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$649,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,965,517
Contract administrator fees	2022-06-30	$115,278
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN	2022-06-30	030302296
2021 : HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$6,539,840
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$2,386,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$2,345,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,701,712
Value of total assets at end of year	2021-06-30	$19,910,501
Value of total assets at beginning of year	2021-06-30	$15,756,776
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$40,607
Total interest from all sources	2021-06-30	$29,377
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$143,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$143,120
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$962,801
Participant contributions at end of year	2021-06-30	$315,918
Participant contributions at beginning of year	2021-06-30	$257,123
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$140,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$4,153,725
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$19,910,501
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$15,756,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$18,510,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$14,348,275
Interest on participant loans	2021-06-30	$14,610
Interest earned on other investments	2021-06-30	$14,767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$1,084,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$1,151,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$4,665,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$598,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$2,345,508
Contract administrator fees	2021-06-30	$40,607
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN	2021-06-30	030302296
2020 : HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-06-30	$0
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total transfer of assets to this plan	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$2,789,232
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$2,123,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$2,079,188
Expenses. Certain deemed distributions of participant loans	2020-06-30	$0
Value of total corrective distributions	2020-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$2,176,136
Value of total assets at end of year	2020-06-30	$15,756,776
Value of total assets at beginning of year	2020-06-30	$15,091,480
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$44,748
Total income from rents	2020-06-30	$0
Total interest from all sources	2020-06-30	$34,750
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$188,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$188,672
Administrative expenses professional fees incurred	2020-06-30	$0
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Amount of non-exempt transactions with any party-in-interest	2020-06-30	$0
Contributions received from participants	2020-06-30	$995,849
Participant contributions at end of year	2020-06-30	$257,123
Participant contributions at beginning of year	2020-06-30	$282,403
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$575,584
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-06-30	$13,410
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$0
Other income not declared elsewhere	2020-06-30	$826
Administrative expenses (other) incurred	2020-06-30	$0
Liabilities. Value of operating payables at beginning of year	2020-06-30	$0
Total non interest bearing cash at end of year	2020-06-30	$0
Total non interest bearing cash at beginning of year	2020-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$665,296
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$15,756,776
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$15,091,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-06-30	$0
Investment advisory and management fees	2020-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$14,348,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$13,509,472
Interest on participant loans	2020-06-30	$14,660
Income. Interest from loans (other than to participants)	2020-06-30	$0
Interest earned on other investments	2020-06-30	$20,090
Income. Interest from US Government securities	2020-06-30	$0
Income. Interest from corporate debt instruments	2020-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$1,151,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$1,299,605
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$388,848
Net investment gain/loss from pooled separate accounts	2020-06-30	$0
Net investment gain or loss from common/collective trusts	2020-06-30	$0
Net gain/loss from 103.12 investment entities	2020-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$604,703
Employer contributions (assets) at end of year	2020-06-30	$0
Employer contributions (assets) at beginning of year	2020-06-30	$0
Income. Dividends from preferred stock	2020-06-30	$0
Income. Dividends from common stock	2020-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$2,065,778
Contract administrator fees	2020-06-30	$44,748
Liabilities. Value of benefit claims payable at beginning of year	2020-06-30	$0
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Aggregate proceeds on sale of assets	2020-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2020-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN	2020-06-30	030302296
2019 : HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-06-30	$0
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total transfer of assets to this plan	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$2,601,611
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$713,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$665,630
Expenses. Certain deemed distributions of participant loans	2019-06-30	$0
Value of total corrective distributions	2019-06-30	$495
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,582,435
Value of total assets at end of year	2019-06-30	$15,091,480
Value of total assets at beginning of year	2019-06-30	$13,203,777
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$47,783
Total income from rents	2019-06-30	$0
Total interest from all sources	2019-06-30	$36,927
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$151,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$151,782
Administrative expenses professional fees incurred	2019-06-30	$0
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Amount of non-exempt transactions with any party-in-interest	2019-06-30	$0
Contributions received from participants	2019-06-30	$981,150
Participant contributions at end of year	2019-06-30	$282,403
Participant contributions at beginning of year	2019-06-30	$216,242
Participant contributions at end of year	2019-06-30	$0
Participant contributions at beginning of year	2019-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$13,228
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-06-30	$96
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-06-30	$0
Other income not declared elsewhere	2019-06-30	$110
Administrative expenses (other) incurred	2019-06-30	$0
Liabilities. Value of operating payables at beginning of year	2019-06-30	$0
Total non interest bearing cash at end of year	2019-06-30	$0
Total non interest bearing cash at beginning of year	2019-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,887,703
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$15,091,480
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$13,203,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-06-30	$0
Investment advisory and management fees	2019-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$13,509,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$11,757,958
Interest on participant loans	2019-06-30	$14,479
Income. Interest from loans (other than to participants)	2019-06-30	$0
Interest earned on other investments	2019-06-30	$22,448
Income. Interest from US Government securities	2019-06-30	$0
Income. Interest from corporate debt instruments	2019-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$1,299,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$1,229,577
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$830,357
Net investment gain/loss from pooled separate accounts	2019-06-30	$0
Net investment gain or loss from common/collective trusts	2019-06-30	$0
Net gain/loss from 103.12 investment entities	2019-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$588,057
Employer contributions (assets) at end of year	2019-06-30	$0
Employer contributions (assets) at beginning of year	2019-06-30	$0
Income. Dividends from preferred stock	2019-06-30	$0
Income. Dividends from common stock	2019-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$665,534
Contract administrator fees	2019-06-30	$47,783
Liabilities. Value of benefit claims payable at beginning of year	2019-06-30	$0
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Aggregate proceeds on sale of assets	2019-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2019-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN	2019-06-30	030302296
2018 : HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-06-30	$0
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total transfer of assets to this plan	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$2,680,788
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$1,249,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,193,291
Expenses. Certain deemed distributions of participant loans	2018-06-30	$11,641
Value of total corrective distributions	2018-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,542,362
Value of total assets at end of year	2018-06-30	$13,203,777
Value of total assets at beginning of year	2018-06-30	$11,772,411
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$44,490
Total income from rents	2018-06-30	$0
Total interest from all sources	2018-06-30	$30,911
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$130,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$130,271
Administrative expenses professional fees incurred	2018-06-30	$0
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Amount of non-exempt transactions with any party-in-interest	2018-06-30	$0
Contributions received from participants	2018-06-30	$883,648
Participant contributions at end of year	2018-06-30	$216,242
Participant contributions at beginning of year	2018-06-30	$88,934
Participant contributions at end of year	2018-06-30	$0
Participant contributions at beginning of year	2018-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$115,354
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-06-30	$733
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$0
Other income not declared elsewhere	2018-06-30	$32
Administrative expenses (other) incurred	2018-06-30	$0
Liabilities. Value of operating payables at beginning of year	2018-06-30	$0
Total non interest bearing cash at end of year	2018-06-30	$0
Total non interest bearing cash at beginning of year	2018-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,431,366
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$13,203,777
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$11,772,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-06-30	$0
Investment advisory and management fees	2018-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$11,757,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$10,415,248
Interest on participant loans	2018-06-30	$8,455
Income. Interest from loans (other than to participants)	2018-06-30	$0
Interest earned on other investments	2018-06-30	$22,456
Income. Interest from US Government securities	2018-06-30	$0
Income. Interest from corporate debt instruments	2018-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$1,229,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$1,268,229
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$977,212
Net investment gain/loss from pooled separate accounts	2018-06-30	$0
Net investment gain or loss from common/collective trusts	2018-06-30	$0
Net gain/loss from 103.12 investment entities	2018-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$543,360
Employer contributions (assets) at end of year	2018-06-30	$0
Employer contributions (assets) at beginning of year	2018-06-30	$0
Income. Dividends from preferred stock	2018-06-30	$0
Income. Dividends from common stock	2018-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,192,558
Contract administrator fees	2018-06-30	$44,490
Liabilities. Value of benefit claims payable at beginning of year	2018-06-30	$0
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Aggregate proceeds on sale of assets	2018-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2018-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN	2018-06-30	030302296
2017 : HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-06-30	$0
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total transfer of assets to this plan	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$2,785,945
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$1,273,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,230,910
Expenses. Certain deemed distributions of participant loans	2017-06-30	$0
Value of total corrective distributions	2017-06-30	$3,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,338,606
Value of total assets at end of year	2017-06-30	$11,772,411
Value of total assets at beginning of year	2017-06-30	$10,260,183
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$39,726
Total income from rents	2017-06-30	$0
Total interest from all sources	2017-06-30	$31,068
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$120,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$120,430
Administrative expenses professional fees incurred	2017-06-30	$0
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Amount of non-exempt transactions with any party-in-interest	2017-06-30	$0
Contributions received from participants	2017-06-30	$823,005
Participant contributions at end of year	2017-06-30	$88,934
Participant contributions at beginning of year	2017-06-30	$97,041
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$48,273
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$0
Other income not declared elsewhere	2017-06-30	$114
Administrative expenses (other) incurred	2017-06-30	$0
Liabilities. Value of operating payables at beginning of year	2017-06-30	$0
Total non interest bearing cash at end of year	2017-06-30	$0
Total non interest bearing cash at beginning of year	2017-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,512,228
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$11,772,411
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$10,260,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-06-30	$0
Investment advisory and management fees	2017-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$10,415,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$8,870,969
Interest on participant loans	2017-06-30	$4,037
Income. Interest from loans (other than to participants)	2017-06-30	$0
Interest earned on other investments	2017-06-30	$27,031
Income. Interest from US Government securities	2017-06-30	$0
Income. Interest from corporate debt instruments	2017-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$1,268,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$1,292,173
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$1,295,727
Net investment gain/loss from pooled separate accounts	2017-06-30	$0
Net investment gain or loss from common/collective trusts	2017-06-30	$0
Net gain/loss from 103.12 investment entities	2017-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$467,328
Employer contributions (assets) at end of year	2017-06-30	$0
Employer contributions (assets) at beginning of year	2017-06-30	$0
Income. Dividends from preferred stock	2017-06-30	$0
Income. Dividends from common stock	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,230,910
Contract administrator fees	2017-06-30	$39,726
Liabilities. Value of benefit claims payable at beginning of year	2017-06-30	$0
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Aggregate proceeds on sale of assets	2017-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2017-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN	2017-06-30	030302296
2016 : HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-06-30	$0
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total transfer of assets to this plan	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$1,337,680
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$2,150,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$2,112,107
Expenses. Certain deemed distributions of participant loans	2016-06-30	$0
Value of total corrective distributions	2016-06-30	$142
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,351,758
Value of total assets at end of year	2016-06-30	$10,260,183
Value of total assets at beginning of year	2016-06-30	$11,073,091
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$38,339
Total income from rents	2016-06-30	$0
Total interest from all sources	2016-06-30	$37,105
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$128,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$128,635
Administrative expenses professional fees incurred	2016-06-30	$0
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Amount of non-exempt transactions with any party-in-interest	2016-06-30	$0
Contributions received from participants	2016-06-30	$840,204
Participant contributions at end of year	2016-06-30	$97,041
Participant contributions at beginning of year	2016-06-30	$111,901
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$7,979
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$0
Other income not declared elsewhere	2016-06-30	$0
Administrative expenses (other) incurred	2016-06-30	$0
Liabilities. Value of operating payables at beginning of year	2016-06-30	$0
Total non interest bearing cash at end of year	2016-06-30	$0
Total non interest bearing cash at beginning of year	2016-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-812,908
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$10,260,183
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$11,073,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-06-30	$0
Investment advisory and management fees	2016-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$8,870,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$9,656,637
Interest on participant loans	2016-06-30	$5,701
Income. Interest from loans (other than to participants)	2016-06-30	$0
Interest earned on other investments	2016-06-30	$31,404
Income. Interest from US Government securities	2016-06-30	$0
Income. Interest from corporate debt instruments	2016-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$1,292,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$1,304,553
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-179,818
Net investment gain/loss from pooled separate accounts	2016-06-30	$0
Net investment gain or loss from common/collective trusts	2016-06-30	$0
Net gain/loss from 103.12 investment entities	2016-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$503,575
Employer contributions (assets) at end of year	2016-06-30	$0
Employer contributions (assets) at beginning of year	2016-06-30	$0
Income. Dividends from preferred stock	2016-06-30	$0
Income. Dividends from common stock	2016-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$2,112,107
Contract administrator fees	2016-06-30	$38,339
Liabilities. Value of benefit claims payable at beginning of year	2016-06-30	$0
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Aggregate proceeds on sale of assets	2016-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2016-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN	2016-06-30	030302296
2015 : HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$0
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total transfer of assets to this plan	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$1,645,846
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$1,415,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,366,662
Expenses. Certain deemed distributions of participant loans	2015-06-30	$0
Value of total corrective distributions	2015-06-30	$10,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,285,031
Value of total assets at end of year	2015-06-30	$11,073,091
Value of total assets at beginning of year	2015-06-30	$10,842,881
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$38,605
Total income from rents	2015-06-30	$0
Total interest from all sources	2015-06-30	$41,378
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$113,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$113,773
Administrative expenses professional fees incurred	2015-06-30	$0
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Amount of non-exempt transactions with any party-in-interest	2015-06-30	$0
Contributions received from participants	2015-06-30	$806,537
Participant contributions at end of year	2015-06-30	$111,901
Participant contributions at beginning of year	2015-06-30	$196,532
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$27,778
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-06-30	$21
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$0
Other income not declared elsewhere	2015-06-30	$0
Administrative expenses (other) incurred	2015-06-30	$0
Liabilities. Value of operating payables at beginning of year	2015-06-30	$0
Total non interest bearing cash at end of year	2015-06-30	$0
Total non interest bearing cash at beginning of year	2015-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$230,210
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$11,073,091
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$10,842,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-06-30	$0
Investment advisory and management fees	2015-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$9,656,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$9,274,856
Interest on participant loans	2015-06-30	$5,509
Income. Interest from loans (other than to participants)	2015-06-30	$0
Interest earned on other investments	2015-06-30	$35,869
Income. Interest from US Government securities	2015-06-30	$0
Income. Interest from corporate debt instruments	2015-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$1,304,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$1,371,493
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$205,664
Net investment gain/loss from pooled separate accounts	2015-06-30	$0
Net investment gain or loss from common/collective trusts	2015-06-30	$0
Net gain/loss from 103.12 investment entities	2015-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$450,716
Employer contributions (assets) at end of year	2015-06-30	$0
Employer contributions (assets) at beginning of year	2015-06-30	$0
Income. Dividends from preferred stock	2015-06-30	$0
Income. Dividends from common stock	2015-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,366,641
Contract administrator fees	2015-06-30	$38,605
Liabilities. Value of benefit claims payable at beginning of year	2015-06-30	$0
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Aggregate proceeds on sale of assets	2015-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2015-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN	2015-06-30	030302296
2014 : HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$0
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total transfer of assets to this plan	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$3,023,688
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$1,028,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$990,471
Expenses. Certain deemed distributions of participant loans	2014-06-30	$0
Value of total corrective distributions	2014-06-30	$2,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,660,423
Value of total assets at end of year	2014-06-30	$10,842,881
Value of total assets at beginning of year	2014-06-30	$8,847,366
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$35,217
Total income from rents	2014-06-30	$0
Total interest from all sources	2014-06-30	$56,148
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$96,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$96,910
Administrative expenses professional fees incurred	2014-06-30	$0
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Amount of non-exempt transactions with any party-in-interest	2014-06-30	$0
Contributions received from participants	2014-06-30	$818,511
Participant contributions at end of year	2014-06-30	$196,532
Participant contributions at beginning of year	2014-06-30	$182,770
Participant contributions at end of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$27,182
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$374,747
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-06-30	$17
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$0
Other income not declared elsewhere	2014-06-30	$0
Administrative expenses (other) incurred	2014-06-30	$0
Liabilities. Value of operating payables at beginning of year	2014-06-30	$0
Total non interest bearing cash at end of year	2014-06-30	$0
Total non interest bearing cash at beginning of year	2014-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,995,515
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$10,842,881
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$8,847,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2014-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-06-30	$0
Investment advisory and management fees	2014-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$9,274,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$6,909,727
Interest on participant loans	2014-06-30	$8,670
Income. Interest from loans (other than to participants)	2014-06-30	$0
Interest earned on other investments	2014-06-30	$47,478
Income. Interest from US Government securities	2014-06-30	$0
Income. Interest from corporate debt instruments	2014-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$1,371,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$1,710,348
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$1,210,207
Net investment gain/loss from pooled separate accounts	2014-06-30	$0
Net investment gain or loss from common/collective trusts	2014-06-30	$0
Net gain/loss from 103.12 investment entities	2014-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$467,165
Employer contributions (assets) at end of year	2014-06-30	$0
Employer contributions (assets) at beginning of year	2014-06-30	$17,339
Income. Dividends from preferred stock	2014-06-30	$0
Income. Dividends from common stock	2014-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$990,454
Contract administrator fees	2014-06-30	$35,217
Liabilities. Value of benefit claims payable at beginning of year	2014-06-30	$0
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Aggregate proceeds on sale of assets	2014-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2014-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN	2014-06-30	030302296
2013 : HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$0
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total transfer of assets to this plan	2013-06-30	$199,705
Total transfer of assets from this plan	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$1,887,219
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$1,009,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$974,660
Expenses. Certain deemed distributions of participant loans	2013-06-30	$0
Value of total corrective distributions	2013-06-30	$8,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$1,089,561
Value of total assets at end of year	2013-06-30	$8,847,366
Value of total assets at beginning of year	2013-06-30	$7,770,093
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$26,817
Total income from rents	2013-06-30	$0
Total interest from all sources	2013-06-30	$59,992
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$100,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$100,363
Administrative expenses professional fees incurred	2013-06-30	$0
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Amount of non-exempt transactions with any party-in-interest	2013-06-30	$0
Contributions received from participants	2013-06-30	$623,998
Participant contributions at end of year	2013-06-30	$182,770
Participant contributions at beginning of year	2013-06-30	$173,144
Participant contributions at end of year	2013-06-30	$27,182
Participant contributions at beginning of year	2013-06-30	$21,180
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$93,665
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-06-30	$79
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$0
Other income not declared elsewhere	2013-06-30	$132
Administrative expenses (other) incurred	2013-06-30	$0
Liabilities. Value of operating payables at beginning of year	2013-06-30	$0
Total non interest bearing cash at end of year	2013-06-30	$0
Total non interest bearing cash at beginning of year	2013-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$877,568
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$8,847,366
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$7,770,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-06-30	$0
Investment advisory and management fees	2013-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$6,909,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$5,717,672
Interest on participant loans	2013-06-30	$7,096
Income. Interest from loans (other than to participants)	2013-06-30	$0
Interest earned on other investments	2013-06-30	$52,896
Income. Interest from US Government securities	2013-06-30	$0
Income. Interest from corporate debt instruments	2013-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$1,710,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,841,670
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$637,171
Net investment gain/loss from pooled separate accounts	2013-06-30	$0
Net investment gain or loss from common/collective trusts	2013-06-30	$0
Net gain/loss from 103.12 investment entities	2013-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$371,898
Employer contributions (assets) at end of year	2013-06-30	$17,339
Employer contributions (assets) at beginning of year	2013-06-30	$16,427
Income. Dividends from preferred stock	2013-06-30	$0
Income. Dividends from common stock	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$974,581
Contract administrator fees	2013-06-30	$26,817
Liabilities. Value of benefit claims payable at beginning of year	2013-06-30	$0
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Aggregate proceeds on sale of assets	2013-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2013-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN	2013-06-30	030302296
2012 : HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-06-30	$0
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total transfer of assets to this plan	2012-06-30	$0
Total transfer of assets from this plan	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$1,099,575
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$331,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$309,429
Expenses. Certain deemed distributions of participant loans	2012-06-30	$0
Value of total corrective distributions	2012-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$962,899
Value of total assets at end of year	2012-06-30	$7,770,093
Value of total assets at beginning of year	2012-06-30	$7,001,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$21,816
Total income from rents	2012-06-30	$0
Total interest from all sources	2012-06-30	$62,613
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$101,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$101,405
Administrative expenses professional fees incurred	2012-06-30	$0
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Amount of non-exempt transactions with any party-in-interest	2012-06-30	$0
Contributions received from participants	2012-06-30	$531,097
Participant contributions at end of year	2012-06-30	$173,144
Participant contributions at beginning of year	2012-06-30	$140,352
Participant contributions at end of year	2012-06-30	$21,180
Participant contributions at beginning of year	2012-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$101,920
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$0
Other income not declared elsewhere	2012-06-30	$0
Administrative expenses (other) incurred	2012-06-30	$0
Liabilities. Value of operating payables at beginning of year	2012-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$768,330
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$7,770,093
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$7,001,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2012-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2012-06-30	$0
Investment advisory and management fees	2012-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$5,717,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$5,100,671
Interest on participant loans	2012-06-30	$7,152
Income. Interest from loans (other than to participants)	2012-06-30	$0
Interest earned on other investments	2012-06-30	$55,461
Income. Interest from US Government securities	2012-06-30	$0
Income. Interest from corporate debt instruments	2012-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$1,841,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$1,760,740
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-27,342
Net investment gain/loss from pooled separate accounts	2012-06-30	$0
Net investment gain or loss from common/collective trusts	2012-06-30	$0
Net gain/loss from 103.12 investment entities	2012-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$329,882
Employer contributions (assets) at end of year	2012-06-30	$16,427
Employer contributions (assets) at beginning of year	2012-06-30	$0
Income. Dividends from preferred stock	2012-06-30	$0
Income. Dividends from common stock	2012-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$309,429
Contract administrator fees	2012-06-30	$21,816
Liabilities. Value of benefit claims payable at beginning of year	2012-06-30	$0
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Aggregate proceeds on sale of assets	2012-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2012-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2012-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN	2012-06-30	030302296
2011 : HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-06-30	$0
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total transfer of assets to this plan	2011-06-30	$0
Total transfer of assets from this plan	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$1,723,287
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$630,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$609,147
Expenses. Certain deemed distributions of participant loans	2011-06-30	$0
Value of total corrective distributions	2011-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$809,408
Value of total assets at end of year	2011-06-30	$7,001,763
Value of total assets at beginning of year	2011-06-30	$5,908,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$21,116
Total income from rents	2011-06-30	$0
Total interest from all sources	2011-06-30	$59,778
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$93,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$93,680
Administrative expenses professional fees incurred	2011-06-30	$0
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Amount of non-exempt transactions with any party-in-interest	2011-06-30	$0
Contributions received from participants	2011-06-30	$481,684
Participant contributions at end of year	2011-06-30	$140,352
Participant contributions at beginning of year	2011-06-30	$125,794
Participant contributions at end of year	2011-06-30	$0
Participant contributions at beginning of year	2011-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$43,822
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-06-30	$0
Other income not declared elsewhere	2011-06-30	$0
Administrative expenses (other) incurred	2011-06-30	$0
Liabilities. Value of operating payables at beginning of year	2011-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$1,093,024
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$7,001,763
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$5,908,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-06-30	$0
Investment advisory and management fees	2011-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$5,100,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$3,971,766
Interest on participant loans	2011-06-30	$5,690
Income. Interest from loans (other than to participants)	2011-06-30	$0
Interest earned on other investments	2011-06-30	$54,088
Income. Interest from US Government securities	2011-06-30	$0
Income. Interest from corporate debt instruments	2011-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$1,760,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$1,811,179
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$760,421
Net investment gain/loss from pooled separate accounts	2011-06-30	$0
Net investment gain or loss from common/collective trusts	2011-06-30	$0
Net gain/loss from 103.12 investment entities	2011-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$283,902
Employer contributions (assets) at end of year	2011-06-30	$0
Employer contributions (assets) at beginning of year	2011-06-30	$0
Income. Dividends from preferred stock	2011-06-30	$0
Income. Dividends from common stock	2011-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$609,147
Contract administrator fees	2011-06-30	$21,116
Liabilities. Value of benefit claims payable at beginning of year	2011-06-30	$0
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Aggregate proceeds on sale of assets	2011-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2011-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	KITTELL, BRANAGAN & SARGENT
Accountancy firm EIN	2011-06-30	030302296
2010 : HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT

2021: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	Yes
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	Yes
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	Yes
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	Yes
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	Yes
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	Yes
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	578
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	531
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	563
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $1,705
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,705
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	553
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $1,592
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,592
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	540
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $2,736
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	532
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $3,290
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,290
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	TBS AGENCY INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	554
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $3,485
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,485
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	TBS AGENCY INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	563
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $5,175
Total amount of fees paid to insurance company	USD $18,535
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,238
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	559
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $6,453
Total amount of fees paid to insurance company	USD $13,251
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,556
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	381
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $8,075
Total amount of fees paid to insurance company	USD $4,762
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

441463

Policy instance

Insurance contract or identification number	441463
Number of Individuals Covered	334
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $10,275
Total amount of fees paid to insurance company	USD $5,969
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT
Employer identification number (EIN):	237017624
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists