401k Plan data: LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN plan

LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 401k Plan overview

Plan Name	LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN
Plan identification number	003

LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LAKE SUNAPEE HOME CARE AND HOSPICE has sponsored the creation of one or more 401k plans.

Company Name: LAKE SUNAPEE HOME CARE AND HOSPICE

Employer identification number (EIN): 237066056

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01 MARY LAMBERT 2019-09-19
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01 MARY LAMBERT 2015-07-15
003 2013-01-01 MARY LAMBERT 2014-09-30
003 2012-01-01 MARY LAMBERT 2013-09-06 SCOTT FABRY 2013-10-02

Plan Statistics for LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN

401k plan membership statisitcs for LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN

Measure Date Value
2022: LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 101
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 68
Total of all active and inactive participants 2022-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 169
Number of participants with account balances 2022-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 20
2021: LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 123
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 50
Total of all active and inactive participants 2021-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 173
Number of participants with account balances 2021-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 11
2020: LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 120
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 45
Total of all active and inactive participants 2020-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 165
Number of participants with account balances 2020-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 107
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 45
Total of all active and inactive participants 2019-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 152
Number of participants with account balances 2019-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8
2018: LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 129
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 46
Total of all active and inactive participants 2018-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 175
Number of participants with account balances 2018-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 20
2017: LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 140
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 26
Total of all active and inactive participants 2017-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 166
Number of participants with account balances 2017-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11

Measure	Date	Value
2022: LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	101
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	68
Total of all active and inactive participants	2022-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	169
Number of participants with account balances	2022-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	20
2021: LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	123
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	50
Total of all active and inactive participants	2021-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	173
Number of participants with account balances	2021-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	11
2020: LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	120
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	45
Total of all active and inactive participants	2020-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	165
Number of participants with account balances	2020-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	107
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	45
Total of all active and inactive participants	2019-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	152
Number of participants with account balances	2019-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8
2018: LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	129
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	46
Total of all active and inactive participants	2018-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	175
Number of participants with account balances	2018-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	20
2017: LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	140
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	26
Total of all active and inactive participants	2017-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	166
Number of participants with account balances	2017-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11

Financial Data on LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN

Measure	Date	Value
2022 : LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-308,632
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$506,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$476,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$555,318
Value of total assets at end of year	2022-12-31	$4,551,064
Value of total assets at beginning of year	2022-12-31	$5,365,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$30,027
Total interest from all sources	2022-12-31	$1,619
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$179,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$179,596
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$360,816
Participant contributions at end of year	2022-12-31	$5,062
Participant contributions at beginning of year	2022-12-31	$12,187
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$4,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-814,680
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,551,064
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,365,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$15,368
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,450,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,350,792
Interest on participant loans	2022-12-31	$377
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$95,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$2,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$2,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,045,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$190,264
Employer contributions (assets) at end of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$476,021
Contract administrator fees	2022-12-31	$14,659
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BERRY, DUNN, MCNEIL & PARKER, LLC.
Accountancy firm EIN	2022-12-31	010523282
2021 : LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,106,121
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$191,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$161,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$568,084
Value of total assets at end of year	2021-12-31	$5,365,744
Value of total assets at beginning of year	2021-12-31	$4,450,850
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$30,224
Total interest from all sources	2021-12-31	$460
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$136,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$136,366
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$366,388
Participant contributions at end of year	2021-12-31	$12,187
Participant contributions at beginning of year	2021-12-31	$9,546
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$914,894
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,365,744
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,450,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$15,364
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,350,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,429,114
Interest on participant loans	2021-12-31	$359
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$2,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$12,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$12,190
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$101
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$401,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$199,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$161,003
Contract administrator fees	2021-12-31	$14,860
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BERRY, DUNN, MCNEIL & PARKER, LLC.
Accountancy firm EIN	2021-12-31	010523282
2020 : LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,068,746
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$326,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$299,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$520,061
Value of total assets at end of year	2020-12-31	$4,450,850
Value of total assets at beginning of year	2020-12-31	$3,708,505
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$27,348
Total interest from all sources	2020-12-31	$566
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$92,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$92,475
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$329,674
Participant contributions at end of year	2020-12-31	$9,546
Participant contributions at beginning of year	2020-12-31	$4,219
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$7,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$742,345
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,450,850
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,708,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$14,372
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,429,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,693,049
Interest on participant loans	2020-12-31	$373
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$12,190
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$11,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$11,237
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$193
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$455,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$182,601
Employer contributions (assets) at end of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$299,053
Contract administrator fees	2020-12-31	$12,976
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BERRY, DUNN, MCNEIL & PARKER, LLC.
Accountancy firm EIN	2020-12-31	010523282
2019 : LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,169,957
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$619,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$599,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$570,500
Value of total assets at end of year	2019-12-31	$3,708,505
Value of total assets at beginning of year	2019-12-31	$3,158,043
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$20,484
Total interest from all sources	2019-12-31	$379
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$93,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$93,723
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$347,135
Participant contributions at end of year	2019-12-31	$4,219
Participant contributions at beginning of year	2019-12-31	$6,499
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$52,454
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$550,462
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,708,505
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,158,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$10,296
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,693,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,075,034
Interest on participant loans	2019-12-31	$272
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$11,237
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$76,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$505,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$170,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$599,011
Contract administrator fees	2019-12-31	$10,188
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BERRY, DUNN, MCNEIL & PARKER, LLC.
Accountancy firm EIN	2019-12-31	010523282
2018 : LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$320,499
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$396,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$383,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$463,027
Value of total assets at end of year	2018-12-31	$3,158,043
Value of total assets at beginning of year	2018-12-31	$3,233,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$12,363
Total interest from all sources	2018-12-31	$1,782
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$244,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$244,127
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$323,387
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$289,254
Participant contributions at end of year	2018-12-31	$6,499
Participant contributions at beginning of year	2018-12-31	$14,174
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$28,202
Administrative expenses (other) incurred	2018-12-31	$12,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-75,826
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,158,043
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,233,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,075,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,135,858
Interest on participant loans	2018-12-31	$399
Interest earned on other investments	2018-12-31	$1,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$76,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$83,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-388,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$145,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$383,962
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BERRY, DUNN, MCNEIL & PARKER, LLC.
Accountancy firm EIN	2018-12-31	010523282
2017 : LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,065,890
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$301,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$296,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$697,549
Value of total assets at end of year	2017-12-31	$3,233,869
Value of total assets at beginning of year	2017-12-31	$2,469,437
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,061
Total interest from all sources	2017-12-31	$1,865
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$154,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$154,001
Administrative expenses professional fees incurred	2017-12-31	$5,061
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$300,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$239,410
Participant contributions at end of year	2017-12-31	$14,174
Participant contributions at beginning of year	2017-12-31	$32,484
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$319,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$764,432
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,233,869
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,469,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,135,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,367,735
Interest on participant loans	2017-12-31	$778
Interest earned on other investments	2017-12-31	$1,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$83,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$69,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$212,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$138,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$296,397
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BERRY, DUNN, MCNEIL & PARKER, LLC.
Accountancy firm EIN	2017-12-31	010523282

Form 5500 Responses for LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN

2022: LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LAKE SUNAPEE HOME CARE AND HOSPICE ERISA 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60838-1

Policy instance

Insurance contract or identification number	MR 60838-1
Number of Individuals Covered	132
Insurance policy start date	2019-01-01
Insurance policy end date	2019-09-11
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60838 - 1

Policy instance

Insurance contract or identification number	MR 60838 - 1
Number of Individuals Covered	133
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60838 - 1

Policy instance

Insurance contract or identification number	MR 60838 - 1
Number of Individuals Covered	111
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $170
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $170
Insurance broker organization code?	1
Insurance broker name	NATIONAL PLANNING CORPORATION

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Company Name:	LAKE SUNAPEE HOME CARE AND HOSPICE
Employer identification number (EIN):	237066056
NAIC Classification:	621610
NAIC Description:	Home Health Care Services