HOME CARE ASSISTANCE OF WISCON has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HOME CARE ASSISTANCE OF WISCON 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for HOME CARE ASSISTANCE OF WISCON 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2020: HOME CARE ASSISTANCE OF WISCON 401 K PROFIT SHARING PLAN TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
| 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 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 0 |
| Number of participants with account balances | 2020-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: HOME CARE ASSISTANCE OF WISCON 401 K PROFIT SHARING PLAN TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 60 |
| 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 | 8 |
| Total of all active and inactive participants | 2019-01-01 | 68 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 68 |
| Number of participants with account balances | 2019-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: HOME CARE ASSISTANCE OF WISCON 401 K PROFIT SHARING PLAN TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 51 |
| 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 | 14 |
| Total of all active and inactive participants | 2018-01-01 | 65 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 65 |
| Number of participants with account balances | 2018-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: HOME CARE ASSISTANCE OF WISCON 401 K PROFIT SHARING PLAN TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 59 |
| 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 | 4 |
| Total of all active and inactive participants | 2017-01-01 | 63 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 63 |
| Number of participants with account balances | 2017-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2020 : HOME CARE ASSISTANCE OF WISCON 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-08-31 | $55,253 |
| Expenses. Total of all expenses incurred | 2020-08-31 | $289,021 |
| Benefits paid (including direct rollovers) | 2020-08-31 | $283,444 |
| Total plan assets at end of year | 2020-08-31 | $0 |
| Total plan assets at beginning of year | 2020-08-31 | $233,768 |
| Value of fidelity bond covering the plan | 2020-08-31 | $250,000 |
| Total contributions received or receivable from participants | 2020-08-31 | $18,138 |
| Other income received | 2020-08-31 | $22,585 |
| Net income (gross income less expenses) | 2020-08-31 | $-233,768 |
| Net plan assets at end of year (total assets less liabilities) | 2020-08-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-08-31 | $233,768 |
| Assets. Value of participant loans | 2020-08-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-08-31 | $14,530 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-08-31 | $5,577 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-08-31 | $0 |
| 2019 : HOME CARE ASSISTANCE OF WISCON 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $83,499 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $38,654 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $31,765 |
| Total plan assets at end of year | 2019-12-31 | $233,768 |
| Total plan assets at beginning of year | 2019-12-31 | $188,923 |
| Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $29,584 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $34,781 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $44,845 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $233,768 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $188,923 |
| Assets. Value of participant loans | 2019-12-31 | $24,107 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $19,134 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $6,889 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : HOME CARE ASSISTANCE OF WISCON 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $33,103 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $19,789 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $13,953 |
| Total plan assets at end of year | 2018-12-31 | $188,923 |
| Total plan assets at beginning of year | 2018-12-31 | $175,609 |
| Total contributions received or receivable from participants | 2018-12-31 | $23,884 |
| Other income received | 2018-12-31 | $-6,541 |
| Net income (gross income less expenses) | 2018-12-31 | $13,314 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $188,923 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $175,609 |
| Assets. Value of participant loans | 2018-12-31 | $3,798 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $15,760 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $5,836 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : HOME CARE ASSISTANCE OF WISCON 401 K PROFIT SHARING PLAN TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $94,898 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $11,080 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $8,775 |
| Total plan assets at end of year | 2017-12-31 | $175,609 |
| Total plan assets at beginning of year | 2017-12-31 | $91,791 |
| Value of fidelity bond covering the plan | 2017-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $49,315 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $10,420 |
| Other income received | 2017-12-31 | $16,365 |
| Net income (gross income less expenses) | 2017-12-31 | $83,818 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $175,609 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $91,791 |
| Assets. Value of participant loans | 2017-12-31 | $10,224 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $18,798 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,305 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2020: HOME CARE ASSISTANCE OF WISCON 401 K PROFIT SHARING PLAN TRUST 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 | Yes |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: HOME CARE ASSISTANCE OF WISCON 401 K PROFIT SHARING PLAN TRUST 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: HOME CARE ASSISTANCE OF WISCON 401 K PROFIT SHARING PLAN TRUST 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: HOME CARE ASSISTANCE OF WISCON 401 K PROFIT SHARING PLAN TRUST 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 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 129545 |
| Policy instance | 1 |
| Insurance contract or identification number | 129545 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-08-31 | | Total amount of commissions paid to insurance broker | USD $75 | | Total amount of fees paid to insurance company | USD $2,227 | | 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 | | Amount paid for insurance broker fees | 2227 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $75 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 129545 |
| Policy instance | 1 |
| Insurance contract or identification number | 129545 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $988 | | Total amount of fees paid to insurance company | USD $2,215 | | 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 $0 | | Amount paid for insurance broker fees | 2215 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 129545 |
| Policy instance | 1 |
| Insurance contract or identification number | 129545 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $905 | | Total amount of fees paid to insurance company | USD $2,188 | | 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? | No | | 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 | | Amount paid for insurance broker fees | 2188 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $766 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 129545 |
| Policy instance | 1 |
| Insurance contract or identification number | 129545 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2017-07-11 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $279 | | Total amount of fees paid to insurance company | USD $1,126 | | 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? | No | | 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 | | Amount paid for insurance broker fees | 1126 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $279 | | Insurance broker name | SIGNATOR INSURANCE AGENCY INC |
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