AMERICAN CARE PARTNERS @ HOME, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMERICAN CARE PARTNERS @ HOME, INC. EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for AMERICAN CARE PARTNERS @ HOME, INC. EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2022: AMERICAN CARE PARTNERS @ HOME, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 51 |
| 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 | 29 |
| Total of all active and inactive participants | 2022-01-01 | 80 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 80 |
| Number of participants with account balances | 2022-01-01 | 79 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 31 |
| 2021: AMERICAN CARE PARTNERS @ HOME, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 91 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 66 |
| 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 | 18 |
| Total of all active and inactive participants | 2021-01-01 | 84 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 84 |
| Number of participants with account balances | 2021-01-01 | 83 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 33 |
| 2019: AMERICAN CARE PARTNERS @ HOME, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 134 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 93 |
| 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 | 4 |
| Total of all active and inactive participants | 2019-01-01 | 97 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 97 |
| Number of participants with account balances | 2019-01-01 | 96 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 74 |
| 2018: AMERICAN CARE PARTNERS @ HOME, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 130 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 133 |
| 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 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 134 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 134 |
| 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 | 44 |
| Measure | Date | Value |
|---|
| 2022 : AMERICAN CARE PARTNERS @ HOME, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $3,776,477 |
| Total plan liabilities at beginning of year | 2022-12-31 | $4,442,571 |
| Total income from all sources | 2022-12-31 | $7,023,070 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $129,906 |
| Total plan assets at end of year | 2022-12-31 | $10,638,670 |
| Total plan assets at beginning of year | 2022-12-31 | $4,411,600 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $129,906 |
| Other income received | 2022-12-31 | $6,426,000 |
| Net income (gross income less expenses) | 2022-12-31 | $6,893,164 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $6,862,193 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $-30,971 |
| Assets. Value of employer securities | 2022-12-31 | $10,041,600 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $597,070 |
| 2021 : AMERICAN CARE PARTNERS @ HOME, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $4,442,571 |
| Total plan liabilities at beginning of year | 2021-12-31 | $4,899,572 |
| Total income from all sources | 2021-12-31 | $-404,400 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $142,999 |
| Total plan assets at end of year | 2021-12-31 | $4,411,600 |
| Total plan assets at beginning of year | 2021-12-31 | $5,416,000 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $142,999 |
| Other income received | 2021-12-31 | $-654,400 |
| Net income (gross income less expenses) | 2021-12-31 | $-547,399 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $-30,971 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $516,428 |
| Assets. Value of employer securities | 2021-12-31 | $4,161,600 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $250,000 |
| 2019 : AMERICAN CARE PARTNERS @ HOME, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $-1,197,200 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $-1,197,200 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $5,971,964 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $7,254,000 |
| Expenses. Interest paid | 2019-12-31 | $284,968 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $284,968 |
| Total income from all sources (including contributions) | 2019-12-31 | $169,804 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $284,968 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $821,004 |
| Value of total assets at end of year | 2019-12-31 | $4,852,000 |
| Value of total assets at beginning of year | 2019-12-31 | $6,249,200 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $546,000 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| 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 | $-115,164 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $-1,119,964 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $-1,004,800 |
| 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 |
| 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 |
| Assets. Invements in employer securities at end of year | 2019-12-31 | $4,152,000 |
| Assets. Invements in employer securities at beginning of year | 2019-12-31 | $5,349,200 |
| Contributions received in cash from employer | 2019-12-31 | $821,004 |
| Employer contributions (assets) at end of year | 2019-12-31 | $700,000 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $900,000 |
| Income. Dividends from common stock | 2019-12-31 | $546,000 |
| 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 |
| Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $5,971,964 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $7,254,000 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | BERMAN HOPKINS WRIGHT & LAHAM, CPAS |
| Accountancy firm EIN | 2019-12-31 | 591152714 |
| 2018 : AMERICAN CARE PARTNERS @ HOME, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-2,450,800 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-2,450,800 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $7,254,000 |
| 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 | $-1,004,800 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $900,000 |
| Value of total assets at end of year | 2018-12-31 | $6,249,200 |
| Value of total assets at beginning of year | 2018-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $546,000 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| 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 | $-1,004,800 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $-1,004,800 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| 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 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| 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 |
| Assets. Invements in employer securities at end of year | 2018-12-31 | $5,349,200 |
| Assets. Invements in employer securities at beginning of year | 2018-12-31 | $0 |
| Contributions received in cash from employer | 2018-12-31 | $900,000 |
| Employer contributions (assets) at end of year | 2018-12-31 | $900,000 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
| Income. Dividends from common stock | 2018-12-31 | $546,000 |
| 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 |
| Liabilities. Value of acquisition indebtedness at end of year | 2018-12-31 | $7,254,000 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | BERMAN HOPKINS WRIGHT & LAHAM, CPAS |
| Accountancy firm EIN | 2018-12-31 | 591152714 |
