401k Plan data: HOME INSTEAD SENIOR CARE 401(K) PLAN plan

HOME INSTEAD SENIOR CARE 401(K) PLAN 401k Plan overview

Plan Name	HOME INSTEAD SENIOR CARE 401(K) PLAN
Plan identification number	001

HOME INSTEAD SENIOR CARE 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HOME INSTEAD SENIOR CARE has sponsored the creation of one or more 401k plans.

Company Name: HOME INSTEAD SENIOR CARE

Employer identification number (EIN): 272929969

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOME INSTEAD SENIOR CARE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MINDY SHEEHAN 2023-07-14
001 2021-01-01 THERESA L ZURILLA 2022-07-13
001 2020-01-01 THERESA L ZURILLA 2021-05-20
001 2019-01-01 THERESA L ZURILLA 2020-06-15
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 THERESA L ZURILLA
001 2013-01-01 THERESA L ZURILLA
001 2012-01-01 THERESA L ZURILLA
001 2011-01-01 THERESA L ZURILLA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	MINDY SHEEHAN	2023-07-14
001	2021-01-01	THERESA L ZURILLA	2022-07-13
001	2020-01-01	THERESA L ZURILLA	2021-05-20
001	2019-01-01	THERESA L ZURILLA	2020-06-15
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	THERESA L ZURILLA
001	2013-01-01	THERESA L ZURILLA
001	2012-01-01	THERESA L ZURILLA
001	2011-01-01	THERESA L ZURILLA

Plan Statistics for HOME INSTEAD SENIOR CARE 401(K) PLAN

401k plan membership statisitcs for HOME INSTEAD SENIOR CARE 401(K) PLAN

Measure Date Value
2022: HOME INSTEAD SENIOR CARE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 37
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 5
Total of all active and inactive participants 2022-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 42
Number of participants with account balances 2022-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: HOME INSTEAD SENIOR CARE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 45
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 9
Total of all active and inactive participants 2021-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 56
Number of participants with account balances 2021-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HOME INSTEAD SENIOR CARE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 55
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 9
Total of all active and inactive participants 2020-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 65
Number of participants with account balances 2020-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HOME INSTEAD SENIOR CARE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 64
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 12
Total of all active and inactive participants 2019-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 76
Number of participants with account balances 2019-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HOME INSTEAD SENIOR CARE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 77
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 12
Total of all active and inactive participants 2018-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 89
Number of participants with account balances 2018-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HOME INSTEAD SENIOR CARE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 83
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 6
Total of all active and inactive participants 2017-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 89
Number of participants with account balances 2017-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HOME INSTEAD SENIOR CARE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 83
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 12
Total of all active and inactive participants 2016-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 96
Number of participants with account balances 2016-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HOME INSTEAD SENIOR CARE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 81
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 85
Number of participants with account balances 2015-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HOME INSTEAD SENIOR CARE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 74
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 79
Number of participants with account balances 2014-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HOME INSTEAD SENIOR CARE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 75
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 83
Number of participants with account balances 2013-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HOME INSTEAD SENIOR CARE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 74
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 79
Number of participants with account balances 2012-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HOME INSTEAD SENIOR CARE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 76
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 8
Total of all active and inactive participants 2011-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 84
Number of participants with account balances 2011-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: HOME INSTEAD SENIOR CARE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	37
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	5
Total of all active and inactive participants	2022-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	42
Number of participants with account balances	2022-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: HOME INSTEAD SENIOR CARE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	45
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	9
Total of all active and inactive participants	2021-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	56
Number of participants with account balances	2021-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HOME INSTEAD SENIOR CARE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	55
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	9
Total of all active and inactive participants	2020-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	65
Number of participants with account balances	2020-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HOME INSTEAD SENIOR CARE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	64
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	12
Total of all active and inactive participants	2019-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	76
Number of participants with account balances	2019-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HOME INSTEAD SENIOR CARE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	77
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	12
Total of all active and inactive participants	2018-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	89
Number of participants with account balances	2018-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HOME INSTEAD SENIOR CARE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	83
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	6
Total of all active and inactive participants	2017-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	89
Number of participants with account balances	2017-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HOME INSTEAD SENIOR CARE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	83
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	12
Total of all active and inactive participants	2016-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	96
Number of participants with account balances	2016-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HOME INSTEAD SENIOR CARE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	81
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	85
Number of participants with account balances	2015-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HOME INSTEAD SENIOR CARE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	74
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	79
Number of participants with account balances	2014-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HOME INSTEAD SENIOR CARE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	75
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	83
Number of participants with account balances	2013-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HOME INSTEAD SENIOR CARE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	74
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	79
Number of participants with account balances	2012-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HOME INSTEAD SENIOR CARE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	76
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	8
Total of all active and inactive participants	2011-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	84
Number of participants with account balances	2011-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on HOME INSTEAD SENIOR CARE 401(K) PLAN

Measure	Date	Value
2022 : HOME INSTEAD SENIOR CARE 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-43,450
Expenses. Total of all expenses incurred	2022-12-31	$355,701
Benefits paid (including direct rollovers)	2022-12-31	$355,701
Total plan assets at end of year	2022-12-31	$229,910
Total plan assets at beginning of year	2022-12-31	$629,061
Value of fidelity bond covering the plan	2022-12-31	$70,000
Total contributions received or receivable from participants	2022-12-31	$50,918
Noncash contributions received	2022-12-31	$-113,734
Net income (gross income less expenses)	2022-12-31	$-399,151
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$229,910
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$629,061
Total contributions received or receivable from employer(s)	2022-12-31	$19,366
2021 : HOME INSTEAD SENIOR CARE 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$119,248
Expenses. Total of all expenses incurred	2021-12-31	$122,542
Benefits paid (including direct rollovers)	2021-12-31	$122,542
Total plan assets at end of year	2021-12-31	$629,061
Total plan assets at beginning of year	2021-12-31	$632,355
Value of fidelity bond covering the plan	2021-12-31	$70,000
Total contributions received or receivable from participants	2021-12-31	$32,665
Other income received	2021-12-31	$65,770
Net income (gross income less expenses)	2021-12-31	$-3,294
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$629,061
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$632,355
Total contributions received or receivable from employer(s)	2021-12-31	$20,813
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : HOME INSTEAD SENIOR CARE 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$147,825
Expenses. Total of all expenses incurred	2020-12-31	$27,977
Benefits paid (including direct rollovers)	2020-12-31	$27,977
Total plan assets at end of year	2020-12-31	$632,355
Total plan assets at beginning of year	2020-12-31	$512,507
Value of fidelity bond covering the plan	2020-12-31	$60,000
Total contributions received or receivable from participants	2020-12-31	$31,135
Other income received	2020-12-31	$94,629
Net income (gross income less expenses)	2020-12-31	$119,848
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$632,355
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$512,507
Total contributions received or receivable from employer(s)	2020-12-31	$22,061
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : HOME INSTEAD SENIOR CARE 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$133,590
Expenses. Total of all expenses incurred	2019-12-31	$137,909
Benefits paid (including direct rollovers)	2019-12-31	$137,909
Total plan assets at end of year	2019-12-31	$512,507
Total plan assets at beginning of year	2019-12-31	$516,826
Value of fidelity bond covering the plan	2019-12-31	$60,000
Total contributions received or receivable from participants	2019-12-31	$29,283
Other income received	2019-12-31	$81,849
Net income (gross income less expenses)	2019-12-31	$-4,319
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$512,507
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$516,826
Total contributions received or receivable from employer(s)	2019-12-31	$22,458
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : HOME INSTEAD SENIOR CARE 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$32,931
Expenses. Total of all expenses incurred	2018-12-31	$76,910
Benefits paid (including direct rollovers)	2018-12-31	$76,910
Total plan assets at end of year	2018-12-31	$516,826
Total plan assets at beginning of year	2018-12-31	$560,805
Value of fidelity bond covering the plan	2018-12-31	$60,000
Total contributions received or receivable from participants	2018-12-31	$33,159
Other income received	2018-12-31	$-25,867
Net income (gross income less expenses)	2018-12-31	$-43,979
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$516,826
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$560,805
Total contributions received or receivable from employer(s)	2018-12-31	$25,639
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : HOME INSTEAD SENIOR CARE 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$132,911
Expenses. Total of all expenses incurred	2017-12-31	$30,468
Benefits paid (including direct rollovers)	2017-12-31	$30,468
Total plan assets at end of year	2017-12-31	$560,805
Total plan assets at beginning of year	2017-12-31	$458,362
Value of fidelity bond covering the plan	2017-12-31	$50,000
Total contributions received or receivable from participants	2017-12-31	$35,854
Other income received	2017-12-31	$68,917
Net income (gross income less expenses)	2017-12-31	$102,443
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$560,805
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$458,362
Total contributions received or receivable from employer(s)	2017-12-31	$28,140
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : HOME INSTEAD SENIOR CARE 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$134,569
Expenses. Total of all expenses incurred	2016-12-31	$17,421
Benefits paid (including direct rollovers)	2016-12-31	$17,421
Total plan assets at end of year	2016-12-31	$458,362
Total plan assets at beginning of year	2016-12-31	$341,214
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$36,631
Contributions received from other sources (not participants or employers)	2016-12-31	$50,713
Other income received	2016-12-31	$19,198
Net income (gross income less expenses)	2016-12-31	$117,148
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$458,362
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$341,214
Total contributions received or receivable from employer(s)	2016-12-31	$28,027
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : HOME INSTEAD SENIOR CARE 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$58,234
Expenses. Total of all expenses incurred	2015-12-31	$52,056
Benefits paid (including direct rollovers)	2015-12-31	$52,056
Total plan assets at end of year	2015-12-31	$341,214
Total plan assets at beginning of year	2015-12-31	$335,036
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$30,986
Contributions received from other sources (not participants or employers)	2015-12-31	$3,079
Other income received	2015-12-31	$-1,983
Net income (gross income less expenses)	2015-12-31	$6,178
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$341,214
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$335,036
Total contributions received or receivable from employer(s)	2015-12-31	$26,152
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : HOME INSTEAD SENIOR CARE 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$71,364
Expenses. Total of all expenses incurred	2014-12-31	$16,825
Benefits paid (including direct rollovers)	2014-12-31	$16,825
Total plan assets at end of year	2014-12-31	$335,036
Total plan assets at beginning of year	2014-12-31	$280,497
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$32,098
Contributions received from other sources (not participants or employers)	2014-12-31	$760
Other income received	2014-12-31	$11,701
Net income (gross income less expenses)	2014-12-31	$54,539
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$335,036
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$280,497
Total contributions received or receivable from employer(s)	2014-12-31	$26,805
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : HOME INSTEAD SENIOR CARE 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$115,442
Expenses. Total of all expenses incurred	2013-12-31	$19,570
Benefits paid (including direct rollovers)	2013-12-31	$19,570
Total plan assets at end of year	2013-12-31	$280,497
Total plan assets at beginning of year	2013-12-31	$184,625
Value of fidelity bond covering the plan	2013-12-31	$25,000
Total contributions received or receivable from participants	2013-12-31	$33,295
Contributions received from other sources (not participants or employers)	2013-12-31	$11,210
Other income received	2013-12-31	$43,101
Net income (gross income less expenses)	2013-12-31	$95,872
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$280,497
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$184,625
Total contributions received or receivable from employer(s)	2013-12-31	$27,836
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : HOME INSTEAD SENIOR CARE 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$99,766
Expenses. Total of all expenses incurred	2012-12-31	$6,234
Benefits paid (including direct rollovers)	2012-12-31	$6,234
Total plan assets at end of year	2012-12-31	$184,625
Total plan assets at beginning of year	2012-12-31	$91,093
Value of fidelity bond covering the plan	2012-12-31	$25,000
Total contributions received or receivable from participants	2012-12-31	$35,456
Contributions received from other sources (not participants or employers)	2012-12-31	$17,586
Noncash contributions received	2012-12-31	$18,968
Net income (gross income less expenses)	2012-12-31	$93,532
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$184,625
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$91,093
Total contributions received or receivable from employer(s)	2012-12-31	$27,756
2011 : HOME INSTEAD SENIOR CARE 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$91,093
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$91,093
Total plan assets at beginning of year	2011-12-31	$0
Value of fidelity bond covering the plan	2011-12-31	$25,000
Total contributions received or receivable from participants	2011-12-31	$28,562
Contributions received from other sources (not participants or employers)	2011-12-31	$45,208
Other income received	2011-12-31	$1,553
Net income (gross income less expenses)	2011-12-31	$91,093
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$91,093
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$15,770

Form 5500 Responses for HOME INSTEAD SENIOR CARE 401(K) PLAN

2022: HOME INSTEAD SENIOR CARE 401(K) 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: HOME INSTEAD SENIOR CARE 401(K) 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: HOME INSTEAD SENIOR CARE 401(K) 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: HOME INSTEAD SENIOR CARE 401(K) 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HOME INSTEAD SENIOR CARE 401(K) 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HOME INSTEAD SENIOR CARE 401(K) 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HOME INSTEAD SENIOR CARE 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HOME INSTEAD SENIOR CARE 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HOME INSTEAD SENIOR CARE 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HOME INSTEAD SENIOR CARE 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HOME INSTEAD SENIOR CARE 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HOME INSTEAD SENIOR CARE 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	HOME INSTEAD SENIOR CARE
Employer identification number (EIN):	272929969
NAIC Classification:	621610
NAIC Description:	Home Health Care Services