?>
Logo

HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameHOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN
Plan identification number 001

HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HOSPICE OF HUNTINGTON, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOSPICE OF HUNTINGTON, INC.
Employer identification number (EIN):311040619
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MELANIE HALL
0012016-01-01MELANIE HALL
0012015-01-01MELANIE HALL
0012014-01-01MELANIE HALL
0012013-01-01MELANIE HALL
0012012-01-01CHARLENE FARRELL
0012011-01-01CHARLENE FARRELL
0012010-01-01CHARLENE FARRELL
0012009-01-01CHARLENE FARRELL
0012009-01-01CHARLENE FARRELL

Plan Statistics for HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01140
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01115
Total of all active and inactive participants2022-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01116
Number of participants with account balances2022-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01148
Total number of active participants reported on line 7a of the Form 55002021-01-0163
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0171
Total of all active and inactive participants2021-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01135
Number of participants with account balances2021-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01134
Total number of active participants reported on line 7a of the Form 55002020-01-0171
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0162
Total of all active and inactive participants2020-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01133
Number of participants with account balances2020-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01132
Total number of active participants reported on line 7a of the Form 55002019-01-0168
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0161
Total of all active and inactive participants2019-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01129
Number of participants with account balances2019-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01129
Total number of active participants reported on line 7a of the Form 55002018-01-0172
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01129
Number of participants with account balances2018-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01135
Total number of active participants reported on line 7a of the Form 55002017-01-0171
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01126
Number of participants with account balances2017-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01139
Total number of active participants reported on line 7a of the Form 55002016-01-0178
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01131
Number of participants with account balances2016-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01137
Total number of active participants reported on line 7a of the Form 55002015-01-0185
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0148
Total of all active and inactive participants2015-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01133
Number of participants with account balances2015-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01154
Total number of active participants reported on line 7a of the Form 55002014-01-0181
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0153
Total of all active and inactive participants2014-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01134
Number of participants with account balances2014-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01162
Total number of active participants reported on line 7a of the Form 55002013-01-0195
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01148
Number of participants with account balances2013-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01162
Total number of active participants reported on line 7a of the Form 55002012-01-0197
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0164
Total of all active and inactive participants2012-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01162
Number of participants with account balances2012-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01157
Total number of active participants reported on line 7a of the Form 55002011-01-01102
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0153
Total of all active and inactive participants2011-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01155
Number of participants with account balances2011-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01166
Total number of active participants reported on line 7a of the Form 55002010-01-01106
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0139
Total of all active and inactive participants2010-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01145
Number of participants with account balances2010-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01158
Total number of active participants reported on line 7a of the Form 55002009-01-01112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0144
Total of all active and inactive participants2009-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01156
Number of participants with account balances2009-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022 : HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-484,394
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$467,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$464,790
Value of total corrective distributions2022-12-31$1,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$210,081
Value of total assets at end of year2022-12-31$2,765,266
Value of total assets at beginning of year2022-12-31$3,717,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,338
Total interest from all sources2022-12-31$7,082
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$200,077
Administrative expenses (other) incurred2022-12-31$1,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-951,903
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,765,266
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,717,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$2,467,182
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,526,333
Interest earned on other investments2022-12-31$7,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$288,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$179,689
Net investment gain/loss from pooled separate accounts2022-12-31$-701,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$10,004
Employer contributions (assets) at end of year2022-12-31$10,004
Employer contributions (assets) at beginning of year2022-12-31$11,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$464,790
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HESS, STEWART & CAMPBELL, PLLC, CPA
Accountancy firm EIN2022-12-31550657218
2021 : HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$728,446
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$702,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$689,108
Value of total corrective distributions2021-12-31$11,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$223,693
Value of total assets at end of year2021-12-31$3,717,169
Value of total assets at beginning of year2021-12-31$3,690,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,113
Total interest from all sources2021-12-31$12,107
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$212,546
Administrative expenses (other) incurred2021-12-31$1,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$26,246
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,717,169
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,690,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$3,526,333
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,959,997
Interest earned on other investments2021-12-31$12,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$179,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$720,523
Net investment gain/loss from pooled separate accounts2021-12-31$492,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$11,147
Employer contributions (assets) at end of year2021-12-31$11,147
Employer contributions (assets) at beginning of year2021-12-31$10,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$689,108
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HESS, STEWART & CAMPBELL, PLLC, CPA
Accountancy firm EIN2021-12-31550657218
2020 : HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$695,290
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$264,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$248,573
Value of total corrective distributions2020-12-31$14,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$238,459
Value of total assets at end of year2020-12-31$3,690,923
Value of total assets at beginning of year2020-12-31$3,260,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,205
Total interest from all sources2020-12-31$20,398
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$228,056
Administrative expenses (other) incurred2020-12-31$1,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$430,845
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,690,923
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,260,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$2,959,997
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,592,893
Interest earned on other investments2020-12-31$20,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$720,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$659,189
Net investment gain/loss from pooled separate accounts2020-12-31$436,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$10,403
Employer contributions (assets) at end of year2020-12-31$10,403
Employer contributions (assets) at beginning of year2020-12-31$7,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$248,573
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WARE & HALL, PLLC, CPA
Accountancy firm EIN2020-12-31550738759
2019 : HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$791,258
Total income from all sources (including contributions)2019-12-31$791,258
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$522,231
Total of all expenses incurred2019-12-31$522,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$521,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$521,384
Value of total corrective distributions2019-12-31$37
Value of total corrective distributions2019-12-31$37
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$235,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$235,609
Value of total assets at end of year2019-12-31$3,260,078
Value of total assets at end of year2019-12-31$3,260,078
Value of total assets at beginning of year2019-12-31$2,991,051
Value of total assets at beginning of year2019-12-31$2,991,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$810
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$810
Total interest from all sources2019-12-31$18,968
Total interest from all sources2019-12-31$18,968
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$227,613
Contributions received from participants2019-12-31$227,613
Administrative expenses (other) incurred2019-12-31$810
Administrative expenses (other) incurred2019-12-31$810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$269,027
Value of net income/loss2019-12-31$269,027
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,260,078
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,260,078
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,991,051
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,991,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$2,592,893
Value of interest in pooled separate accounts at end of year2019-12-31$2,592,893
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,310,217
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,310,217
Interest earned on other investments2019-12-31$18,968
Interest earned on other investments2019-12-31$18,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$659,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$659,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$640,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$640,834
Net investment gain/loss from pooled separate accounts2019-12-31$536,681
Net investment gain/loss from pooled separate accounts2019-12-31$536,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,996
Contributions received in cash from employer2019-12-31$7,996
Employer contributions (assets) at end of year2019-12-31$7,996
Employer contributions (assets) at end of year2019-12-31$7,996
Employer contributions (assets) at beginning of year2019-12-31$40,000
Employer contributions (assets) at beginning of year2019-12-31$40,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$521,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$521,384
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WARE & HALL, PLLC, CPA
Accountancy firm name2019-12-31WARE & HALL, PLLC, CPA
Accountancy firm EIN2019-12-31550738759
Accountancy firm EIN2019-12-31550738759
2018 : HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$89,617
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$725,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$724,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$218,071
Value of total assets at end of year2018-12-31$2,991,051
Value of total assets at beginning of year2018-12-31$3,626,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$540
Total interest from all sources2018-12-31$18,220
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$178,071
Administrative expenses (other) incurred2018-12-31$540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-635,812
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,991,051
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,626,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,310,217
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,032,081
Interest earned on other investments2018-12-31$18,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$640,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$594,782
Net investment gain/loss from pooled separate accounts2018-12-31$-146,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$40,000
Employer contributions (assets) at end of year2018-12-31$40,000
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$724,889
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WARE & HALL, PLLC, CPA
Accountancy firm EIN2018-12-31550738759
2017 : HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$709,176
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$48,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$48,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$180,649
Value of total assets at end of year2017-12-31$3,626,863
Value of total assets at beginning of year2017-12-31$2,966,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$435
Total interest from all sources2017-12-31$16,945
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$180,649
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$6,064
Administrative expenses (other) incurred2017-12-31$435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$660,723
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,626,863
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,966,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$3,032,081
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,408,610
Interest earned on other investments2017-12-31$16,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$594,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$551,466
Net investment gain/loss from pooled separate accounts2017-12-31$511,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$48,018
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WARE & HALL, PLLC, CPA
Accountancy firm EIN2017-12-31550738759
2016 : HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$322,722
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$641,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$639,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$176,181
Value of total assets at end of year2016-12-31$2,966,140
Value of total assets at beginning of year2016-12-31$3,285,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,254
Total interest from all sources2016-12-31$17,335
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$176,181
Participant contributions at end of year2016-12-31$6,064
Participant contributions at beginning of year2016-12-31$7,374
Administrative expenses (other) incurred2016-12-31$2,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-319,046
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,966,140
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,285,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,408,610
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,724,350
Interest earned on other investments2016-12-31$17,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$551,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$553,462
Net investment gain/loss from pooled separate accounts2016-12-31$129,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$639,514
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WARE & HALL, PLLC, CPA
Accountancy firm EIN2016-12-31550738759
2015 : HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$243,619
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$144,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$142,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$200,986
Value of total assets at end of year2015-12-31$3,285,186
Value of total assets at beginning of year2015-12-31$3,186,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,511
Total interest from all sources2015-12-31$16,772
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$200,986
Participant contributions at end of year2015-12-31$7,374
Participant contributions at beginning of year2015-12-31$8,762
Administrative expenses (other) incurred2015-12-31$1,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$99,115
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,285,186
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,186,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,724,350
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,625,235
Interest earned on other investments2015-12-31$16,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$553,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$552,074
Net investment gain/loss from pooled separate accounts2015-12-31$25,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$142,993
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WARE & HALL, PLLC, CPA
Accountancy firm EIN2015-12-31550738759
2014 : HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$380,123
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$759,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$756,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$209,144
Value of total assets at end of year2014-12-31$3,186,071
Value of total assets at beginning of year2014-12-31$3,565,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,566
Total interest from all sources2014-12-31$16,698
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$209,120
Participant contributions at end of year2014-12-31$8,762
Participant contributions at beginning of year2014-12-31$6,957
Administrative expenses (other) incurred2014-12-31$2,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-379,311
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,186,071
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,565,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,625,235
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,982,954
Interest earned on other investments2014-12-31$16,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$552,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$575,471
Net investment gain/loss from pooled separate accounts2014-12-31$154,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$24
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$756,868
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WARE & HALL, PLLC, CPA
Accountancy firm EIN2014-12-31550738759
2013 : HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$777,356
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$630,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$628,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$182,124
Value of total assets at end of year2013-12-31$3,565,382
Value of total assets at beginning of year2013-12-31$3,418,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,984
Total interest from all sources2013-12-31$18,401
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$182,124
Participant contributions at end of year2013-12-31$6,957
Participant contributions at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$1,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$146,863
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,565,382
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,418,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,982,954
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,692,226
Interest earned on other investments2013-12-31$18,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$575,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$626,293
Net investment gain/loss from pooled separate accounts2013-12-31$576,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$628,509
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WARE & HALL, PLLC, CPA
Accountancy firm EIN2013-12-31550738759
2012 : HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$630,007
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$223,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$222,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$315,400
Value of total assets at end of year2012-12-31$3,418,519
Value of total assets at beginning of year2012-12-31$3,012,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$748
Total interest from all sources2012-12-31$17,970
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$200,480
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$23,675
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$14,920
Administrative expenses (other) incurred2012-12-31$748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$406,303
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,418,519
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,012,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,692,226
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,293,455
Interest earned on other investments2012-12-31$17,970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$626,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$560,086
Net investment gain/loss from pooled separate accounts2012-12-31$296,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$100,000
Employer contributions (assets) at end of year2012-12-31$100,000
Employer contributions (assets) at beginning of year2012-12-31$135,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$222,956
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WARE & HALL, PLLC, CPA
Accountancy firm EIN2012-12-31550738759
2011 : HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$217,076
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$180,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$179,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$336,233
Value of total assets at end of year2011-12-31$3,012,216
Value of total assets at beginning of year2011-12-31$2,975,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$870
Total interest from all sources2011-12-31$16,291
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$201,233
Participant contributions at end of year2011-12-31$23,675
Participant contributions at beginning of year2011-12-31$23,143
Administrative expenses (other) incurred2011-12-31$870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$36,684
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,012,216
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,975,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,293,455
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,426,526
Interest earned on other investments2011-12-31$16,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$560,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$525,863
Net investment gain/loss from pooled separate accounts2011-12-31$-135,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$135,000
Employer contributions (assets) at end of year2011-12-31$135,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$179,522
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WARE & HALL, PLLC, CPA
Accountancy firm EIN2011-12-31550738759
2010 : HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$669,933
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$151,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$149,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$371,243
Value of total assets at end of year2010-12-31$2,975,532
Value of total assets at beginning of year2010-12-31$2,456,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,397
Total interest from all sources2010-12-31$14,674
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$215,551
Participant contributions at end of year2010-12-31$23,143
Participant contributions at beginning of year2010-12-31$22,534
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$155,692
Administrative expenses (other) incurred2010-12-31$1,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$518,600
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,975,532
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,456,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,426,526
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,973,022
Interest earned on other investments2010-12-31$14,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$525,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$461,376
Net investment gain/loss from pooled separate accounts2010-12-31$284,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$149,936
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WARE & HALL, PLLC, CPA
Accountancy firm EIN2010-12-31550738759
2009 : HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN

2022: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HOSPICE OF HUNTINGTON, INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE640071
Policy instance 1
Insurance contract or identification numberE640071
Number of Individuals Covered116
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $19,652
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $12,215
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE640071
Policy instance 1
Insurance contract or identification numberE640071
Number of Individuals Covered118
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $24,067
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $24,067
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE640071
Policy instance 1
Insurance contract or identification numberE640071
Number of Individuals Covered114
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $21,017
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $21,017
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE640071
Policy instance 1
Insurance contract or identification numberE640071
Number of Individuals Covered117
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $20,985
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $20,985
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE640071
Policy instance 1
Insurance contract or identification numberE640071
Number of Individuals Covered122
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $19,367
Total amount of fees paid to insurance companyUSD $121
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $19,367
Insurance broker organization code?3
Amount paid for insurance broker fees121
Additional information about fees paid to insurance brokerADVISORY SERVICES TO PLAN SPONSORS
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number600100
Policy instance 1
Insurance contract or identification number600100
Number of Individuals Covered110
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $21,187
Total amount of fees paid to insurance companyUSD $784
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $21,187
Insurance broker organization code?3
Amount paid for insurance broker fees784
Additional information about fees paid to insurance brokerADVISORY SERVICES TO PLAN SPONSORS
Insurance broker nameSWBC INVESTMENT ADVISORY SERVICES

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3