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RETIREMENT PLAN OF VALLEY HOSPICE, INC. 401k Plan overview

Plan NameRETIREMENT PLAN OF VALLEY HOSPICE, INC.
Plan identification number 001

RETIREMENT PLAN OF VALLEY HOSPICE, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

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

Company Name:VALLEY HOSPICE, INC.
Employer identification number (EIN):341459104
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF VALLEY HOSPICE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01NATALIE BOLOCK2023-09-28
0012021-01-01NATALIE BOLOCK2022-10-04
0012020-01-01NATALIE BOLOCK2021-10-18
0012020-01-01NATALIE BOLOCK2021-12-15
0012019-01-01NATALIE BOLOCK2020-10-14
0012018-01-01NATALIE BOLOCK2019-10-14
0012017-01-01
0012017-01-01
0012016-01-01NATALIE BOLOCK
0012015-01-01NATALIE BOLOCK
0012014-01-01NATALIE BOLOCK
0012013-01-01NATALIE BOLOCK
0012012-01-01NATALIE BOLOCK
0012011-01-01NATALIE BOLOCK
0012009-01-01NATALIE BOLOCK
0012009-01-01NATALIE BOLOCK

Plan Statistics for RETIREMENT PLAN OF VALLEY HOSPICE, INC.

401k plan membership statisitcs for RETIREMENT PLAN OF VALLEY HOSPICE, INC.

Measure Date Value
2022: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01227
Total number of active participants reported on line 7a of the Form 55002022-01-01129
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0176
Total of all active and inactive participants2022-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01212
Number of participants with account balances2022-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01198
Total number of active participants reported on line 7a of the Form 55002021-01-01142
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-0170
Total of all active and inactive participants2021-01-01227
Total participants2021-01-01227
Number of participants with account balances2021-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01189
Total number of active participants reported on line 7a of the Form 55002020-01-01137
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0160
Total of all active and inactive participants2020-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01198
Number of participants with account balances2020-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01168
Total number of active participants reported on line 7a of the Form 55002019-01-01145
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01189
Number of participants with account balances2019-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01155
Total number of active participants reported on line 7a of the Form 55002018-01-01129
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0139
Total of all active and inactive participants2018-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01168
Number of participants with account balances2018-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01164
Total number of active participants reported on line 7a of the Form 55002017-01-01121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01155
Number of participants with account balances2017-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01155
Total number of active participants reported on line 7a of the Form 55002016-01-01120
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01154
Number of participants with account balances2016-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01185
Total number of active participants reported on line 7a of the Form 55002015-01-01117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01147
Number of participants with account balances2015-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01165
Total number of active participants reported on line 7a of the Form 55002014-01-01107
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01139
Number of participants with account balances2014-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01195
Total number of active participants reported on line 7a of the Form 55002013-01-01133
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01168
Number of participants with account balances2013-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01195
Total number of active participants reported on line 7a of the Form 55002012-01-01158
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01194
Number of participants with account balances2012-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01146
Total number of active participants reported on line 7a of the Form 55002011-01-01162
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01195
Number of participants with account balances2011-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01167
Total number of active participants reported on line 7a of the Form 55002009-01-01161
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01161
Number of participants with account balances2009-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT PLAN OF VALLEY HOSPICE, INC.

Measure Date Value
2022 : RETIREMENT PLAN OF VALLEY HOSPICE, INC. 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$0
Total income from all sources (including contributions)2022-12-31$-372,593
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$550,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$542,946
Expenses. Certain deemed distributions of participant loans2022-12-31$2,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$436,847
Value of total assets at end of year2022-12-31$4,129,606
Value of total assets at beginning of year2022-12-31$5,052,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,492
Total interest from all sources2022-12-31$6,557
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$141,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$141,043
Administrative expenses professional fees incurred2022-12-31$4,492
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$310,000
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$286,980
Participant contributions at end of year2022-12-31$163,056
Participant contributions at beginning of year2022-12-31$134,028
Participant contributions at end of year2022-12-31$10,181
Participant contributions at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-922,986
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,129,606
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,052,592
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$3,857,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,830,194
Interest on participant loans2022-12-31$6,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$87,128
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$81,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$81,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-957,040
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$149,867
Employer contributions (assets) at end of year2022-12-31$12,003
Employer contributions (assets) at beginning of year2022-12-31$6,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$542,946
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31ANOTHY & ASSOCIATES
Accountancy firm EIN2022-12-31311556773
2021 : RETIREMENT PLAN OF VALLEY HOSPICE, INC. 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$1,423,763
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,019,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,015,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$836,527
Value of total assets at end of year2021-12-31$5,045,609
Value of total assets at beginning of year2021-12-31$4,640,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,595
Total interest from all sources2021-12-31$5,779
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$279,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$279,076
Administrative expenses professional fees incurred2021-12-31$3,595
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$310,000
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$276,574
Participant contributions at end of year2021-12-31$134,028
Participant contributions at beginning of year2021-12-31$116,999
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$409,211
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$404,621
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,045,609
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,640,988
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$4,830,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,412,485
Interest on participant loans2021-12-31$5,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$81,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$111,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$111,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$302,381
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$150,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,015,547
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ANOTHY & ASSOCIATES
Accountancy firm EIN2021-12-31311556773
2020 : RETIREMENT PLAN OF VALLEY HOSPICE, INC. 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$1,062,277
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$139,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$132,244
Expenses. Certain deemed distributions of participant loans2020-12-31$5,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$441,906
Value of total assets at end of year2020-12-31$4,640,988
Value of total assets at beginning of year2020-12-31$3,718,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,098
Total interest from all sources2020-12-31$4,489
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$133,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$133,902
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$310,000
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$276,797
Participant contributions at end of year2020-12-31$116,999
Participant contributions at beginning of year2020-12-31$70,307
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$21,625
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$922,522
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,640,988
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,718,466
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$4,412,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,460,850
Interest on participant loans2020-12-31$4,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$111,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$187,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$187,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$481,980
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$143,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$132,244
Contract administrator fees2020-12-31$2,098
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 name2020-12-31ANOTHY & ASSOCIATES
Accountancy firm EIN2020-12-31311556773
2019 : RETIREMENT PLAN OF VALLEY HOSPICE, INC. 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$892,089
Total of all expenses incurred2019-12-31$258,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$256,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$298,082
Value of total assets at end of year2019-12-31$3,718,466
Value of total assets at beginning of year2019-12-31$3,085,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,945
Total interest from all sources2019-12-31$5,910
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$144,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$144,569
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$310,000
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
Contributions received from participants2019-12-31$200,341
Participant contributions at end of year2019-12-31$70,307
Participant contributions at beginning of year2019-12-31$73,817
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,990
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$633,442
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,718,466
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,085,024
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,945
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,460,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,830,592
Interest on participant loans2019-12-31$3,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$187,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$180,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$180,615
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$443,528
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$88,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$256,702
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ANOTHY & ASSOCIATES
Accountancy firm EIN2019-12-31311556773
2018 : RETIREMENT PLAN OF VALLEY HOSPICE, INC. 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$163,319
Total of all expenses incurred2018-12-31$458,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$447,797
Expenses. Certain deemed distributions of participant loans2018-12-31$8,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$329,187
Value of total assets at end of year2018-12-31$3,085,024
Value of total assets at beginning of year2018-12-31$3,380,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,105
Total interest from all sources2018-12-31$3,734
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$310,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$209,615
Participant contributions at end of year2018-12-31$73,817
Participant contributions at beginning of year2018-12-31$64,498
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$27,822
Administrative expenses (other) incurred2018-12-31$2,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-295,029
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,085,024
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,380,053
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$2,830,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,005,661
Interest on participant loans2018-12-31$3,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$180,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$309,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$309,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-169,602
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$91,750
Employer contributions (assets) at beginning of year2018-12-31$89
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$447,797
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 name2018-12-31ANTHONY & ASSOCIATES
Accountancy firm EIN2018-12-31311556773
2017 : RETIREMENT PLAN OF VALLEY HOSPICE, INC. 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$730,395
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$327,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$325,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$300,523
Value of total assets at end of year2017-12-31$3,380,053
Value of total assets at beginning of year2017-12-31$2,977,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,562
Total interest from all sources2017-12-31$3,153
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 bond2017-12-31No
Value of fidelity bond cover2017-12-31$310,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$203,783
Participant contributions at end of year2017-12-31$64,498
Participant contributions at beginning of year2017-12-31$81,677
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,335
Administrative expenses (other) incurred2017-12-31$2,562
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$402,503
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,380,053
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,977,550
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$3,005,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,541,265
Interest on participant loans2017-12-31$3,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$309,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$354,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$354,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$426,719
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
Contributions received in cash from employer2017-12-31$88,405
Employer contributions (assets) at end of year2017-12-31$89
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$325,330
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 name2017-12-31ANTHONY & ASSOCIATES
Accountancy firm EIN2017-12-31311556773
2016 : RETIREMENT PLAN OF VALLEY HOSPICE, INC. 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$467,320
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$490,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$488,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$309,784
Value of total assets at end of year2016-12-31$2,977,550
Value of total assets at beginning of year2016-12-31$3,001,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,008
Total interest from all sources2016-12-31$2,563
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 bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$191,870
Participant contributions at end of year2016-12-31$81,677
Participant contributions at beginning of year2016-12-31$55,660
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$37,379
Other income not declared elsewhere2016-12-31$-11
Administrative expenses (other) incurred2016-12-31$2,008
Total non interest bearing cash at beginning of year2016-12-31$123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-23,530
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,977,550
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,001,080
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$2,541,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,542,724
Interest on participant loans2016-12-31$2,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$354,608
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$402,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$402,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$154,984
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
Contributions received in cash from employer2016-12-31$80,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$488,842
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 name2016-12-31ANTHONY & ASSOCIATES
Accountancy firm EIN2016-12-31311556773
2015 : RETIREMENT PLAN OF VALLEY HOSPICE, INC. 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$274,951
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$305,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$302,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$283,936
Value of total assets at end of year2015-12-31$3,001,080
Value of total assets at beginning of year2015-12-31$3,031,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,265
Total interest from all sources2015-12-31$2,563
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 bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$186,218
Participant contributions at end of year2015-12-31$55,660
Participant contributions at beginning of year2015-12-31$84,966
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$15,826
Administrative expenses (other) incurred2015-12-31$3,265
Total non interest bearing cash at end of year2015-12-31$123
Total non interest bearing cash at beginning of year2015-12-31$123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-30,687
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,001,080
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,031,767
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$2,542,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,517,594
Interest on participant loans2015-12-31$2,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$402,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$429,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$429,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-11,548
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$81,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$302,373
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 name2015-12-31ANTHONY & ASSOCIATES
Accountancy firm EIN2015-12-31311556773
2014 : RETIREMENT PLAN OF VALLEY HOSPICE, INC. 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$428,917
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$604,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$600,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$283,894
Value of total assets at end of year2014-12-31$3,031,767
Value of total assets at beginning of year2014-12-31$3,207,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,970
Total interest from all sources2014-12-31$3,605
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 bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$197,881
Participant contributions at end of year2014-12-31$84,966
Participant contributions at beginning of year2014-12-31$73,283
Administrative expenses (other) incurred2014-12-31$3,970
Total non interest bearing cash at end of year2014-12-31$123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-175,696
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,031,767
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,207,463
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$2,517,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,623,978
Interest on participant loans2014-12-31$3,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$429,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$510,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$510,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$141,418
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$86,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$600,643
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 name2014-12-31ANTHONY & ASSOCIATES
Accountancy firm EIN2014-12-31311556773
2013 : RETIREMENT PLAN OF VALLEY HOSPICE, INC. 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$906,270
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$975,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$972,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$433,205
Value of total assets at end of year2013-12-31$3,207,463
Value of total assets at beginning of year2013-12-31$3,276,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,090
Total interest from all sources2013-12-31$4,701
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 bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$240,410
Participant contributions at end of year2013-12-31$73,283
Participant contributions at beginning of year2013-12-31$81,450
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$92,698
Administrative expenses (other) incurred2013-12-31$3,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-69,436
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,207,463
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,276,899
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$2,623,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,556,861
Interest on participant loans2013-12-31$4,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$510,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$638,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$638,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$468,364
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$100,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$972,616
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 name2013-12-31ANTHONY & ASSOCIATES
Accountancy firm EIN2013-12-31311556773
2012 : RETIREMENT PLAN OF VALLEY HOSPICE, INC. 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$694,474
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$176,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$174,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$411,433
Value of total assets at end of year2012-12-31$3,276,893
Value of total assets at beginning of year2012-12-31$2,759,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,045
Total interest from all sources2012-12-31$3,199
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 bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$256,391
Participant contributions at end of year2012-12-31$81,450
Participant contributions at beginning of year2012-12-31$88,067
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$29,074
Administrative expenses (other) incurred2012-12-31$2,045
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$517,554
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,276,893
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,759,339
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$2,556,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,058,733
Interest on participant loans2012-12-31$3,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$638,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$612,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$612,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$279,842
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$125,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$174,875
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 name2012-12-31ANTHONY & ASSOCIATES
Accountancy firm EIN2012-12-31311556773
2011 : RETIREMENT PLAN OF VALLEY HOSPICE, INC. 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$448,471
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$308,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$308,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$458,351
Value of total assets at end of year2011-12-31$2,759,339
Value of total assets at beginning of year2011-12-31$2,619,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$595
Total interest from all sources2011-12-31$3,825
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 bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$238,811
Participant contributions at end of year2011-12-31$88,067
Participant contributions at beginning of year2011-12-31$85,182
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$61,291
Administrative expenses (other) incurred2011-12-31$595
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$139,768
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,759,339
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,619,571
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$2,671,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,534,389
Interest on participant loans2011-12-31$3,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-13,705
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$158,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$308,108
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 name2011-12-31ANTHONY & ASSOCIATES
Accountancy firm EIN2011-12-31311556773
2010 : RETIREMENT PLAN OF VALLEY HOSPICE, INC. 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$598,660
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$174,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$171,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$414,617
Value of total assets at end of year2010-12-31$2,619,571
Value of total assets at beginning of year2010-12-31$2,195,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,165
Total interest from all sources2010-12-31$4,010
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 bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$252,308
Participant contributions at end of year2010-12-31$85,182
Participant contributions at beginning of year2010-12-31$76,576
Administrative expenses (other) incurred2010-12-31$3,165
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$423,727
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,619,571
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,195,844
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$2,534,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,119,268
Interest on participant loans2010-12-31$4,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$180,033
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$162,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$171,768
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 name2010-12-31ANTHONY & ASSOCIATES
Accountancy firm EIN2010-12-31311556773

Form 5500 Responses for RETIREMENT PLAN OF VALLEY HOSPICE, INC.

2022: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN OF VALLEY HOSPICE, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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