401k Plan data: EMPLOYEE BENEFIT PLAN OF VISITING NURSE ASSOCIATION OF THE WABASH VALLEY, plan

EMPLOYEE BENEFIT PLAN OF VISITING NURSE ASSOCIATION OF THE WABASH VALLEY, 401k Plan overview

Plan Name	EMPLOYEE BENEFIT PLAN OF VISITING NURSE ASSOCIATION OF THE WABASH VALLEY,
Plan identification number	002

EMPLOYEE BENEFIT PLAN OF VISITING NURSE ASSOCIATION OF THE WABASH VALLEY, Benefits

401k Plan Type

Defined 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

VISITING NURSE ASSOCIATION OF THE WABASH VALLEY has sponsored the creation of one or more 401k plans.

Company Name: VISITING NURSE ASSOCIATION OF THE WABASH VALLEY

Employer identification number (EIN): 350869064

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF VISITING NURSE ASSOCIATION OF THE WABASH VALLEY,

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 KIMBERLY STREETER 2024-10-07
002 2022-01-01 TRUDY RUPSKA 2023-07-11
002 2021-01-01 TRUDY RUPSKA 2022-10-07
002 2020-01-01
002 2019-01-01
002 2018-01-01 TRUDY RUPSKA 2019-06-14
002 2017-01-01 TRUDY RUPSKA 2018-04-18 TRUDY RUPSKA 2018-04-18
002 2016-01-01 TRUDY RUPSKA 2017-04-17 TRUDY RUPSKA 2017-04-17
002 2015-01-01 TRUDY RUPSKA 2016-06-27 TRUDY RUPSKA 2016-06-27
002 2014-01-01 TRUDY RUPSKA 2015-07-15 TRUDY RUPSKA 2015-07-15
002 2013-01-01 TRUDY RUPSKA 2014-04-15 TRUDY RUPSKA 2014-04-15
002 2012-01-01 TRUDY RUPSKA 2013-07-11 TRUDY RUPSKA 2013-07-11
002 2011-01-01 TRUDY RUPSKA 2012-09-28 TRUDY RUPSKA 2012-09-28
002 2010-01-01 TRUDY RUPSKA 2011-09-08 TRUDY RUPSKA 2011-09-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	KIMBERLY STREETER	2024-10-07
002	2022-01-01	TRUDY RUPSKA	2023-07-11
002	2021-01-01	TRUDY RUPSKA	2022-10-07
002	2020-01-01
002	2019-01-01
002	2018-01-01	TRUDY RUPSKA	2019-06-14
002	2017-01-01	TRUDY RUPSKA	2018-04-18	TRUDY RUPSKA	2018-04-18
002	2016-01-01	TRUDY RUPSKA	2017-04-17	TRUDY RUPSKA	2017-04-17
002	2015-01-01	TRUDY RUPSKA	2016-06-27	TRUDY RUPSKA	2016-06-27
002	2014-01-01	TRUDY RUPSKA	2015-07-15	TRUDY RUPSKA	2015-07-15
002	2013-01-01	TRUDY RUPSKA	2014-04-15	TRUDY RUPSKA	2014-04-15
002	2012-01-01	TRUDY RUPSKA	2013-07-11	TRUDY RUPSKA	2013-07-11
002	2011-01-01	TRUDY RUPSKA	2012-09-28	TRUDY RUPSKA	2012-09-28
002	2010-01-01	TRUDY RUPSKA	2011-09-08	TRUDY RUPSKA	2011-09-08

Financial Data on EMPLOYEE BENEFIT PLAN OF VISITING NURSE ASSOCIATION OF THE WABASH VALLEY,

Measure	Date	Value
2025 : EMPLOYEE BENEFIT PLAN OF VISITING NURSE ASSOCIATION OF THE WABASH VALLEY, 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-21	156329
Net assets as of the end of the plan year	2025-07-21	5705502
Total assets as of the beginning of the plan year	2025-07-21	4754974
Value of plan covered by a fidelity bond	2025-07-21	500000
Participant contributions to plan in this plan year	2025-07-21	357483
Value of participant loans at end of plan year	2025-07-21	54932
Other expenses paid from plan in this plan year	2025-07-21	0
Other contributions to plan in this plan year	2025-07-21	0
Other income to plan in this plan year	2025-07-21	644793
Plan net income in this plan year	2025-07-21	950528
Net assets as of the end of the plan year	2025-07-21	5705502
Net assets as of the beginning of the plan year	2025-07-21	4754974
Employer contributions to plan in this plan year	2025-07-21	104581
Fees paid to broker by Benefit Provider	2025-07-21	227
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-21	1236
2024 : EMPLOYEE BENEFIT PLAN OF VISITING NURSE ASSOCIATION OF THE WABASH VALLEY, 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-07	280655
Net assets as of the end of the plan year	2024-10-07	4754974
Total assets as of the beginning of the plan year	2024-10-07	3975896
Value of plan covered by a fidelity bond	2024-10-07	500000
Participant contributions to plan in this plan year	2024-10-07	323838
Value of participant loans at end of plan year	2024-10-07	40549
Other expenses paid from plan in this plan year	2024-10-07	637
Other contributions to plan in this plan year	2024-10-07	46728
Other income to plan in this plan year	2024-10-07	597427
Plan net income in this plan year	2024-10-07	779078
Net assets as of the end of the plan year	2024-10-07	4754974
Net assets as of the beginning of the plan year	2024-10-07	3975896
Employer contributions to plan in this plan year	2024-10-07	91740
Fees paid to broker by Benefit Provider	2024-10-07	181
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-07	0
2022 : EMPLOYEE BENEFIT PLAN OF VISITING NURSE ASSOCIATION OF THE WABASH VALLEY, 2022 401k financial data
Total transfers to/from plan in this plan year	2022-10-07	0
Total liabilities as of the end of the plan year	2022-10-07	0
Total liabilities as of the beginning of the plan year	2022-10-07	0
Total expenses incurred by plan in this plan year	2022-10-07	303181
Net assets as of the end of the plan year	2022-10-07	4386770
Total assets as of the beginning of the plan year	2022-10-07	3753818
Value of plan covered by a fidelity bond	2022-10-07	500000
Participant contributions to plan in this plan year	2022-10-07	297038
Value of participant loans at end of plan year	2022-10-07	18543
Other expenses paid from plan in this plan year	2022-10-07	1011
Other contributions to plan in this plan year	2022-10-07	34409
Other income to plan in this plan year	2022-10-07	504765
Plan net income in this plan year	2022-10-07	632952
Net assets as of the end of the plan year	2022-10-07	4386770
Net assets as of the beginning of the plan year	2022-10-07	3753818
Employer contributions to plan in this plan year	2022-10-07	99921
Fees paid to broker by Benefit Provider	2022-10-07	486
2020 : EMPLOYEE BENEFIT PLAN OF VISITING NURSE ASSOCIATION OF THE WABASH VALLEY, 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$847,505
Expenses. Total of all expenses incurred	2020-12-31	$125,666
Benefits paid (including direct rollovers)	2020-12-31	$110,839
Total plan assets at end of year	2020-12-31	$3,749,332
Total plan assets at beginning of year	2020-12-31	$3,027,493
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$281,444
Expenses. Other expenses not covered elsewhere	2020-12-31	$14,827
Contributions received from other sources (not participants or employers)	2020-12-31	$2,461
Other income received	2020-12-31	$474,003
Net income (gross income less expenses)	2020-12-31	$721,839
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,749,332
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,027,493
Assets. Value of participant loans	2020-12-31	$31,021
Total contributions received or receivable from employer(s)	2020-12-31	$89,597
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : EMPLOYEE BENEFIT PLAN OF VISITING NURSE ASSOCIATION OF THE WABASH VALLEY, 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$787,162
Expenses. Total of all expenses incurred	2019-12-31	$41,405
Benefits paid (including direct rollovers)	2019-12-31	$27,893
Total plan assets at end of year	2019-12-31	$3,017,023
Total plan assets at beginning of year	2019-12-31	$2,271,266
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$229,432
Expenses. Other expenses not covered elsewhere	2019-12-31	$13,512
Contributions received from other sources (not participants or employers)	2019-12-31	$57,544
Other income received	2019-12-31	$428,053
Net income (gross income less expenses)	2019-12-31	$745,757
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,017,023
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,271,266
Assets. Value of participant loans	2019-12-31	$196,999
Total contributions received or receivable from employer(s)	2019-12-31	$72,133
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF VISITING NURSE ASSOCIATION OF THE WABASH VALLEY,

2020: EMPLOYEE BENEFIT PLAN OF VISITING NURSE ASSOCIATION OF THE WABASH VALLEY, 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: EMPLOYEE BENEFIT PLAN OF VISITING NURSE ASSOCIATION OF THE WABASH VALLEY, 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	050692H
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	050692H
Policy instance	1

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Company Name:	VISITING NURSE ASSOCIATION OF THE WABASH VALLEY
Employer identification number (EIN):	350869064
NAIC Classification:	621610
NAIC Description:	Home Health Care Services