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HOSPICE OF THE CALUMET AREA, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameHOSPICE OF THE CALUMET AREA, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

HOSPICE OF THE CALUMET AREA, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 THE CALUMET AREA has sponsored the creation of one or more 401k plans.

Company Name:HOSPICE OF THE CALUMET AREA
Employer identification number (EIN):351519392
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOSPICE OF THE CALUMET AREA, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ADRIANNE MAY2024-06-28 ADRIANNE MAY2024-06-28
0012022-01-01ADRIANNE MAY2023-06-26
0012021-01-01ADRIANNE MAY2022-08-03 ADRIANNE MAY2022-08-03
0012020-01-01ADRIANNE MAY2021-08-17 ADRIANNE MAY2021-08-17
0012019-01-01CHARLES LAGER2020-07-22
0012018-01-01CHARLES LAGER2019-07-11
0012017-01-01CHARLES LAGER2018-07-12
0012016-01-01CHARLES LAGER2017-07-12
0012013-01-01JENNIFER CRUMLEY2014-07-25
0012012-01-01JENNIFER WAYCO2013-06-26
0012011-01-01JENNIFER WAYCO2012-09-13
0012010-01-01JENNIFER WAYCO2011-09-07

Plan Statistics for HOSPICE OF THE CALUMET AREA, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for HOSPICE OF THE CALUMET AREA, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2025: HOSPICE OF THE CALUMET AREA, INC. RETIREMENT SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-0186
Total number of particpants at end of year2025-07-0182
Number of Participants With Account Balances2025-07-0173
2024: HOSPICE OF THE CALUMET AREA, INC. RETIREMENT SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-2887
Total number of particpants at end of year2024-06-2886
Number of Participants With Account Balances2024-06-2879

Financial Data on HOSPICE OF THE CALUMET AREA, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : HOSPICE OF THE CALUMET AREA, INC. RETIREMENT SAVINGS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-010
Total expenses incurred by plan in this plan year2025-07-011228286
Net assets as of the end of the plan year2025-07-015060396
Total assets as of the beginning of the plan year2025-07-015292205
Value of plan covered by a fidelity bond2025-07-01500000
Participant contributions to plan in this plan year2025-07-01267764
Other contributions to plan in this plan year2025-07-010
Other income to plan in this plan year2025-07-01613945
Plan net income in this plan year2025-07-01-231809
Net assets as of the end of the plan year2025-07-015060396
Net assets as of the beginning of the plan year2025-07-015292205
Employer contributions to plan in this plan year2025-07-01114768
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0121045
2024 : HOSPICE OF THE CALUMET AREA, INC. RETIREMENT SAVINGS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-280
Total expenses incurred by plan in this plan year2024-06-28205189
Net assets as of the end of the plan year2024-06-285292205
Total assets as of the beginning of the plan year2024-06-284484729
Value of plan covered by a fidelity bond2024-06-28500000
Participant contributions to plan in this plan year2024-06-28253374
Other contributions to plan in this plan year2024-06-280
Other income to plan in this plan year2024-06-28655490
Plan net income in this plan year2024-06-28807476
Net assets as of the end of the plan year2024-06-285292205
Net assets as of the beginning of the plan year2024-06-284484729
Employer contributions to plan in this plan year2024-06-28103801
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2817821

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