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HOME HEALTH DEPOT, INC. 401(K) PLAN 401k Plan overview

Plan NameHOME HEALTH DEPOT, INC. 401(K) PLAN
Plan identification number 001

HOME HEALTH DEPOT, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

HOME HEALTH DEPOT, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOME HEALTH DEPOT, INC.
Employer identification number (EIN):352048538
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about HOME HEALTH DEPOT, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1996-05-15
Company Identification Number: P96000041802
Legal Registered Office Address: 1645 PALM BEACH LAKES BLVD. STE 1200

WEST PALM BEACH

33401

More information about HOME HEALTH DEPOT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOME HEALTH DEPOT, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01LAURINDA SWANK, TRUSTEE LAURINDA SWANK, CFO2018-04-30
0012016-01-01LAURINDA SWANK, TRUSTEE LAURINDA SWANK, CFO2017-07-12
0012015-01-01LAURINDA SWANK, TRUSTEE LAURINDA SWANK, CFO2016-07-20
0012014-01-01LAURINDA SWANK
0012013-01-01JOE BELL JOE BELL2014-10-15
0012012-01-01JOE BELL JOE BELL2014-10-15
0012011-01-01LORI TAUEG2012-07-25
0012010-01-01LORI TAUEG2011-10-13
0012008-01-01LORI TAUEG
0012007-01-01LORI TAUEG

Plan Statistics for HOME HEALTH DEPOT, INC. 401(K) PLAN

401k plan membership statisitcs for HOME HEALTH DEPOT, INC. 401(K) PLAN

Measure Date Value
2017: HOME HEALTH DEPOT, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01227
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOME HEALTH DEPOT, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01212
Total number of active participants reported on line 7a of the Form 55002016-01-01168
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01226
Number of participants with account balances2016-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOME HEALTH DEPOT, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01260
Total number of active participants reported on line 7a of the Form 55002015-01-01169
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0140
Total of all active and inactive participants2015-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01210
Number of participants with account balances2015-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: HOME HEALTH DEPOT, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01236
Total number of active participants reported on line 7a of the Form 55002014-01-01182
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0185
Total of all active and inactive participants2014-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01268
Number of participants with account balances2014-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: HOME HEALTH DEPOT, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01228
Total number of active participants reported on line 7a of the Form 55002013-01-01205
Number of retired or separated participants receiving benefits2013-01-0127
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01232
Number of participants with account balances2013-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0126
2012: HOME HEALTH DEPOT, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01130
Total number of active participants reported on line 7a of the Form 55002012-01-01156
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01172
Number of participants with account balances2012-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0129
2008: HOME HEALTH DEPOT, INC. 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0114
Total number of active participants reported on line 7a of the Form 55002008-01-0117
Number of other retired or separated participants entitled to future benefits2008-01-011
Total of all active and inactive participants2008-01-0118
Total participants2008-01-0118
Number of participants with account balances2008-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-012
2007: HOME HEALTH DEPOT, INC. 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0110
Total number of active participants reported on line 7a of the Form 55002007-01-018
Number of other retired or separated participants entitled to future benefits2007-01-011
Total of all active and inactive participants2007-01-019
Total participants2007-01-019
Number of participants with account balances2007-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-012

Financial Data on HOME HEALTH DEPOT, INC. 401(K) PLAN

Measure Date Value
2017 : HOME HEALTH DEPOT, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-15$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-15$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-15$0
Total income from all sources (including contributions)2017-12-15$458,776
Total loss/gain on sale of assets2017-12-15$0
Total of all expenses incurred2017-12-15$2,261,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-15$2,240,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-15$217,594
Value of total assets at end of year2017-12-15$0
Value of total assets at beginning of year2017-12-15$1,802,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-15$20,885
Total interest from all sources2017-12-15$642
Total dividends received (eg from common stock, registered investment company shares)2017-12-15$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-15Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-15$0
Was this plan covered by a fidelity bond2017-12-15Yes
Value of fidelity bond cover2017-12-15$500,000
If this is an individual account plan, was there a blackout period2017-12-15No
Were there any nonexempt tranactions with any party-in-interest2017-12-15No
Contributions received from participants2017-12-15$177,311
Participant contributions at end of year2017-12-15$0
Participant contributions at beginning of year2017-12-15$10,727
Income. Received or receivable in cash from other sources (including rollovers)2017-12-15$40,283
Administrative expenses (other) incurred2017-12-15$11,475
Total non interest bearing cash at end of year2017-12-15$0
Total non interest bearing cash at beginning of year2017-12-15$47
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-15No
Value of net income/loss2017-12-15$-1,802,227
Value of net assets at end of year (total assets less liabilities)2017-12-15$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-15$1,802,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-15No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-15No
Were any leases to which the plan was party in default or uncollectible2017-12-15No
Investment advisory and management fees2017-12-15$3,923
Value of interest in pooled separate accounts at end of year2017-12-15$0
Value of interest in pooled separate accounts at beginning of year2017-12-15$1,791,453
Interest on participant loans2017-12-15$642
Net investment gain/loss from pooled separate accounts2017-12-15$240,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-15No
Was there a failure to transmit to the plan any participant contributions2017-12-15No
Has the plan failed to provide any benefit when due under the plan2017-12-15No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-15$2,240,118
Contract administrator fees2017-12-15$5,487
Did the plan have assets held for investment2017-12-15No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-15No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-15Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-15Yes
Opinion of an independent qualified public accountant for this plan2017-12-15Disclaimer
Accountancy firm name2017-12-15KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2017-12-15351090346
2016 : HOME HEALTH DEPOT, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$508,242
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$363,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$325,570
Expenses. Certain deemed distributions of participant loans2016-12-31$2,153
Value of total corrective distributions2016-12-31$25,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$359,509
Value of total assets at end of year2016-12-31$1,802,227
Value of total assets at beginning of year2016-12-31$1,657,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,805
Total interest from all sources2016-12-31$561
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$356,154
Participant contributions at end of year2016-12-31$10,727
Participant contributions at beginning of year2016-12-31$9,666
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$23
Other income not declared elsewhere2016-12-31$841
Administrative expenses (other) incurred2016-12-31$4,368
Total non interest bearing cash at end of year2016-12-31$47
Total non interest bearing cash at beginning of year2016-12-31$1,313
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$144,534
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,802,227
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,657,693
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
Investment advisory and management fees2016-12-31$4,220
Value of interest in pooled separate accounts at end of year2016-12-31$1,791,453
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,646,714
Interest on participant loans2016-12-31$561
Net investment gain/loss from pooled separate accounts2016-12-31$147,331
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$3,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$325,570
Contract administrator fees2016-12-31$2,217
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 name2016-12-31KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2016-12-31351090346
2015 : HOME HEALTH DEPOT, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$259,005
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$666,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$615,735
Expenses. Certain deemed distributions of participant loans2015-12-31$1,424
Value of total corrective distributions2015-12-31$36,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$289,664
Value of total assets at end of year2015-12-31$1,657,693
Value of total assets at beginning of year2015-12-31$2,065,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,952
Total interest from all sources2015-12-31$915
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$289,664
Participant contributions at end of year2015-12-31$9,666
Participant contributions at beginning of year2015-12-31$63,492
Other income not declared elsewhere2015-12-31$912
Administrative expenses (other) incurred2015-12-31$6,040
Total non interest bearing cash at end of year2015-12-31$1,313
Total non interest bearing cash at beginning of year2015-12-31$4,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-407,823
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,657,693
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,065,516
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
Investment advisory and management fees2015-12-31$4,558
Value of interest in pooled separate accounts at end of year2015-12-31$1,646,714
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,997,398
Interest on participant loans2015-12-31$915
Net investment gain/loss from pooled separate accounts2015-12-31$-32,486
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$615,735
Contract administrator fees2015-12-31$2,354
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 name2015-12-31KATZ, SAPPER AND MILLER, LLP
Accountancy firm EIN2015-12-31351090346
2014 : HOME HEALTH DEPOT, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$539,473
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$412,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$351,474
Value of total corrective distributions2014-12-31$56,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$445,852
Value of total assets at end of year2014-12-31$2,065,516
Value of total assets at beginning of year2014-12-31$1,938,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,665
Total interest from all sources2014-12-31$2,918
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$382,655
Participant contributions at end of year2014-12-31$63,492
Participant contributions at beginning of year2014-12-31$52,289
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$63,197
Other income not declared elsewhere2014-12-31$983
Administrative expenses (other) incurred2014-12-31$3,761
Total non interest bearing cash at end of year2014-12-31$4,626
Total non interest bearing cash at beginning of year2014-12-31$9,892
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$127,249
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,065,516
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,938,267
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
Investment advisory and management fees2014-12-31$425
Value of interest in pooled separate accounts at end of year2014-12-31$1,997,398
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,876,086
Interest on participant loans2014-12-31$2,918
Net investment gain/loss from pooled separate accounts2014-12-31$89,720
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$351,474
Contract administrator fees2014-12-31$479
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 name2014-12-31KATZ, SAPPER & MILLER
Accountancy firm EIN2014-12-31351090346
2013 : HOME HEALTH DEPOT, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$711,842
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$166,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$155,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$403,552
Value of total assets at end of year2013-12-31$1,938,267
Value of total assets at beginning of year2013-12-31$1,393,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,496
Total interest from all sources2013-12-31$1,453
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$364,401
Participant contributions at end of year2013-12-31$52,289
Participant contributions at beginning of year2013-12-31$32,167
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$16,894
Other income not declared elsewhere2013-12-31$227
Total non interest bearing cash at end of year2013-12-31$9,892
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$545,163
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,938,267
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,393,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,876,086
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,304,008
Interest on participant loans2013-12-31$1,453
Value of interest in common/collective trusts at beginning of year2013-12-31$56,929
Net investment gain/loss from pooled separate accounts2013-12-31$306,610
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$22,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$155,183
Contract administrator fees2013-12-31$11,496
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 name2013-12-31KATZ, SAPPER & MILLER
Accountancy firm EIN2013-12-31351090346
2012 : HOME HEALTH DEPOT, INC. 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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$558,959
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$60,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$50,583
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$411,057
Value of total assets at end of year2012-12-31$1,409,815
Value of total assets at beginning of year2012-12-31$911,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,160
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$1,287
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
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$293,052
Participant contributions at end of year2012-12-31$32,167
Participant contributions at beginning of year2012-12-31$11,358
Participant contributions at end of year2012-12-31$11,307
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$602
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$498,216
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,409,815
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$911,599
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$1,304,008
Value of interest in pooled separate accounts at beginning of year2012-12-31$854,187
Interest on participant loans2012-12-31$1,287
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$56,929
Value of interest in common/collective trusts at beginning of year2012-12-31$46,054
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$145,138
Net investment gain or loss from common/collective trusts2012-12-31$875
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$118,005
Employer contributions (assets) at end of year2012-12-31$5,404
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$50,583
Contract administrator fees2012-12-31$10,160
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31KATZ, SAPPER & MILLER
Accountancy firm EIN2012-12-31351090346
2007 : HOME HEALTH DEPOT, INC. 401(K) PLAN 2007 401k financial data
Total income from all sources2007-12-31$63,521
Expenses. Total of all expenses incurred2007-12-31$70,803
Benefits paid (including direct rollovers)2007-12-31$70,674
Total plan assets at end of year2007-12-31$94,379
Total plan assets at beginning of year2007-12-31$101,661
Total contributions received or receivable from participants2007-12-31$39,258
Expenses. Other expenses not covered elsewhere2007-12-31$129
Other income received2007-12-31$8,674
Net income (gross income less expenses)2007-12-31$-7,282
Net plan assets at end of year (total assets less liabilities)2007-12-31$94,379
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$101,661
Assets. Value of participant loans2007-12-31$4,804
Total contributions received or receivable from employer(s)2007-12-31$15,589

Form 5500 Responses for HOME HEALTH DEPOT, INC. 401(K) PLAN

2017: HOME HEALTH DEPOT, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOME HEALTH DEPOT, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOME HEALTH DEPOT, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOME HEALTH DEPOT, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOME HEALTH DEPOT, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOME HEALTH DEPOT, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2008: HOME HEALTH DEPOT, INC. 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: HOME HEALTH DEPOT, INC. 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109852
Policy instance 1
Insurance contract or identification number109852
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,619
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11619
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker nameSPONSEL CPA GROUP, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109852
Policy instance 1
Insurance contract or identification number109852
Number of Individuals Covered193
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,448
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11890
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker nameLPL FINANCIAL LLC - RPCP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109852
Policy instance 1
Insurance contract or identification number109852
Number of Individuals Covered241
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $22,769
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees1622
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC - RPCP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number109852
Policy instance 1
Insurance contract or identification number109852
Number of Individuals Covered209
Insurance policy start date2013-10-16
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $18,552
Total amount of fees paid to insurance companyUSD $600
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $18,552
Insurance broker organization code?3
Amount paid for insurance broker fees600
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameSPONSEL CPA GROUP, LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number711694
Policy instance 2
Insurance contract or identification number711694
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-10-18
Total amount of commissions paid to insurance brokerUSD $6,183
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,688
Insurance broker organization code?3
Insurance broker nameCONNER, BART
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number711694
Policy instance 1
Insurance contract or identification number711694
Number of Individuals Covered172
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,447
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,447
Insurance broker organization code?3
Insurance broker nameCONNER, BART
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number802626
Policy instance 1
Insurance contract or identification number802626
Number of Individuals Covered9
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $1,548
Total amount of fees paid to insurance companyUSD $252
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,548
Amount paid for insurance broker fees252
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameCES INS AGENCY INC

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