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PREFERRED HOME HEALTH CARE, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePREFERRED HOME HEALTH CARE, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

PREFERRED HOME HEALTH CARE, INC. 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:PREFERRED HOME HEALTH CARE, INC.
Employer identification number (EIN):391770179
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PREFERRED HOME HEALTH CARE, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012017-10-01
0012016-10-01SARA KAHL
0012015-10-01WENDY SCHAEFERS
0012015-10-01
0012014-10-01WENDY SCHAEFERS
0012013-10-01WENDY SCHAEFERS
0012012-10-01WENDY M. SCHAEFERS2014-04-11
0012011-10-01WENDY M. SCHAEFERS2012-11-19
0012010-10-01WENDY M. SCHAEFERS2012-04-16

Financial Data on PREFERRED HOME HEALTH CARE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2019 : PREFERRED HOME HEALTH CARE, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-09-30$72,895
Expenses. Total of all expenses incurred2019-09-30$1,591,415
Benefits paid (including direct rollovers)2019-09-30$1,590,615
Total plan assets at end of year2019-09-30$1,089,856
Total plan assets at beginning of year2019-09-30$2,608,376
Value of fidelity bond covering the plan2019-09-30$20,000
Total contributions received or receivable from participants2019-09-30$27,954
Other income received2019-09-30$44,941
Net income (gross income less expenses)2019-09-30$-1,518,520
Net plan assets at end of year (total assets less liabilities)2019-09-30$1,089,856
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$2,608,376
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
2018 : PREFERRED HOME HEALTH CARE, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
2017 : PREFERRED HOME HEALTH CARE, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-09-30$343,760
Expenses. Total of all expenses incurred2017-09-30$5,857
Benefits paid (including direct rollovers)2017-09-30$5,387
Total plan assets at end of year2017-09-30$2,319,081
Total plan assets at beginning of year2017-09-30$1,981,178
Value of fidelity bond covering the plan2017-09-30$20,000
Total contributions received or receivable from participants2017-09-30$40,442
Contributions received from other sources (not participants or employers)2017-09-30$2,312
Other income received2017-09-30$301,006
Net income (gross income less expenses)2017-09-30$337,903
Net plan assets at end of year (total assets less liabilities)2017-09-30$2,319,081
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$1,981,178
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$470
2016 : PREFERRED HOME HEALTH CARE, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-09-30$336,556
Expenses. Total of all expenses incurred2016-09-30$181,926
Benefits paid (including direct rollovers)2016-09-30$179,806
Total plan assets at end of year2016-09-30$2,024,663
Total plan assets at beginning of year2016-09-30$1,870,033
Value of fidelity bond covering the plan2016-09-30$10,000
Total contributions received or receivable from participants2016-09-30$62,025
Contributions received from other sources (not participants or employers)2016-09-30$26,268
Other income received2016-09-30$209,885
Net income (gross income less expenses)2016-09-30$154,630
Net plan assets at end of year (total assets less liabilities)2016-09-30$2,024,663
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$1,870,033
Total contributions received or receivable from employer(s)2016-09-30$38,378
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$2,120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : PREFERRED HOME HEALTH CARE, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-09-30$-13,463
Expenses. Total of all expenses incurred2015-09-30$45,512
Benefits paid (including direct rollovers)2015-09-30$45,179
Total plan assets at end of year2015-09-30$1,870,033
Total plan assets at beginning of year2015-09-30$1,929,008
Value of fidelity bond covering the plan2015-09-30$10,000
Total contributions received or receivable from participants2015-09-30$46,179
Other income received2015-09-30$-59,642
Net income (gross income less expenses)2015-09-30$-58,975
Net plan assets at end of year (total assets less liabilities)2015-09-30$1,870,033
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$1,929,008
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$333
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : PREFERRED HOME HEALTH CARE, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-09-30$230,454
Expenses. Total of all expenses incurred2014-09-30$29,962
Benefits paid (including direct rollovers)2014-09-30$29,802
Total plan assets at end of year2014-09-30$1,929,008
Total plan assets at beginning of year2014-09-30$1,728,516
Total contributions received or receivable from participants2014-09-30$72,521
Other income received2014-09-30$157,933
Net income (gross income less expenses)2014-09-30$200,492
Net plan assets at end of year (total assets less liabilities)2014-09-30$1,929,008
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$1,728,516
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$160
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0

Form 5500 Responses for PREFERRED HOME HEALTH CARE, INC. 401(K) PROFIT SHARING PLAN

2018: PREFERRED HOME HEALTH CARE, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: PREFERRED HOME HEALTH CARE, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: PREFERRED HOME HEALTH CARE, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: PREFERRED HOME HEALTH CARE, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedYes
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: PREFERRED HOME HEALTH CARE, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: PREFERRED HOME HEALTH CARE, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811260
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811260
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811260
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811260
Policy instance 1

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