401k Plan data: CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN plan

CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN
Plan identification number	001

CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CARE AND RESPITE ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name: CARE AND RESPITE ENTERPRISES, INC.

Employer identification number (EIN): 452792860

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-07-01 BERNARD KILEY
001 2022-07-01
001 2022-07-01 BERNARD KILEY
001 2021-07-01
001 2021-07-01 BERNARD KILEY
001 2020-07-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 BERNARD J. KILEY, JR.
001 2016-01-01 BERNARD J. KILEY, JR.
001 2015-01-01 BERNARD J. KILEY, JR.
001 2014-01-01 BERNARD J. KILEY, JR.
001 2013-01-01 BERNARD J. KILEY, JR.
001 2012-01-01 BERNARD J. KILEY, JR.
001 2011-07-19 BERNARD J. KILEY, JR.

Financial Data on CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN

Measure	Date	Value
2023 : CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-06-30	$615,146
Expenses. Total of all expenses incurred	2023-06-30	$0
Total plan assets at end of year	2023-06-30	$1,980,334
Total plan assets at beginning of year	2023-06-30	$1,365,188
Value of fidelity bond covering the plan	2023-06-30	$100,000
Other income received	2023-06-30	$615,146
Net income (gross income less expenses)	2023-06-30	$615,146
Net plan assets at end of year (total assets less liabilities)	2023-06-30	$1,980,334
Net plan assets at beginning of year (total assets less liabilities)	2023-06-30	$1,365,188
Assets. Value of employer securities	2023-06-30	$1,980,334
2022 : CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-06-30	$592,513
Expenses. Total of all expenses incurred	2022-06-30	$0
Total plan assets at end of year	2022-06-30	$1,365,188
Total plan assets at beginning of year	2022-06-30	$772,675
Value of fidelity bond covering the plan	2022-06-30	$100,000
Other income received	2022-06-30	$592,513
Net income (gross income less expenses)	2022-06-30	$592,513
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$1,365,188
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$772,675
Assets. Value of employer securities	2022-06-30	$1,365,188
2021 : CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-06-30	$9,921
Expenses. Total of all expenses incurred	2021-06-30	$0
Total plan assets at end of year	2021-06-30	$772,675
Total plan assets at beginning of year	2021-06-30	$762,754
Value of fidelity bond covering the plan	2021-06-30	$100,000
Other income received	2021-06-30	$9,921
Net income (gross income less expenses)	2021-06-30	$9,921
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$772,675
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$762,754
Assets. Value of employer securities	2021-06-30	$772,675
2020 : CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-06-30	$121,538
Expenses. Total of all expenses incurred	2020-06-30	$0
Total plan assets at end of year	2020-06-30	$762,754
Total plan assets at beginning of year	2020-06-30	$641,216
Other income received	2020-06-30	$121,538
Net income (gross income less expenses)	2020-06-30	$121,538
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$762,754
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$641,216
Assets. Value of employer securities	2020-06-30	$762,754
2019 : CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$65,865
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$641,216
Total plan assets at beginning of year	2019-12-31	$575,351
Value of fidelity bond covering the plan	2019-12-31	$100,000
Other income received	2019-12-31	$65,865
Net income (gross income less expenses)	2019-12-31	$65,865
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$641,216
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$575,351
Assets. Value of employer securities	2019-12-31	$641,216
2018 : CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-94,186
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$575,351
Total plan assets at beginning of year	2018-12-31	$669,537
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-94,186
Net income (gross income less expenses)	2018-12-31	$-94,186
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$575,351
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$669,537
Assets. Value of employer securities	2018-12-31	$575,351
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$178,761
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$669,537
Total plan assets at beginning of year	2017-12-31	$490,776
Value of fidelity bond covering the plan	2017-12-31	$50,000
Total contributions received or receivable from participants	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$178,761
Net income (gross income less expenses)	2017-12-31	$178,761
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$669,537
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$490,776
Assets. Value of employer securities	2017-12-31	$669,537
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$45,650
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$490,776
Total plan assets at beginning of year	2016-12-31	$445,126
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$45,650
Net income (gross income less expenses)	2016-12-31	$45,650
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$490,776
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$445,126
Assets. Value of employer securities	2016-12-31	$490,776
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$42,231
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$445,126
Total plan assets at beginning of year	2015-12-31	$402,895
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$42,231
Net income (gross income less expenses)	2015-12-31	$42,231
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$445,126
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$402,895
Assets. Value of employer securities	2015-12-31	$445,126
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$356,005
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$402,895
Total plan assets at beginning of year	2014-12-31	$46,890
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$356,005
Net income (gross income less expenses)	2014-12-31	$356,005
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$402,895
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$46,890
Assets. Value of employer securities	2014-12-31	$402,895
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-171,174
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$46,890
Total plan assets at beginning of year	2013-12-31	$218,064
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$-171,174
Net income (gross income less expenses)	2013-12-31	$-171,174
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$46,890
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$218,064
Assets. Value of employer securities	2013-12-31	$46,890
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$2,611
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$218,064
Total plan assets at beginning of year	2012-12-31	$215,453
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$80,000
Other income received	2012-12-31	$-77,389
Net income (gross income less expenses)	2012-12-31	$2,611
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$218,064
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$215,453
Assets. Value of employer securities	2012-12-31	$218,064
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$215,463
Expenses. Total of all expenses incurred	2011-12-31	$10
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$215,453
Total contributions received or receivable from participants	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$220,500
Other income received	2011-12-31	$-5,037
Net income (gross income less expenses)	2011-12-31	$215,453
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$215,453
Assets. Value of employer securities	2011-12-31	$215,453
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$10

Form 5500 Responses for CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN

2022: CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
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)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CARE AND RESPITE ENTERPRISES, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-07-19	Type of plan entity	Single employer plan
2011-07-19	First time form 5500 has been submitted	Yes
2011-07-19	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-07-19	Plan funding arrangement – Trust	Yes
2011-07-19	Plan benefit arrangement - Trust	Yes

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Company Name:	CARE AND RESPITE ENTERPRISES, INC.
Employer identification number (EIN):	452792860
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Plan id#	Filing Submission Date	Name of Administrator
001	2023-07-01	BERNARD KILEY
001	2022-07-01
001	2022-07-01	BERNARD KILEY
001	2021-07-01
001	2021-07-01	BERNARD KILEY
001	2020-07-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	BERNARD J. KILEY, JR.
001	2016-01-01	BERNARD J. KILEY, JR.
001	2015-01-01	BERNARD J. KILEY, JR.
001	2014-01-01	BERNARD J. KILEY, JR.
001	2013-01-01	BERNARD J. KILEY, JR.
001	2012-01-01	BERNARD J. KILEY, JR.
001	2011-07-19	BERNARD J. KILEY, JR.