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ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 401k Plan overview

Plan NameROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN
Plan identification number 001

ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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.

401k Sponsoring company profile

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

Company Name:GRACEFUL AGING HOME CARE, INC.
Employer identification number (EIN):461103541
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about GRACEFUL AGING HOME CARE, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2012-09-27
Company Identification Number: 0756344
Legal Registered Office Address: 5504 FAIR OAKS DRIVE

VIRGINIA BEACH
United States of America (USA)
23464

More information about GRACEFUL AGING HOME CARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01VINCENT R MEDINA
0012016-01-01VINCE MEDINA
0012015-01-01ROBERT GARCIA
0012015-01-01VINCENT MEDINA
0012014-01-01VINCE MEDINA
0012013-01-01VINCE MEDINA
0012012-01-01VINCE MEDINA

Plan Statistics for ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN

401k plan membership statisitcs for ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN

Measure Date Value
2022: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
Number of participants with account balances2018-01-011
2017: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
Number of participants with account balances2017-01-011
2016: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
Number of participants with account balances2016-01-011
2015: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
Number of participants with account balances2015-01-011
2014: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Total of all active and inactive participants2014-01-011
Total participants2014-01-011
Number of participants with account balances2014-01-011
2013: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
Number of participants with account balances2013-01-011
2012: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011

Financial Data on ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN

Measure Date Value
2022 : ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-70,285
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$93,102
Total plan assets at beginning of year2022-12-31$163,387
Other income received2022-12-31$-70,285
Net income (gross income less expenses)2022-12-31$-70,285
Net plan assets at end of year (total assets less liabilities)2022-12-31$93,102
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$163,387
Assets. Value of employer securities2022-12-31$93,102
2021 : ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$3,881
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$163,387
Total plan assets at beginning of year2021-12-31$159,506
Other income received2021-12-31$3,881
Net income (gross income less expenses)2021-12-31$3,881
Net plan assets at end of year (total assets less liabilities)2021-12-31$163,387
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$159,506
Assets. Value of employer securities2021-12-31$163,386
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$81,369
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$159,506
Total plan assets at beginning of year2020-12-31$78,137
Other income received2020-12-31$81,369
Net income (gross income less expenses)2020-12-31$81,369
Net plan assets at end of year (total assets less liabilities)2020-12-31$159,506
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$78,137
Assets. Value of employer securities2020-12-31$159,506
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$-9,415
Expenses. Total of all expenses incurred2019-12-31$4
Total plan assets at end of year2019-12-31$78,137
Total plan assets at beginning of year2019-12-31$87,556
Expenses. Other expenses not covered elsewhere2019-12-31$4
Other income received2019-12-31$-9,415
Net income (gross income less expenses)2019-12-31$-9,419
Net plan assets at end of year (total assets less liabilities)2019-12-31$78,137
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$87,556
Assets. Value of employer securities2019-12-31$78,137
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2018 401k financial data
Total plan assets at end of year2018-12-31$87,556
Total plan assets at beginning of year2018-12-31$87,556
Net plan assets at end of year (total assets less liabilities)2018-12-31$87,556
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$87,556
Assets. Value of participant loans2018-12-31$24,227
Assets. Value of employer securities2018-12-31$86,239
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
2017 : ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$8,624
Total plan assets at end of year2017-12-31$87,556
Total plan assets at beginning of year2017-12-31$78,932
Other income received2017-12-31$8,624
Net income (gross income less expenses)2017-12-31$8,624
Net plan assets at end of year (total assets less liabilities)2017-12-31$87,556
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$78,932
Assets. Value of employer securities2017-12-31$86,239
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
2016 : ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$-48,545
Total plan assets at end of year2016-12-31$103,159
Total plan assets at beginning of year2016-12-31$151,704
Other income received2016-12-31$-48,545
Net income (gross income less expenses)2016-12-31$-48,545
Net plan assets at end of year (total assets less liabilities)2016-12-31$103,159
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$151,704
Assets. Value of employer securities2016-12-31$77,615
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
2015 : ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,129,032
Expenses. Total of all expenses incurred2015-12-31$22
Total plan assets at end of year2015-12-31$1,129,010
Total plan assets at beginning of year2015-12-31$95,285
Expenses. Other expenses not covered elsewhere2015-12-31$22
Contributions received from other sources (not participants or employers)2015-12-31$1,128,988
Other income received2015-12-31$44
Net income (gross income less expenses)2015-12-31$1,129,010
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,129,010
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$95,285
Assets. Value of participant loans2015-12-31$25,400
Assets. Value of employer securities2015-12-31$1,129,010
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$3
Expenses. Total of all expenses incurred2014-12-31$14
Total plan assets at end of year2014-12-31$95,285
Total plan assets at beginning of year2014-12-31$95,296
Expenses. Other expenses not covered elsewhere2014-12-31$14
Other income received2014-12-31$3
Net income (gross income less expenses)2014-12-31$-11
Net plan assets at end of year (total assets less liabilities)2014-12-31$95,285
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$95,296
Assets. Value of participant loans2014-12-31$25,400
Assets. Value of employer securities2014-12-31$69,877
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$45,659
Expenses. Total of all expenses incurred2013-12-31$4
Total plan assets at end of year2013-12-31$95,296
Total plan assets at beginning of year2013-12-31$49,641
Expenses. Other expenses not covered elsewhere2013-12-31$4
Contributions received from other sources (not participants or employers)2013-12-31$45,650
Other income received2013-12-31$9
Net income (gross income less expenses)2013-12-31$45,655
Net plan assets at end of year (total assets less liabilities)2013-12-31$95,296
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$49,641
Assets. Value of participant loans2013-12-31$20,000
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$49,641
Total plan assets at end of year2012-12-31$49,641
Contributions received from other sources (not participants or employers)2012-12-31$49,641
Net income (gross income less expenses)2012-12-31$49,641
Net plan assets at end of year (total assets less liabilities)2012-12-31$49,641
Assets. Value of employer securities2012-12-31$49,350
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0

Form 5500 Responses for ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN

2022: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT E. GARCIA & ASSOCIATES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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