FAMILY MATTERS IN-HOME CARE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FAMILY MATTERS IN-HOME CARE 401(K) PLAN
Measure | Date | Value |
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2022 : FAMILY MATTERS IN-HOME CARE 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $155,598 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $134,506 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $71,101 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $28,119 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $450,366 |
Value of total assets at end of year | 2022-12-31 | $1,718,296 |
Value of total assets at beginning of year | 2022-12-31 | $1,697,204 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $35,286 |
Total interest from all sources | 2022-12-31 | $2,414 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $49,039 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $49,039 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $170,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $322,801 |
Participant contributions at end of year | 2022-12-31 | $55,250 |
Participant contributions at beginning of year | 2022-12-31 | $42,197 |
Participant contributions at end of year | 2022-12-31 | $4,655 |
Other income not declared elsewhere | 2022-12-31 | $153 |
Administrative expenses (other) incurred | 2022-12-31 | $35,286 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $21,092 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,718,296 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,697,204 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,663,046 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,655,007 |
Interest on participant loans | 2022-12-31 | $2,414 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-346,374 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $127,565 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $71,101 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WITHUMSMITHANDBROWN PC |
Accountancy firm EIN | 2022-12-31 | 222027092 |
2021 : FAMILY MATTERS IN-HOME CARE 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $719,485 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $229,688 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $196,000 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $511 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $527,079 |
Value of total assets at end of year | 2021-12-31 | $1,697,204 |
Value of total assets at beginning of year | 2021-12-31 | $1,207,407 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $33,177 |
Total interest from all sources | 2021-12-31 | $1,185 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $64,034 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $64,034 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $121,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $349,197 |
Participant contributions at end of year | 2021-12-31 | $42,197 |
Participant contributions at beginning of year | 2021-12-31 | $22,430 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $29,778 |
Other income not declared elsewhere | 2021-12-31 | $585 |
Administrative expenses (other) incurred | 2021-12-31 | $33,177 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $489,797 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,697,204 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,207,407 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,655,007 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,184,977 |
Interest on participant loans | 2021-12-31 | $1,185 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $126,602 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $148,104 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $196,000 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WITHUMSMITHANDBROWN PC |
Accountancy firm EIN | 2021-12-31 | 222027092 |
2020 : FAMILY MATTERS IN-HOME CARE 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $611,311 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $66,198 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $43,243 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $426,754 |
Value of total assets at end of year | 2020-12-31 | $1,207,407 |
Value of total assets at beginning of year | 2020-12-31 | $662,294 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $22,955 |
Total interest from all sources | 2020-12-31 | $719 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $28,374 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $28,374 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $66,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $289,266 |
Participant contributions at end of year | 2020-12-31 | $22,430 |
Participant contributions at beginning of year | 2020-12-31 | $9,752 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $121 |
Administrative expenses (other) incurred | 2020-12-31 | $22,955 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $7,110 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $545,113 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,207,407 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $662,294 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,184,977 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $645,432 |
Interest on participant loans | 2020-12-31 | $719 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $155,464 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $137,367 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $43,243 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WITHUMSMITHANDBROWN, PC |
Accountancy firm EIN | 2020-12-31 | 222027092 |
2019 : FAMILY MATTERS IN-HOME CARE 401(K) PLAN 2019 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $424,611 |
Total income from all sources (including contributions) | 2019-12-31 | $424,611 |
Total of all expenses incurred | 2019-12-31 | $1,565 |
Total of all expenses incurred | 2019-12-31 | $1,565 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,365 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,365 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $340,760 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $340,760 |
Value of total assets at end of year | 2019-12-31 | $662,294 |
Value of total assets at end of year | 2019-12-31 | $662,294 |
Value of total assets at beginning of year | 2019-12-31 | $239,248 |
Value of total assets at beginning of year | 2019-12-31 | $239,248 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $200 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $200 |
Total interest from all sources | 2019-12-31 | $665 |
Total interest from all sources | 2019-12-31 | $665 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $12,545 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $12,545 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $12,545 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $12,545 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $190,000,000 |
Value of fidelity bond cover | 2019-12-31 | $190,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2019-12-31 | $0 |
Amount of non-exempt transactions with any party-in-interest | 2019-12-31 | $0 |
Contributions received from participants | 2019-12-31 | $220,791 |
Contributions received from participants | 2019-12-31 | $220,791 |
Participant contributions at end of year | 2019-12-31 | $9,752 |
Participant contributions at end of year | 2019-12-31 | $9,752 |
Participant contributions at beginning of year | 2019-12-31 | $3,984 |
Participant contributions at beginning of year | 2019-12-31 | $3,984 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $13,343 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $13,343 |
Other income not declared elsewhere | 2019-12-31 | $192 |
Other income not declared elsewhere | 2019-12-31 | $192 |
Administrative expenses (other) incurred | 2019-12-31 | $200 |
Administrative expenses (other) incurred | 2019-12-31 | $200 |
Total non interest bearing cash at end of year | 2019-12-31 | $7,110 |
Total non interest bearing cash at end of year | 2019-12-31 | $7,110 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $423,046 |
Value of net income/loss | 2019-12-31 | $423,046 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $662,294 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $662,294 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $239,248 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $239,248 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $645,432 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $645,432 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $235,264 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $235,264 |
Interest on participant loans | 2019-12-31 | $665 |
Interest on participant loans | 2019-12-31 | $665 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $70,449 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $70,449 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $106,626 |
Contributions received in cash from employer | 2019-12-31 | $106,626 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,365 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,365 |
Contract administrator fees | 2019-12-31 | $0 |
Contract administrator fees | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WITHUMSMITH+BROWN, PC |
Accountancy firm name | 2019-12-31 | WITHUMSMITH+BROWN, PC |
Accountancy firm EIN | 2019-12-31 | 222027092 |
Accountancy firm EIN | 2019-12-31 | 222027092 |