401k Plan data: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN plan

VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 401k Plan overview

Plan Name	VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN
Plan identification number	001

VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN Benefits

401k Plan Type

Defined 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 sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VISITING NURSE ASSOCIATION OF THE MIDLANDS has sponsored the creation of one or more 401k plans.

Company Name: VISITING NURSE ASSOCIATION OF THE MIDLANDS

Employer identification number (EIN): 470690207

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DAVID VANLANDINGHAM 2023-10-04
001 2021-01-01 DAVID VANLANDINGHAM 2022-10-05
001 2020-01-01 DAVID VANLANDINGHAM 2021-10-08
001 2019-01-01 DAVID VANLANDINGHAM 2020-07-31
001 2018-01-01 DAVID VANLANDINGHAM 2019-07-30
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 DAVID VANLANDINGHAM
001 2011-01-01 DAVID VANLANDINGHAM
001 2009-01-01 DAVID VANLANDINGHAM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	DAVID VANLANDINGHAM	2023-10-04
001	2021-01-01	DAVID VANLANDINGHAM	2022-10-05
001	2020-01-01	DAVID VANLANDINGHAM	2021-10-08
001	2019-01-01	DAVID VANLANDINGHAM	2020-07-31
001	2018-01-01	DAVID VANLANDINGHAM	2019-07-30
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	DAVID VANLANDINGHAM
001	2011-01-01	DAVID VANLANDINGHAM
001	2009-01-01	DAVID VANLANDINGHAM

Plan Statistics for VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN

401k plan membership statisitcs for VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN

Measure Date Value
2022: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 354
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 161
Number of other retired or separated participants entitled to future benefits 2022-01-01 135
Total of all active and inactive participants 2022-01-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 297
Number of participants with account balances 2022-01-01 263
2021: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 437
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 169
Number of other retired or separated participants entitled to future benefits 2021-01-01 208
Total of all active and inactive participants 2021-01-01 377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 379
Number of participants with account balances 2021-01-01 345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 22
2020: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 462
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 347
Number of other retired or separated participants entitled to future benefits 2020-01-01 142
Total of all active and inactive participants 2020-01-01 489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 491
Number of participants with account balances 2020-01-01 464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 20
2019: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 497
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 369
Number of other retired or separated participants entitled to future benefits 2019-01-01 92
Total of all active and inactive participants 2019-01-01 461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 462
Number of participants with account balances 2019-01-01 383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 483
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 419
Number of other retired or separated participants entitled to future benefits 2018-01-01 78
Total of all active and inactive participants 2018-01-01 497
Total participants 2018-01-01 497
Number of participants with account balances 2018-01-01 404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 456
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 406
Number of other retired or separated participants entitled to future benefits 2017-01-01 77
Total of all active and inactive participants 2017-01-01 483
Total participants 2017-01-01 483
Number of participants with account balances 2017-01-01 399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 446
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 387
Number of other retired or separated participants entitled to future benefits 2016-01-01 69
Total of all active and inactive participants 2016-01-01 456
Total participants 2016-01-01 456
Number of participants with account balances 2016-01-01 410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 454
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 395
Number of other retired or separated participants entitled to future benefits 2015-01-01 51
Total of all active and inactive participants 2015-01-01 446
Total participants 2015-01-01 446
Number of participants with account balances 2015-01-01 382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 458
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 404
Number of other retired or separated participants entitled to future benefits 2014-01-01 50
Total of all active and inactive participants 2014-01-01 454
Total participants 2014-01-01 454
Number of participants with account balances 2014-01-01 391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 446
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 399
Number of other retired or separated participants entitled to future benefits 2013-01-01 59
Total of all active and inactive participants 2013-01-01 458
Total participants 2013-01-01 458
Number of participants with account balances 2013-01-01 382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 16
2012: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 436
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 405
Number of other retired or separated participants entitled to future benefits 2012-01-01 39
Total of all active and inactive participants 2012-01-01 444
Total participants 2012-01-01 444
Number of participants with account balances 2012-01-01 384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 41
2011: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 428
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 393
Number of other retired or separated participants entitled to future benefits 2011-01-01 43
Total of all active and inactive participants 2011-01-01 436
Total participants 2011-01-01 436
Number of participants with account balances 2011-01-01 381
2009: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 412
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 409
Number of other retired or separated participants entitled to future benefits 2009-01-01 138
Total of all active and inactive participants 2009-01-01 547
Total participants 2009-01-01 547
Number of participants with account balances 2009-01-01 371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 64

Measure	Date	Value
2022: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	354
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	161
Number of other retired or separated participants entitled to future benefits	2022-01-01	135
Total of all active and inactive participants	2022-01-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	297
Number of participants with account balances	2022-01-01	263
2021: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	437
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	169
Number of other retired or separated participants entitled to future benefits	2021-01-01	208
Total of all active and inactive participants	2021-01-01	377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	379
Number of participants with account balances	2021-01-01	345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	22
2020: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	462
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	347
Number of other retired or separated participants entitled to future benefits	2020-01-01	142
Total of all active and inactive participants	2020-01-01	489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	491
Number of participants with account balances	2020-01-01	464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	20
2019: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	497
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	369
Number of other retired or separated participants entitled to future benefits	2019-01-01	92
Total of all active and inactive participants	2019-01-01	461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	462
Number of participants with account balances	2019-01-01	383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	483
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	419
Number of other retired or separated participants entitled to future benefits	2018-01-01	78
Total of all active and inactive participants	2018-01-01	497
Total participants	2018-01-01	497
Number of participants with account balances	2018-01-01	404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	456
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	406
Number of other retired or separated participants entitled to future benefits	2017-01-01	77
Total of all active and inactive participants	2017-01-01	483
Total participants	2017-01-01	483
Number of participants with account balances	2017-01-01	399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	446
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	387
Number of other retired or separated participants entitled to future benefits	2016-01-01	69
Total of all active and inactive participants	2016-01-01	456
Total participants	2016-01-01	456
Number of participants with account balances	2016-01-01	410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	454
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	395
Number of other retired or separated participants entitled to future benefits	2015-01-01	51
Total of all active and inactive participants	2015-01-01	446
Total participants	2015-01-01	446
Number of participants with account balances	2015-01-01	382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	458
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	404
Number of other retired or separated participants entitled to future benefits	2014-01-01	50
Total of all active and inactive participants	2014-01-01	454
Total participants	2014-01-01	454
Number of participants with account balances	2014-01-01	391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	446
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	399
Number of other retired or separated participants entitled to future benefits	2013-01-01	59
Total of all active and inactive participants	2013-01-01	458
Total participants	2013-01-01	458
Number of participants with account balances	2013-01-01	382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	16
2012: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	436
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	405
Number of other retired or separated participants entitled to future benefits	2012-01-01	39
Total of all active and inactive participants	2012-01-01	444
Total participants	2012-01-01	444
Number of participants with account balances	2012-01-01	384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	41
2011: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	428
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	393
Number of other retired or separated participants entitled to future benefits	2011-01-01	43
Total of all active and inactive participants	2011-01-01	436
Total participants	2011-01-01	436
Number of participants with account balances	2011-01-01	381
2009: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	412
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	409
Number of other retired or separated participants entitled to future benefits	2009-01-01	138
Total of all active and inactive participants	2009-01-01	547
Total participants	2009-01-01	547
Number of participants with account balances	2009-01-01	371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	64

Financial Data on VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN

Measure	Date	Value
2022 : VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-3,070,163
Total of all expenses incurred	2022-12-31	$4,005,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,929,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$630,922
Value of total assets at end of year	2022-12-31	$14,652,371
Value of total assets at beginning of year	2022-12-31	$21,727,907
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$75,627
Total interest from all sources	2022-12-31	$4,241
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$38,465
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	$38,465
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$504,803
Participant contributions at end of year	2022-12-31	$99,724
Participant contributions at beginning of year	2022-12-31	$109,931
Participant contributions at end of year	2022-12-31	$17,222
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$533
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	$-7,075,536
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,652,371
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$21,727,907
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	$2,884,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,412,757
Value of interest in pooled separate accounts at end of year	2022-12-31	$10,967,632
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$15,704,241
Interest on participant loans	2022-12-31	$4,241
Value of interest in common/collective trusts at end of year	2022-12-31	$678,887
Value of interest in common/collective trusts at beginning of year	2022-12-31	$500,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,325,204
Net investment gain/loss from pooled separate accounts	2022-12-31	$-2,429,289
Net investment gain or loss from common/collective trusts	2022-12-31	$10,702
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	$125,586
Employer contributions (assets) at end of year	2022-12-31	$4,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,929,746
Contract administrator fees	2022-12-31	$75,627
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	2022-12-31	No
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	EIDE BAILLY, LLP
Accountancy firm EIN	2022-12-31	450250958
2021 : VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$4,737,765
Total of all expenses incurred	2021-12-31	$9,758,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$9,655,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,350,951
Value of total assets at end of year	2021-12-31	$21,727,907
Value of total assets at beginning of year	2021-12-31	$26,748,269
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$103,022
Total interest from all sources	2021-12-31	$8,239
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$49,441
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	$49,441
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,020,977
Participant contributions at end of year	2021-12-31	$109,931
Participant contributions at beginning of year	2021-12-31	$279,132
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$52,460
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$28,080
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	$-5,020,362
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$21,727,907
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$26,748,269
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	$5,412,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,498,651
Value of interest in pooled separate accounts at end of year	2021-12-31	$15,704,241
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$18,532,875
Interest on participant loans	2021-12-31	$8,239
Value of interest in common/collective trusts at end of year	2021-12-31	$500,978
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,308,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$63,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$575,112
Net investment gain/loss from pooled separate accounts	2021-12-31	$2,739,555
Net investment gain or loss from common/collective trusts	2021-12-31	$14,467
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	$301,894
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$13,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$9,655,105
Contract administrator fees	2021-12-31	$103,022
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	2021-12-31	No
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	EIDE BAILLY, LLP
Accountancy firm EIN	2021-12-31	450250958
2020 : VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$5,767,797
Total of all expenses incurred	2020-12-31	$2,119,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,030,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,948,886
Value of total assets at end of year	2020-12-31	$26,748,269
Value of total assets at beginning of year	2020-12-31	$23,100,283
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$89,591
Total interest from all sources	2020-12-31	$13,705
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$55,035
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	$55,035
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,321,754
Participant contributions at end of year	2020-12-31	$279,132
Participant contributions at beginning of year	2020-12-31	$346,532
Participant contributions at end of year	2020-12-31	$52,460
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$272,762
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	$3,647,986
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$26,748,269
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$23,100,283
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	$6,498,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,744,879
Value of interest in pooled separate accounts at end of year	2020-12-31	$18,532,875
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$15,982,499
Interest on participant loans	2020-12-31	$12,827
Interest earned on other investments	2020-12-31	$878
Value of interest in common/collective trusts at end of year	2020-12-31	$1,308,006
Value of interest in common/collective trusts at beginning of year	2020-12-31	$932,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$63,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$93,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,245,487
Net investment gain/loss from pooled separate accounts	2020-12-31	$2,481,763
Net investment gain or loss from common/collective trusts	2020-12-31	$22,921
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	$354,370
Employer contributions (assets) at end of year	2020-12-31	$13,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,030,220
Contract administrator fees	2020-12-31	$89,591
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	No
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	SEIM JOHNSON, LLP
Accountancy firm EIN	2020-12-31	476097913
2019 : VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$6,027,539
Total of all expenses incurred	2019-12-31	$2,134,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,031,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,754,922
Value of total assets at end of year	2019-12-31	$23,100,283
Value of total assets at beginning of year	2019-12-31	$19,207,636
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$103,341
Total interest from all sources	2019-12-31	$15,896
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$168,832
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	$168,832
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,301,306
Participant contributions at end of year	2019-12-31	$346,532
Participant contributions at beginning of year	2019-12-31	$303,017
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$109,514
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	$3,892,647
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$23,100,283
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$19,207,636
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,744,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,004,906
Value of interest in pooled separate accounts at end of year	2019-12-31	$15,982,499
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$12,861,477
Interest on participant loans	2019-12-31	$14,504
Interest earned on other investments	2019-12-31	$1,392
Value of interest in common/collective trusts at end of year	2019-12-31	$932,419
Value of interest in common/collective trusts at beginning of year	2019-12-31	$829,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$93,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$208,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,008,554
Net investment gain/loss from pooled separate accounts	2019-12-31	$3,056,843
Net investment gain or loss from common/collective trusts	2019-12-31	$22,492
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
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	$344,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,031,551
Contract administrator fees	2019-12-31	$103,341
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	2019-12-31	No
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
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	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SEIM JOHNSON, LLP
Accountancy firm EIN	2019-12-31	476097913
2018 : VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$650,295
Total of all expenses incurred	2018-12-31	$1,601,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,507,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,811,970
Value of total assets at end of year	2018-12-31	$19,207,636
Value of total assets at beginning of year	2018-12-31	$20,159,234
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$94,009
Total interest from all sources	2018-12-31	$14,072
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$245,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$245,177
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,319,132
Participant contributions at end of year	2018-12-31	$303,017
Participant contributions at beginning of year	2018-12-31	$310,223
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$128,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-951,598
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$19,207,636
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$20,159,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,004,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,339,927
Value of interest in pooled separate accounts at end of year	2018-12-31	$12,861,477
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$13,446,916
Interest on participant loans	2018-12-31	$11,879
Interest earned on other investments	2018-12-31	$2,193
Value of interest in common/collective trusts at end of year	2018-12-31	$829,521
Value of interest in common/collective trusts at beginning of year	2018-12-31	$637,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$208,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$424,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-516,979
Net investment gain/loss from pooled separate accounts	2018-12-31	$-921,042
Net investment gain or loss from common/collective trusts	2018-12-31	$17,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$363,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,507,884
Contract administrator fees	2018-12-31	$94,009
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	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SEIM JOHNSON, LLP
Accountancy firm EIN	2018-12-31	476097913
2017 : VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$4,854,171
Total of all expenses incurred	2017-12-31	$2,429,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,337,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,897,277
Value of total assets at end of year	2017-12-31	$20,159,234
Value of total assets at beginning of year	2017-12-31	$17,734,959
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$92,337
Total interest from all sources	2017-12-31	$13,535
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$260,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$260,757
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,243,344
Participant contributions at end of year	2017-12-31	$310,223
Participant contributions at beginning of year	2017-12-31	$328,216
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$283,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,424,275
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$20,159,234
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$17,734,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,339,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,711,644
Value of interest in pooled separate accounts at end of year	2017-12-31	$13,446,916
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$11,594,939
Interest on participant loans	2017-12-31	$10,528
Interest earned on other investments	2017-12-31	$3,007
Value of interest in common/collective trusts at end of year	2017-12-31	$637,210
Value of interest in common/collective trusts at beginning of year	2017-12-31	$580,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$424,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$519,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$754,695
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,916,278
Net investment gain or loss from common/collective trusts	2017-12-31	$11,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$370,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,337,559
Contract administrator fees	2017-12-31	$92,337
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	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SEIM JOHNSON, LLP
Accountancy firm EIN	2017-12-31	476097913
2016 : VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,942,324
Total of all expenses incurred	2016-12-31	$1,483,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,399,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,784,146
Value of total assets at end of year	2016-12-31	$17,734,959
Value of total assets at beginning of year	2016-12-31	$16,275,690
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$83,071
Total interest from all sources	2016-12-31	$14,262
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$112,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$112,619
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,296,004
Participant contributions at end of year	2016-12-31	$328,216
Participant contributions at beginning of year	2016-12-31	$323,713
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$90,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,459,269
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$17,734,959
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$16,275,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,711,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,962,904
Value of interest in pooled separate accounts at end of year	2016-12-31	$11,594,939
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$10,437,278
Interest on participant loans	2016-12-31	$10,551
Interest earned on other investments	2016-12-31	$3,711
Value of interest in common/collective trusts at end of year	2016-12-31	$580,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$519,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$551,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$94,096
Net investment gain/loss from pooled separate accounts	2016-12-31	$930,570
Net investment gain or loss from common/collective trusts	2016-12-31	$6,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$397,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,399,984
Contract administrator fees	2016-12-31	$83,071
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	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SEIM JOHNSON, LLP
Accountancy firm EIN	2016-12-31	476097913
2015 : VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,748,494
Total of all expenses incurred	2015-12-31	$1,219,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,115,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,680,827
Value of total assets at end of year	2015-12-31	$16,275,690
Value of total assets at beginning of year	2015-12-31	$15,747,102
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$104,538
Total interest from all sources	2015-12-31	$14,005
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$211,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$211,289
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,072,895
Participant contributions at end of year	2015-12-31	$323,713
Participant contributions at beginning of year	2015-12-31	$273,695
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$226,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$528,588
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$16,275,690
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$15,747,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,962,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,650,034
Value of interest in pooled separate accounts at end of year	2015-12-31	$10,437,278
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$10,152,306
Interest on participant loans	2015-12-31	$10,045
Interest earned on other investments	2015-12-31	$3,960
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$551,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$671,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-100,793
Net investment gain/loss from pooled separate accounts	2015-12-31	$-56,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$381,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,115,368
Contract administrator fees	2015-12-31	$104,538
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	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SEIM JOHNSON, LLP
Accountancy firm EIN	2015-12-31	476097913
2014 : VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,528,776
Total of all expenses incurred	2014-12-31	$1,755,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,665,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,559,954
Value of total assets at end of year	2014-12-31	$15,747,102
Value of total assets at beginning of year	2014-12-31	$14,973,826
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$90,301
Total interest from all sources	2014-12-31	$13,221
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$196,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$196,226
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$250,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,008,533
Participant contributions at end of year	2014-12-31	$273,695
Participant contributions at beginning of year	2014-12-31	$238,263
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$195,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$773,276
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$15,747,102
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$14,973,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,650,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,055,084
Value of interest in pooled separate accounts at end of year	2014-12-31	$10,152,306
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$9,018,975
Interest on participant loans	2014-12-31	$8,124
Interest earned on other investments	2014-12-31	$5,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$671,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$661,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$62,543
Net investment gain/loss from pooled separate accounts	2014-12-31	$696,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$355,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,665,199
Contract administrator fees	2014-12-31	$90,301
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	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SEIM JOHNSON, LLP
Accountancy firm EIN	2014-12-31	476097913
2013 : VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$3,819,781
Total of all expenses incurred	2013-12-31	$1,775,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,722,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,381,838
Value of total assets at end of year	2013-12-31	$14,973,826
Value of total assets at beginning of year	2013-12-31	$12,929,319
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$53,045
Total interest from all sources	2013-12-31	$13,657
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$110,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$110,964
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$915,533
Participant contributions at end of year	2013-12-31	$238,263
Participant contributions at beginning of year	2013-12-31	$268,814
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$38,993
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$147,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,044,507
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$14,973,826
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,929,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,055,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,416,716
Value of interest in pooled separate accounts at end of year	2013-12-31	$9,018,975
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$7,529,359
Interest on participant loans	2013-12-31	$7,840
Interest earned on other investments	2013-12-31	$5,817
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$661,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$661,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$836,894
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,476,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$318,555
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$13,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,722,229
Contract administrator fees	2013-12-31	$53,045
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	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SEIM JOHNSON, LLP
Accountancy firm EIN	2013-12-31	476097913
2012 : VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$2,713,242
Total of all expenses incurred	2012-12-31	$2,232,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,186,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,268,098
Value of total assets at end of year	2012-12-31	$12,929,319
Value of total assets at beginning of year	2012-12-31	$12,448,888
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$46,069
Total interest from all sources	2012-12-31	$22,626
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$99,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$99,914
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$907,512
Participant contributions at end of year	2012-12-31	$268,814
Participant contributions at beginning of year	2012-12-31	$221,152
Participant contributions at end of year	2012-12-31	$38,993
Participant contributions at beginning of year	2012-12-31	$32,593
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$55,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$480,431
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,929,319
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$12,448,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,416,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,457,214
Value of interest in pooled separate accounts at end of year	2012-12-31	$7,529,359
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$7,046,722
Interest on participant loans	2012-12-31	$8,148
Interest earned on other investments	2012-12-31	$14,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$661,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$680,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$444,583
Net investment gain/loss from pooled separate accounts	2012-12-31	$878,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$304,800
Employer contributions (assets) at end of year	2012-12-31	$13,581
Employer contributions (assets) at beginning of year	2012-12-31	$11,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,186,742
Contract administrator fees	2012-12-31	$46,069
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	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SEIM JOHNSON, LLP
Accountancy firm EIN	2012-12-31	476097913
2011 : VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$1,158,965
Total of all expenses incurred	2011-12-31	$1,437,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,393,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,235,590
Value of total assets at end of year	2011-12-31	$12,448,888
Value of total assets at beginning of year	2011-12-31	$12,727,075
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$43,998
Total interest from all sources	2011-12-31	$6,950
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$101,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$101,838
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$863,094
Participant contributions at end of year	2011-12-31	$221,152
Participant contributions at beginning of year	2011-12-31	$267,620
Participant contributions at end of year	2011-12-31	$32,593
Participant contributions at beginning of year	2011-12-31	$32,786
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$81,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-278,187
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$12,448,888
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,727,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,457,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,770,880
Value of interest in pooled separate accounts at end of year	2011-12-31	$7,046,722
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$6,901,859
Interest on participant loans	2011-12-31	$6,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$680,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$742,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-204,667
Net investment gain/loss from pooled separate accounts	2011-12-31	$19,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$290,873
Employer contributions (assets) at end of year	2011-12-31	$11,157
Employer contributions (assets) at beginning of year	2011-12-31	$11,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,393,154
Contract administrator fees	2011-12-31	$43,998
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	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	SEIM JOHNSON, LLP
Accountancy firm EIN	2011-12-31	476097913
2010 : VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$2,524,730
Total of all expenses incurred	2010-12-31	$1,185,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,141,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,216,525
Value of total assets at end of year	2010-12-31	$12,727,075
Value of total assets at beginning of year	2010-12-31	$11,388,206
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$44,193
Total interest from all sources	2010-12-31	$7,454
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$71,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$71,089
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$904,725
Participant contributions at end of year	2010-12-31	$267,620
Participant contributions at beginning of year	2010-12-31	$246,891
Participant contributions at end of year	2010-12-31	$32,786
Participant contributions at beginning of year	2010-12-31	$32,995
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$24,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,338,869
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,727,075
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$11,388,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,770,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,176,088
Value of interest in pooled separate accounts at end of year	2010-12-31	$6,901,859
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$6,155,855
Interest on participant loans	2010-12-31	$7,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$742,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$765,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$395,722
Net investment gain/loss from pooled separate accounts	2010-12-31	$833,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$287,055
Employer contributions (assets) at end of year	2010-12-31	$11,448
Employer contributions (assets) at beginning of year	2010-12-31	$10,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,141,668
Contract administrator fees	2010-12-31	$44,193
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	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	SEIM JOHNSON, LLP
Accountancy firm EIN	2010-12-31	476097913

Form 5500 Responses for VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN

2022: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: VISITING NURSE ASSOCIATION OF THE MIDLANDS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

443701

Policy instance

Insurance contract or identification number	443701
Number of Individuals Covered	297
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

443701

Policy instance

Insurance contract or identification number	443701
Number of Individuals Covered	379
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

443701

Policy instance

Insurance contract or identification number	443701
Number of Individuals Covered	491
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

443701

Policy instance

Insurance contract or identification number	443701
Number of Individuals Covered	462
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

443701

Policy instance

Insurance contract or identification number	443701
Number of Individuals Covered	483
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

443701

Policy instance

Insurance contract or identification number	443701
Number of Individuals Covered	446
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

443701

Policy instance

Insurance contract or identification number	443701
Number of Individuals Covered	454
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

443701

Policy instance

Insurance contract or identification number	443701
Number of Individuals Covered	458
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $4,669
Total amount of fees paid to insurance company	USD $3,638
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Broker	USD $4,669
Amount paid for insurance broker fees	3638
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	M HOLDING SECURITIES INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

443701

Policy instance

Insurance contract or identification number	443701
Number of Individuals Covered	444
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $18,705
Total amount of fees paid to insurance company	USD $3,610
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Broker	USD $18,705
Amount paid for insurance broker fees	3610
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	M HOLDING SECURITIES INC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

443701

Policy instance

Insurance contract or identification number	443701
Number of Individuals Covered	436
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $16,179
Total amount of fees paid to insurance company	USD $11,537
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

443701

Policy instance

Insurance contract or identification number	443701
Number of Individuals Covered	428
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $15,318
Total amount of fees paid to insurance company	USD $11,094
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	VISITING NURSE ASSOCIATION OF THE MIDLANDS
Employer identification number (EIN):	470690207
NAIC Classification:	621610
NAIC Description:	Home Health Care Services