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ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROCKY MOUNTAIN INDEPENDENT LIVING, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROCKY MOUNTAIN INDEPENDENT LIVING, INC.
Employer identification number (EIN):471493893
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about ROCKY MOUNTAIN INDEPENDENT LIVING, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2014-07-29
Company Identification Number: 20141461427
Legal Registered Office Address: 2850 McClelland Dr Ste 1900

Fort Collins
United States of America (USA)
80525

More information about ROCKY MOUNTAIN INDEPENDENT LIVING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JOSH ZUIEBACK
0012023-01-01
0012023-01-01JOSH ZUIEBACK
0012022-01-01
0012022-01-01JOSH ZUIEBACK
0012021-01-01
0012021-01-01JOSH ZUIEBACK
0012020-01-01
0012019-01-01
0012018-01-01JOSH ZUIEBACK
0012017-01-01JOSH ZUIEBACK
0012017-01-01
0012016-01-01LISA A. OLSEN
0012015-01-01LISA A. OLSEN
0012014-07-29LISA A. OLSEN

Financial Data on ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$181,671
Expenses. Total of all expenses incurred2023-12-31$1,000
Benefits paid (including direct rollovers)2023-12-31$1,000
Total plan assets at end of year2023-12-31$1,393,972
Total plan assets at beginning of year2023-12-31$1,213,301
Value of fidelity bond covering the plan2023-12-31$121,331
Total contributions received or receivable from participants2023-12-31$1,136
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$180,535
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$180,671
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,393,972
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,213,301
Assets. Value of employer securities2023-12-31$1,380,507
Total contributions received or receivable from employer(s)2023-12-31$0
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$958,913
Expenses. Total of all expenses incurred2022-12-31$5,425
Benefits paid (including direct rollovers)2022-12-31$5,425
Total plan assets at end of year2022-12-31$1,213,301
Total plan assets at beginning of year2022-12-31$259,813
Value of fidelity bond covering the plan2022-12-31$60,000
Total contributions received or receivable from participants2022-12-31$2,500
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$956,413
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$953,488
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,213,301
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$259,813
Assets. Value of employer securities2022-12-31$1,200,650
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$-372,492
Expenses. Total of all expenses incurred2021-12-31$9,120
Benefits paid (including direct rollovers)2021-12-31$9,120
Total plan assets at end of year2021-12-31$259,813
Total plan assets at beginning of year2021-12-31$641,425
Value of fidelity bond covering the plan2021-12-31$64,143
Total contributions received or receivable from participants2021-12-31$2,278
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$-374,770
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-381,612
Net plan assets at end of year (total assets less liabilities)2021-12-31$259,813
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$641,425
Assets. Value of employer securities2021-12-31$244,255
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,818
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$641,425
Total plan assets at beginning of year2020-12-31$638,607
Value of fidelity bond covering the plan2020-12-31$64,142
Total contributions received or receivable from participants2020-12-31$3,524
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$-706
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$2,818
Net plan assets at end of year (total assets less liabilities)2020-12-31$641,425
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$638,607
Assets. Value of employer securities2020-12-31$619,027
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$244,014
Expenses. Total of all expenses incurred2019-12-31$702
Benefits paid (including direct rollovers)2019-12-31$514
Total plan assets at end of year2019-12-31$638,607
Total plan assets at beginning of year2019-12-31$395,295
Value of fidelity bond covering the plan2019-12-31$60,000
Total contributions received or receivable from participants2019-12-31$3,123
Expenses. Other expenses not covered elsewhere2019-12-31$188
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$240,891
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$243,312
Net plan assets at end of year (total assets less liabilities)2019-12-31$638,607
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$395,295
Assets. Value of employer securities2019-12-31$619,748
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-146,311
Expenses. Total of all expenses incurred2018-12-31$2,602
Benefits paid (including direct rollovers)2018-12-31$255
Total plan assets at end of year2018-12-31$395,295
Total plan assets at beginning of year2018-12-31$544,208
Value of fidelity bond covering the plan2018-12-31$60,000
Total contributions received or receivable from participants2018-12-31$6,554
Expenses. Other expenses not covered elsewhere2018-12-31$154
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-152,865
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-148,913
Net plan assets at end of year (total assets less liabilities)2018-12-31$395,295
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$544,208
Assets. Value of employer securities2018-12-31$380,547
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$2,193
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$285,194
Expenses. Total of all expenses incurred2017-12-31$60
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$543,728
Total plan assets at beginning of year2017-12-31$258,594
Value of fidelity bond covering the plan2017-12-31$25,000
Total contributions received or receivable from participants2017-12-31$8,941
Expenses. Other expenses not covered elsewhere2017-12-31$60
Contributions received from other sources (not participants or employers)2017-12-31$91,659
Other income received2017-12-31$184,594
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$285,134
Net plan assets at end of year (total assets less liabilities)2017-12-31$543,728
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$258,594
Assets. Value of employer securities2017-12-31$532,600
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$99,602
Expenses. Total of all expenses incurred2016-12-31$80
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$258,594
Total plan assets at beginning of year2016-12-31$159,072
Value of fidelity bond covering the plan2016-12-31$25,000
Total contributions received or receivable from participants2016-12-31$1,377
Expenses. Other expenses not covered elsewhere2016-12-31$80
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$98,225
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$99,522
Net plan assets at end of year (total assets less liabilities)2016-12-31$258,594
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$159,072
Assets. Value of employer securities2016-12-31$255,900
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$62,887
Expenses. Total of all expenses incurred2015-12-31$140
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$159,072
Total plan assets at beginning of year2015-12-31$96,325
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$140
Contributions received from other sources (not participants or employers)2015-12-31$106,120
Other income received2015-12-31$-43,233
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$62,747
Net plan assets at end of year (total assets less liabilities)2015-12-31$159,072
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$96,325
Assets. Value of employer securities2015-12-31$157,675
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$96,465
Expenses. Total of all expenses incurred2014-12-31$140
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$96,325
Total plan assets at beginning of year2014-12-31$0
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$140
Contributions received from other sources (not participants or employers)2014-12-31$153,957
Other income received2014-12-31$-57,492
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$96,325
Net plan assets at end of year (total assets less liabilities)2014-12-31$96,325
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Assets. Value of employer securities2014-12-31$95,908
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0

Form 5500 Responses for ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN

2023: ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROCKY MOUNTAIN INDEPENDENT LIVING, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-29Type of plan entitySingle employer plan
2014-07-29First time form 5500 has been submittedYes
2014-07-29Submission has been amendedNo
2014-07-29This submission is the final filingNo
2014-07-29This return/report is a short plan year return/report (less than 12 months)Yes
2014-07-29Plan is a collectively bargained planNo
2014-07-29Plan funding arrangement – TrustYes
2014-07-29Plan benefit arrangement - TrustYes

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