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HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 401k Plan overview

Plan NameHUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN
Plan identification number 001

HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • 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

HUDSON VALLEY CARE PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:HUDSON VALLEY CARE PARTNERS, LLC
Employer identification number (EIN):510491047
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about HUDSON VALLEY CARE PARTNERS, LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2003-12-30
Company Identification Number: 2993376
Legal Registered Office Address: 182-15 HILLSIDE AVENUE
Ulster
JAMAICA ESTATES
United States of America (USA)
11432

More information about HUDSON VALLEY CARE PARTNERS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DOUGLAS WISSMANN2023-10-10 DOUGLAS WISSMANN2023-10-10
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DOUGLAS WISSMANN DOUGLAS WISSMANN2018-08-02
0012016-01-01DOUGLAS WISSMANN DOUGLAS WISSMANN2017-10-12
0012015-01-01DOUGLAS WISSMANN DOUGLAS WISSMANN2016-10-11
0012014-01-01DOUGLAS WISSMANN DOUGLAS WISSMANN2015-10-15
0012013-01-01DOUGLAS WISSMANN DOUGLAS WISSMANN2014-10-13
0012012-01-01DOUGLAS WISSMANN DOUGLAS WISSMANN2013-10-02
0012011-01-01DOUGLAS WISSMANN DOUGLAS WISSMANN2012-10-13
0012010-01-01DOUGLAS WISSMANN DOUGLAS WISSMANN2011-10-14

Plan Statistics for HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN

401k plan membership statisitcs for HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN

Measure Date Value
2022: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01112
Total number of active participants reported on line 7a of the Form 55002022-01-0181
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0116
Total of all active and inactive participants2022-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0197
Number of participants with account balances2022-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01120
Total number of active participants reported on line 7a of the Form 55002021-01-0191
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01107
Number of participants with account balances2021-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01131
Total number of active participants reported on line 7a of the Form 55002020-01-0196
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01116
Number of participants with account balances2020-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01147
Total number of active participants reported on line 7a of the Form 55002019-01-01110
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01123
Number of participants with account balances2019-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01144
Total number of active participants reported on line 7a of the Form 55002018-01-01125
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01140
Number of participants with account balances2018-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01133
Total number of active participants reported on line 7a of the Form 55002017-01-01123
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01134
Number of participants with account balances2017-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01137
Total number of active participants reported on line 7a of the Form 55002016-01-01115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01126
Number of participants with account balances2016-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01163
Total number of active participants reported on line 7a of the Form 55002015-01-01123
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01133
Number of participants with account balances2015-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01170
Total number of active participants reported on line 7a of the Form 55002014-01-01147
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01158
Number of participants with account balances2014-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01157
Total number of active participants reported on line 7a of the Form 55002013-01-01153
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01166
Number of participants with account balances2013-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01150
Total number of active participants reported on line 7a of the Form 55002012-01-01143
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01149
Number of participants with account balances2012-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01164
Total number of active participants reported on line 7a of the Form 55002011-01-01137
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01145
Number of participants with account balances2011-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01142
Total number of active participants reported on line 7a of the Form 55002010-01-01135
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01140
Number of participants with account balances2010-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN

Measure Date Value
2022 : HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-316,906
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$25,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$25,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$133,942
Value of total assets at end of year2022-12-31$1,751,538
Value of total assets at beginning of year2022-12-31$2,093,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$2,205
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$48,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$48,713
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$300,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$99,360
Participant contributions at end of year2022-12-31$1,771
Participant contributions at beginning of year2022-12-31$4,669
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$34,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-342,149
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,751,538
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,093,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,577,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,956,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$172,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$132,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$132,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-501,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$25,243
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HMM, CPAS LLP
Accountancy firm EIN2022-12-31465416249
2021 : HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$441,273
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$440,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$440,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$114,644
Value of total assets at end of year2021-12-31$2,093,687
Value of total assets at beginning of year2021-12-31$2,093,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$38
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$143,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$143,714
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$300,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$114,644
Participant contributions at end of year2021-12-31$4,669
Participant contributions at beginning of year2021-12-31$2,930
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$279
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,093,687
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,093,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,956,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,807,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$132,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$282,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$282,615
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$38
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$182,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$440,994
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HMM, CPAS LLP
Accountancy firm EIN2021-12-31465416249
2020 : HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$382,828
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$629,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$629,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$120,069
Value of total assets at end of year2020-12-31$2,093,408
Value of total assets at beginning of year2020-12-31$2,340,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$1,173
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$83,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$83,017
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$120,069
Participant contributions at end of year2020-12-31$2,930
Participant contributions at beginning of year2020-12-31$16
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$2,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-246,972
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,093,408
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,340,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,807,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,061,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$282,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$275,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$275,612
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$178,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$629,800
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HMM, CPAS LLP
Accountancy firm EIN2020-12-31465416249
2019 : HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$120
Total income from all sources (including contributions)2019-12-31$568,024
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$453,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$453,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$99,995
Value of total assets at end of year2019-12-31$2,340,380
Value of total assets at beginning of year2019-12-31$2,226,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$6,406
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$77,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$77,568
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$99,995
Participant contributions at end of year2019-12-31$16
Participant contributions at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$120
Total non interest bearing cash at end of year2019-12-31$2,866
Total non interest bearing cash at beginning of year2019-12-31$9,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$114,131
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,340,380
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,226,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,061,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,738,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$275,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$477,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$477,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$384,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$453,893
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HMM, CPAS LLP
Accountancy firm EIN2019-12-31465416249
2018 : HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$120
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$794
Total income from all sources (including contributions)2018-12-31$-13,831
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$33,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$33,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$97,558
Value of total assets at end of year2018-12-31$2,226,369
Value of total assets at beginning of year2018-12-31$2,274,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$7,173
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$115,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$115,573
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$92,395
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$20
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$120
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$794
Total non interest bearing cash at end of year2018-12-31$9,634
Total non interest bearing cash at beginning of year2018-12-31$11,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-46,974
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,226,249
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,273,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,738,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,790,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$477,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$472,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$472,367
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-234,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$33,143
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HMM, CPAS LLP
Accountancy firm EIN2018-12-31465416249
2017 : HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$794
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$442,691
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$12,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$137,895
Value of total assets at end of year2017-12-31$2,274,017
Value of total assets at beginning of year2017-12-31$1,842,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$2,288
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$94,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$94,026
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$137,895
Participant contributions at end of year2017-12-31$20
Participant contributions at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$11,557
Total non interest bearing cash at beginning of year2017-12-31$13,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$430,461
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,273,223
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,842,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,790,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,543,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$472,367
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$285,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$285,423
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$208,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,230
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HMM, CPAS LLP
Accountancy firm EIN2017-12-31465416249
2016 : HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,500
Total income from all sources (including contributions)2016-12-31$271,486
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$761,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$761,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$127,450
Value of total assets at end of year2016-12-31$1,842,762
Value of total assets at beginning of year2016-12-31$2,337,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$275
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$70,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$70,218
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$127,450
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$2,943
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$4,500
Total non interest bearing cash at end of year2016-12-31$13,810
Total non interest bearing cash at beginning of year2016-12-31$12,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-490,356
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,842,762
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,333,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,543,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,883,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$285,423
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$438,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$438,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$73,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$761,842
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HMM, CPAS LLP
Accountancy firm EIN2016-12-31465416249
2015 : HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$151,320
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$74,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$74,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$160,465
Value of total assets at end of year2015-12-31$2,337,618
Value of total assets at beginning of year2015-12-31$2,255,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$42
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$139,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$139,917
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$155,180
Participant contributions at end of year2015-12-31$2,943
Participant contributions at beginning of year2015-12-31$5,144
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,285
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$4,500
Total non interest bearing cash at end of year2015-12-31$12,424
Total non interest bearing cash at beginning of year2015-12-31$9,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$77,238
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,333,118
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,255,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,883,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,827,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$438,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$414,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$414,618
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$42
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-149,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$74,082
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HMM, CPAS LLP
Accountancy firm EIN2015-12-31465416249
2014 : HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$249,974
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$60,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$60,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$147,016
Value of total assets at end of year2014-12-31$2,255,880
Value of total assets at beginning of year2014-12-31$2,066,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$42
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$134,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$134,032
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$147,016
Participant contributions at end of year2014-12-31$5,144
Participant contributions at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$9,013
Total non interest bearing cash at beginning of year2014-12-31$16,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$189,223
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,255,880
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,066,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,827,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,671,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$414,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$378,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$378,909
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$42
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-31,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$60,751
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HMM, CPAS LLP
Accountancy firm EIN2014-12-31465416249
2013 : HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$490,094
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$146,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$146,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$147,585
Value of total assets at end of year2013-12-31$2,066,657
Value of total assets at beginning of year2013-12-31$1,723,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$37
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$90,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$90,900
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$147,585
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$16,327
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$343,385
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,066,657
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,723,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,671,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,364,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$378,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$358,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$358,892
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$251,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$146,709
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HORAN, MARTELLO, MORRONE, P.C.
Accountancy firm EIN2013-12-31112528271
2012 : HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$351,200
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$477,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$477,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$144,919
Value of total assets at end of year2012-12-31$1,723,272
Value of total assets at beginning of year2012-12-31$1,849,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$51
Total interest from all sources2012-12-31$38
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$36,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$36,789
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$144,919
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-126,431
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,723,272
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,849,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,364,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,404,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$358,892
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$444,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$444,819
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$38
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$169,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$477,580
Contract administrator fees2012-12-31$51
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HORAN, MARTELLO, MORRONE, P.C.
Accountancy firm EIN2012-12-31112528271
2011 : HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$145,324
Total loss/gain on sale of assets2011-12-31$2,282
Total of all expenses incurred2011-12-31$65,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$58,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$178,189
Value of total assets at end of year2011-12-31$1,849,703
Value of total assets at beginning of year2011-12-31$1,770,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,437
Total interest from all sources2011-12-31$338
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$53,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$53,598
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$178,189
Participant contributions at end of year2011-12-31$12
Participant contributions at beginning of year2011-12-31$9,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$79,660
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,849,703
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,770,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,404,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,185,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$444,819
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$575,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$575,260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-89,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$58,227
Contract administrator fees2011-12-31$7,437
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$356,761
Aggregate carrying amount (costs) on sale of assets2011-12-31$354,479
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HORAN, MARTELLO, MORRONE, P.C.
Accountancy firm EIN2011-12-31112528271
2010 : HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$323,522
Total loss/gain on sale of assets2010-12-31$2,623
Total of all expenses incurred2010-12-31$157,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$144,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$185,888
Value of total assets at end of year2010-12-31$1,770,043
Value of total assets at beginning of year2010-12-31$1,604,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,929
Total interest from all sources2010-12-31$57
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$21,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$21,122
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$185,888
Participant contributions at end of year2010-12-31$9,127
Participant contributions at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$166,027
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,770,043
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,604,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,185,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,026,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$575,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$577,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$577,104
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$57
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$113,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$144,566
Contract administrator fees2010-12-31$12,929
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$275,744
Aggregate carrying amount (costs) on sale of assets2010-12-31$273,121
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HORAN, MARTELLO, MORRONE, P.C.
Accountancy firm EIN2010-12-31112528271

Form 5500 Responses for HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN

2022: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS 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: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS 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: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS 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: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS 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: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS 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: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS 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: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS 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: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS 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: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HUDSON VALLEY CARE PARTNERS 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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