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HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 401k Plan overview

Plan NameHOSPICE OF THE PIEDMONT, INC. 403(B) PLAN
Plan identification number 001

HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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(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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

HOSPICE OF THE PIEDMONT, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOSPICE OF THE PIEDMONT, INC.
Employer identification number (EIN):521205921
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about HOSPICE OF THE PIEDMONT, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1980-09-16
Company Identification Number: 0209649
Legal Registered Office Address: 675 PETER JEFFERSON PKWY

CHARLOTTESVILLE
United States of America (USA)
22911

More information about HOSPICE OF THE PIEDMONT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CECILIA BABER2023-10-12
0012021-01-01CECILIA BABER2022-10-17
0012020-01-01MARIELLEN HAGY2021-10-12
0012019-01-01MARIELLEN HAGY2020-10-14
0012018-01-01
0012017-01-01MARIELLEN HAGY MARIELLEN HAGY2018-10-09
0012016-01-01
0012015-01-01MARIELLEN HAGY MARIELLEN HAGY2016-10-13
0012014-01-01MARIELLEN HAGY MARIELLEN HAGY2015-10-13
0012013-01-01MARGARET ANDERSON MARGARET ANDERSON2014-07-29
0012012-01-01MARGARET ANDERSON
0012011-01-01MARGARET ANDERSON
0012009-07-01FRED MAUTE

Plan Statistics for HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN

401k plan membership statisitcs for HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN

Measure Date Value
2022: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01215
Total number of active participants reported on line 7a of the Form 55002022-01-01182
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0125
Total of all active and inactive participants2022-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01207
Number of participants with account balances2022-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01221
Total number of active participants reported on line 7a of the Form 55002021-01-01183
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0133
Total of all active and inactive participants2021-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01216
Number of participants with account balances2021-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01239
Total number of active participants reported on line 7a of the Form 55002020-01-01188
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01218
Number of participants with account balances2020-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01206
Total number of active participants reported on line 7a of the Form 55002019-01-01199
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01226
Number of participants with account balances2019-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01198
Total number of active participants reported on line 7a of the Form 55002018-01-01185
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01209
Number of participants with account balances2018-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01206
Total number of active participants reported on line 7a of the Form 55002017-01-01179
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01199
Number of participants with account balances2017-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01193
Total number of active participants reported on line 7a of the Form 55002016-01-01198
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01224
Number of participants with account balances2016-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01157
Total number of active participants reported on line 7a of the Form 55002015-01-01172
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01199
Number of participants with account balances2015-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01131
Total number of active participants reported on line 7a of the Form 55002014-01-01128
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01155
Number of participants with account balances2014-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01128
Total number of active participants reported on line 7a of the Form 55002013-01-01112
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01131
Number of participants with account balances2013-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01154
Total number of active participants reported on line 7a of the Form 55002012-01-01157
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-01161
Total participants2012-01-01161
Number of participants with account balances2012-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01157
Total number of active participants reported on line 7a of the Form 55002011-01-01125
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01149
Number of participants with account balances2011-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01181
Total number of active participants reported on line 7a of the Form 55002009-07-01156
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0135
Total of all active and inactive participants2009-07-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01191
Number of participants with account balances2009-07-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN

Measure Date Value
2022 : HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$81,508
Total of all expenses incurred2022-12-31$445,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$439,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$929,687
Value of total assets at end of year2022-12-31$4,806,901
Value of total assets at beginning of year2022-12-31$5,171,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,043
Total interest from all sources2022-12-31$1,774
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$84,655
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$84,655
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$513,024
Participant contributions at end of year2022-12-31$18,651
Participant contributions at beginning of year2022-12-31$19,706
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$236,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-364,283
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,806,901
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,171,184
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$4,578,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,970,140
Interest earned on other investments2022-12-31$1,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$202,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$167,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-934,608
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$179,724
Employer contributions (assets) at end of year2022-12-31$7,106
Employer contributions (assets) at beginning of year2022-12-31$14,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$439,748
Contract administrator fees2022-12-31$6,043
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31HANTZMON WIEBEL LLP
Accountancy firm EIN2022-12-31540618213
2021 : HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,632,193
Total of all expenses incurred2021-12-31$978,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$973,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,042,343
Value of total assets at end of year2021-12-31$5,171,184
Value of total assets at beginning of year2021-12-31$4,517,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,442
Total interest from all sources2021-12-31$1,520
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$85,469
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$85,469
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$100,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$553,993
Participant contributions at end of year2021-12-31$19,706
Participant contributions at beginning of year2021-12-31$24,841
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$296,343
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$653,954
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,171,184
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,517,230
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$4,970,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,315,679
Interest earned on other investments2021-12-31$1,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$167,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$163,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$502,861
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$192,007
Employer contributions (assets) at end of year2021-12-31$14,318
Employer contributions (assets) at beginning of year2021-12-31$13,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$973,797
Contract administrator fees2021-12-31$4,442
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31HANTZMON WIEBEL LLP
Accountancy firm EIN2021-12-31540618213
2020 : HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,238,959
Total of all expenses incurred2020-12-31$344,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$341,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$728,094
Value of total assets at end of year2020-12-31$4,517,230
Value of total assets at beginning of year2020-12-31$3,623,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,857
Total interest from all sources2020-12-31$1,389
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$52,924
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$52,924
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$521,915
Participant contributions at end of year2020-12-31$24,841
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$34,141
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$893,978
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,517,230
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,623,252
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$4,315,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,535,153
Interest earned on other investments2020-12-31$1,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$163,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$85,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$456,552
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$172,038
Employer contributions (assets) at end of year2020-12-31$13,662
Employer contributions (assets) at beginning of year2020-12-31$2,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$341,124
Contract administrator fees2020-12-31$3,857
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31HANTZMON WIEBEL LLP
Accountancy firm EIN2020-12-31540618213
2019 : HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,160,056
Total income from all sources (including contributions)2019-12-31$1,160,056
Total of all expenses incurred2019-12-31$310,315
Total of all expenses incurred2019-12-31$310,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$306,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$306,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$536,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$536,079
Value of total assets at end of year2019-12-31$3,623,252
Value of total assets at beginning of year2019-12-31$2,773,511
Value of total assets at beginning of year2019-12-31$2,773,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,452
Total interest from all sources2019-12-31$944
Total interest from all sources2019-12-31$944
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$51,125
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$51,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$51,125
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$51,125
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$444,941
Contributions received from participants2019-12-31$444,941
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$463
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$463
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
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$849,741
Value of net income/loss2019-12-31$849,741
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,623,252
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,623,252
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,773,511
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,773,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$3,535,153
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,535,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,695,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,695,364
Interest earned on other investments2019-12-31$944
Interest earned on other investments2019-12-31$944
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$85,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$85,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$78,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$78,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$571,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$571,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$90,675
Contributions received in cash from employer2019-12-31$90,675
Employer contributions (assets) at end of year2019-12-31$2,894
Employer contributions (assets) at end of year2019-12-31$2,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$306,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$306,863
Contract administrator fees2019-12-31$3,452
Contract administrator fees2019-12-31$3,452
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HANTZMON WIEBEL LLP
Accountancy firm name2019-12-31HANTZMON WIEBEL LLP
Accountancy firm EIN2019-12-31540618213
Accountancy firm EIN2019-12-31540618213
2018 : HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$251,063
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$729,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$720,582
Value of total corrective distributions2018-12-31$113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$458,012
Value of total assets at end of year2018-12-31$2,773,511
Value of total assets at beginning of year2018-12-31$3,251,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,354
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$1,426
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$47,534
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$47,534
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$410,419
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$3,706
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$288
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-477,986
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,773,511
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,251,497
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,695,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,051,586
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$1,426
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$78,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$196,027
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-256,197
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
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
Contributions received in cash from employer2018-12-31$47,593
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$178
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$720,582
Contract administrator fees2018-12-31$8,354
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31HANTZMON WIEBEL LLP
Accountancy firm EIN2018-12-31540618213
2017 : HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
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$841,365
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$650,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$642,092
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$368,105
Value of total assets at end of year2017-12-31$3,251,497
Value of total assets at beginning of year2017-12-31$3,060,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,761
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$1,639
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$51,010
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$51,010
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$325,000
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$342,239
Participant contributions at end of year2017-12-31$3,706
Participant contributions at beginning of year2017-12-31$15,015
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,833
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$190,512
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,251,497
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,060,985
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,051,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,799,935
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$1,639
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$196,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$245,180
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$420,611
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
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
Contributions received in cash from employer2017-12-31$18,033
Employer contributions (assets) at end of year2017-12-31$178
Employer contributions (assets) at beginning of year2017-12-31$855
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$642,092
Contract administrator fees2017-12-31$8,761
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31HANTZMON WEIBEL LLP
Accountancy firm EIN2017-12-31540618213
2016 : HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$591,261
Total of all expenses incurred2016-12-31$613,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$605,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$387,139
Value of total assets at end of year2016-12-31$3,060,985
Value of total assets at beginning of year2016-12-31$3,083,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,149
Total interest from all sources2016-12-31$2,934
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$35,143
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$35,143
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$325,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$360,843
Participant contributions at end of year2016-12-31$15,015
Participant contributions at beginning of year2016-12-31$10,913
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,651
Other income not declared elsewhere2016-12-31$198
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-22,655
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,060,985
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,083,640
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$2,799,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,799,167
Interest earned on other investments2016-12-31$2,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$245,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$272,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$165,847
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$19,645
Employer contributions (assets) at end of year2016-12-31$855
Employer contributions (assets) at beginning of year2016-12-31$643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$605,767
Contract administrator fees2016-12-31$8,149
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 name2016-12-31HANTZMON WIEBEL, LLP
Accountancy firm EIN2016-12-31540618213
2015 : HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
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$397,113
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$202,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$193,524
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$437,893
Value of total assets at end of year2015-12-31$3,083,640
Value of total assets at beginning of year2015-12-31$2,888,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,570
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$3,946
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$29,241
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$29,241
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$325,000
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
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$306,792
Participant contributions at end of year2015-12-31$10,913
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$116,372
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$101
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$195,019
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,083,640
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,888,621
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,799,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,570,502
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$3,946
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$272,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$318,119
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-73,967
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$14,729
Employer contributions (assets) at end of year2015-12-31$643
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$193,423
Contract administrator fees2015-12-31$8,570
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31HANTZMON WEIBEL, LLP, CPA'S
Accountancy firm EIN2015-12-31540618213
2014 : HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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$435,429
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$432,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$425,339
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$265,084
Value of total assets at end of year2014-12-31$2,888,621
Value of total assets at beginning of year2014-12-31$2,885,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,466
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$4,866
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$41,141
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$41,141
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$325,000
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
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$235,637
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$102
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$15,546
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$12
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$1,687
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,624
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,888,621
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,885,997
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,570,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,497,915
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$4,866
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$318,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$387,826
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$122,651
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$13,901
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$154
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$425,327
Contract administrator fees2014-12-31$7,466
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HANTZMON WIEBEL LLP
Accountancy firm EIN2014-12-31540618213
2013 : HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$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
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$702,199
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$462,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$453,057
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$257,781
Value of total assets at end of year2013-12-31$2,885,997
Value of total assets at beginning of year2013-12-31$2,646,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,655
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$5,493
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$32,746
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$32,746
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$325,000
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
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$235,965
Participant contributions at end of year2013-12-31$102
Participant contributions at beginning of year2013-12-31$8,718
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,334
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$239,487
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,885,997
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,646,510
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,497,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,251,754
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$5,493
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$387,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$386,038
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$406,179
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$13,482
Employer contributions (assets) at end of year2013-12-31$154
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$453,057
Contract administrator fees2013-12-31$9,655
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31HANTZMON WIEBEL LLP
Accountancy firm EIN2013-12-31540618213
2012 : HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$633,783
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$994,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$961,769
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$312,587
Value of total assets at end of year2012-12-31$2,646,510
Value of total assets at beginning of year2012-12-31$3,006,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,304
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$1,800
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$48,183
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$48,183
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$325,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$301,308
Participant contributions at end of year2012-12-31$8,718
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,664
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$-360,290
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,646,510
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,006,800
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,251,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,807,476
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$1,555
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$199,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$199,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$386,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$271,213
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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
Contributions received in cash from employer2012-12-31$7,615
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$961,769
Contract administrator fees2012-12-31$32,304
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31HANTZMON WIEBEL LLP
Accountancy firm EIN2012-12-31540618213
2011 : HOSPICE OF THE PIEDMONT, INC. 403(B) 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$546,240
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$302,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$302,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$551,466
Value of total assets at end of year2011-12-31$3,006,800
Value of total assets at beginning of year2011-12-31$2,763,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
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$339,210
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$21,526
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$243,708
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,006,800
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,763,092
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$2,807,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,374,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$199,324
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$388,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$388,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,226
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
Contributions received in cash from employer2011-12-31$190,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$302,532
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
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 name2011-12-31HANTZMON WIEBEL LLP
Accountancy firm EIN2011-12-31540618213
2010 : HOSPICE OF THE PIEDMONT, INC. 403(B) 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$699,165
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$419,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$419,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$436,499
Value of total assets at end of year2010-12-31$2,763,092
Value of total assets at beginning of year2010-12-31$2,483,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$60
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$60
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 period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$165,175
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$190,242
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$279,470
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,763,092
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,483,622
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$2,374,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,737,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$388,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$746,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$746,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$262,666
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
Contributions received in cash from employer2010-12-31$81,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$419,635
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

Form 5500 Responses for HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN

2022: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HOSPICE OF THE PIEDMONT, INC. 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered207
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered216
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered218
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered226
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $161
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $161
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered209
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $703
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $703
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered199
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $908
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $908
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBB&T SECURITIES LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered199
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,621
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,621
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBB&T SECURITIES LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered155
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,928
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,928
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBB&T SECURITIES LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered131
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $774
Total amount of fees paid to insurance companyUSD $309
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $701
Amount paid for insurance broker fees280
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameSCOTT & STRINGFELLOW INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered161
Insurance policy start date2012-10-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,521
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Contracts With Unallocated Funds Deposit Administration0
Commission paid to Insurance BrokerUSD $13,268
Insurance broker organization code?3
Insurance broker nameSCOTT & STRINGFELLOW LLC

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