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FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameFAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN
Plan identification number 001

FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FAMILY CARE PARTNERS OF NORTHEAST FL, LLC has sponsored the creation of one or more 401k plans.

Company Name:FAMILY CARE PARTNERS OF NORTHEAST FL, LLC
Employer identification number (EIN):542113873
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01DWIGHT MYNATT
0012016-01-01JEFFREY F SCALES JEFFREY F SCALES2017-11-28
0012015-01-01JEFFREY F. SCALES
0012014-01-01JEFFREY F SCALES
0012013-01-01JEFFREY F SCALES JEFFREY F SCALES2014-10-15
0012012-01-01VIRGINIA JOHNSON VIRGINIA JOHNSON2013-10-15
0012011-01-01VIRGINIA JOHNSON
0012009-01-01VIRGINIA JOHNSON
0012009-01-01VIRGINIA JOHNSON
0012009-01-01VIRGINIA JOHNSON

Plan Statistics for FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01356
Total number of active participants reported on line 7a of the Form 55002022-01-01351
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0183
Total of all active and inactive participants2022-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01434
Number of participants with account balances2022-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01454
Total number of active participants reported on line 7a of the Form 55002021-01-01274
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0148
Total of all active and inactive participants2021-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01322
Number of participants with account balances2021-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01330
Total number of active participants reported on line 7a of the Form 55002020-01-01270
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01299
Number of participants with account balances2020-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01367
Total number of active participants reported on line 7a of the Form 55002019-01-01353
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01395
Number of participants with account balances2019-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01370
Total number of active participants reported on line 7a of the Form 55002018-01-01324
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0139
Total of all active and inactive participants2018-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01364
Number of participants with account balances2018-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01396
Total number of active participants reported on line 7a of the Form 55002017-01-01335
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01367
Number of participants with account balances2017-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01322
Total number of active participants reported on line 7a of the Form 55002016-01-01358
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01393
Number of participants with account balances2016-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01386
Total number of active participants reported on line 7a of the Form 55002015-01-01293
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01315
Number of participants with account balances2015-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01350
Total number of active participants reported on line 7a of the Form 55002014-01-01348
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01370
Number of participants with account balances2014-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01285
Total number of active participants reported on line 7a of the Form 55002013-01-01335
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01346
Number of participants with account balances2013-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01220
Total number of active participants reported on line 7a of the Form 55002012-01-01269
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01278
Number of participants with account balances2012-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01240
Total number of active participants reported on line 7a of the Form 55002011-01-01212
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01218
Number of participants with account balances2011-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01264
Total number of active participants reported on line 7a of the Form 55002009-01-01200
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01233
Number of participants with account balances2009-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022 : FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-169,539
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$245,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$212,341
Expenses. Certain deemed distributions of participant loans2022-12-31$1,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$220,917
Value of total assets at end of year2022-12-31$2,082,708
Value of total assets at beginning of year2022-12-31$2,497,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,728
Total interest from all sources2022-12-31$1,047
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$34,402
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$34,402
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$199,833
Participant contributions at end of year2022-12-31$15,261
Participant contributions at beginning of year2022-12-31$24,060
Participant contributions at end of year2022-12-31$15,106
Other income not declared elsewhere2022-12-31$4,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-414,698
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,082,708
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,497,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,693,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,085,662
Interest on participant loans2022-12-31$1,047
Value of interest in common/collective trusts at end of year2022-12-31$358,266
Value of interest in common/collective trusts at beginning of year2022-12-31$387,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-378,928
Net investment gain or loss from common/collective trusts2022-12-31$-51,224
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$21,084
Employer contributions (assets) at end of year2022-12-31$1,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$212,341
Contract administrator fees2022-12-31$31,728
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOWARD & COMPANY, CPA
Accountancy firm EIN2022-12-31470916323
2021 : FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$541,273
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$821,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$763,726
Value of total corrective distributions2021-12-31$20,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$238,588
Value of total assets at end of year2021-12-31$2,497,406
Value of total assets at beginning of year2021-12-31$2,777,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$37,747
Total interest from all sources2021-12-31$1,225
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$30,913
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$30,913
Administrative expenses professional fees incurred2021-12-31$834
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$161,925
Participant contributions at end of year2021-12-31$24,060
Participant contributions at beginning of year2021-12-31$20,925
Other income not declared elsewhere2021-12-31$3,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-280,216
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,497,406
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,777,622
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$2,085,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,990,035
Interest on participant loans2021-12-31$1,225
Value of interest in common/collective trusts at end of year2021-12-31$387,684
Value of interest in common/collective trusts at beginning of year2021-12-31$766,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$201,366
Net investment gain or loss from common/collective trusts2021-12-31$65,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$76,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$763,726
Contract administrator fees2021-12-31$36,913
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31HOWARD & COMPANY, CPAS, P.A.
Accountancy firm EIN2021-12-31470916323
2020 : FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$637,328
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,039,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$968,994
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$34,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$209,706
Value of total assets at end of year2020-12-31$2,777,622
Value of total assets at beginning of year2020-12-31$3,179,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,994
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$3,624
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$30,736
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$30,736
Administrative expenses professional fees incurred2020-12-31$0
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$176,740
Participant contributions at end of year2020-12-31$20,925
Participant contributions at beginning of year2020-12-31$34,839
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$13,509
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$370
Administrative expenses (other) incurred2020-12-31$33,003
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$-402,114
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,777,622
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,179,736
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
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,990,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,432,398
Interest on participant loans2020-12-31$3,624
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$766,662
Value of interest in common/collective trusts at beginning of year2020-12-31$712,499
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$296,501
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$96,391
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$19,457
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$968,994
Contract administrator fees2020-12-31$2,991
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
2019 : FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$850,116
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$650,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$591,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$249,894
Value of total assets at end of year2019-12-31$3,179,736
Value of total assets at beginning of year2019-12-31$2,980,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,158
Total interest from all sources2019-12-31$3,141
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$41,557
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$41,557
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$226,466
Participant contributions at end of year2019-12-31$34,839
Participant contributions at beginning of year2019-12-31$57,479
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other income not declared elsewhere2019-12-31$7
Administrative expenses (other) incurred2019-12-31$59,158
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$199,539
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,179,736
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,980,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,432,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,176,120
Interest on participant loans2019-12-31$3,141
Value of interest in common/collective trusts at end of year2019-12-31$712,499
Value of interest in common/collective trusts at beginning of year2019-12-31$746,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$445,753
Net investment gain or loss from common/collective trusts2019-12-31$109,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$23,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$591,419
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOWARD & COMPANY
Accountancy firm EIN2019-12-31470916323
2018 : FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$721,708
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$315,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$241,505
Value of total corrective distributions2017-12-31$9,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$265,067
Value of total assets at end of year2017-12-31$3,198,259
Value of total assets at beginning of year2017-12-31$2,791,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$63,721
Total interest from all sources2017-12-31$2,934
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$25,586
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$25,586
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$212,958
Participant contributions at end of year2017-12-31$67,707
Participant contributions at beginning of year2017-12-31$70,253
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,714
Other income not declared elsewhere2017-12-31$130
Administrative expenses (other) incurred2017-12-31$63,721
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$406,547
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,198,259
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,791,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,415,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,171,877
Interest on participant loans2017-12-31$2,934
Value of interest in common/collective trusts at end of year2017-12-31$714,812
Value of interest in common/collective trusts at beginning of year2017-12-31$549,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$356,672
Net investment gain or loss from common/collective trusts2017-12-31$71,319
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$39,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$241,505
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HOWARD & COMPANY CPAS, PA
Accountancy firm EIN2017-12-31470916323
2016 : FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$521,804
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$251,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$199,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$307,971
Value of total assets at end of year2016-12-31$2,791,712
Value of total assets at beginning of year2016-12-31$2,521,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,228
Total interest from all sources2016-12-31$3,675
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$32,594
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$32,594
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$277,199
Participant contributions at end of year2016-12-31$70,253
Participant contributions at beginning of year2016-12-31$85,382
Other income not declared elsewhere2016-12-31$106
Administrative expenses (other) incurred2016-12-31$51,228
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$270,585
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,791,712
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,521,127
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$2,171,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,796,124
Interest on participant loans2016-12-31$3,675
Value of interest in common/collective trusts at end of year2016-12-31$549,582
Value of interest in common/collective trusts at beginning of year2016-12-31$639,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$137,258
Net investment gain or loss from common/collective trusts2016-12-31$40,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$30,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$199,991
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 name2016-12-31HOWARD & COMPANY CPAS, PA
Accountancy firm EIN2016-12-31470916323
2015 : FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$392,311
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$542,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$471,447
Expenses. Certain deemed distributions of participant loans2015-12-31$-1,005
Value of total corrective distributions2015-12-31$20,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$389,305
Value of total assets at end of year2015-12-31$2,521,127
Value of total assets at beginning of year2015-12-31$2,670,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$51,434
Total interest from all sources2015-12-31$3,406
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$22,236
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$22,236
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$296,431
Participant contributions at end of year2015-12-31$85,382
Participant contributions at beginning of year2015-12-31$82,659
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$46,424
Other income not declared elsewhere2015-12-31$-160
Administrative expenses (other) incurred2015-12-31$51,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-149,739
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,521,127
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,670,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,796,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,951,410
Interest on participant loans2015-12-31$3,406
Value of interest in common/collective trusts at end of year2015-12-31$639,621
Value of interest in common/collective trusts at beginning of year2015-12-31$636,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-31,071
Net investment gain or loss from common/collective trusts2015-12-31$8,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$46,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$471,447
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HOWARD & COMPANY CPAS, PA
Accountancy firm EIN2015-12-31470916323
2014 : FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$533,443
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$324,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$272,726
Expenses. Certain deemed distributions of participant loans2014-12-31$-3,134
Value of total corrective distributions2014-12-31$3,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$380,214
Value of total assets at end of year2014-12-31$2,670,866
Value of total assets at beginning of year2014-12-31$2,461,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$50,726
Total interest from all sources2014-12-31$2,551
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$91,207
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$91,207
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$330,488
Participant contributions at end of year2014-12-31$82,659
Participant contributions at beginning of year2014-12-31$41,560
Other income not declared elsewhere2014-12-31$-8
Administrative expenses (other) incurred2014-12-31$50,726
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$209,271
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,670,866
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,461,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,951,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,823,649
Interest on participant loans2014-12-31$2,551
Value of interest in common/collective trusts at end of year2014-12-31$636,797
Value of interest in common/collective trusts at beginning of year2014-12-31$596,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$23,784
Net investment gain or loss from common/collective trusts2014-12-31$35,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$49,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$272,726
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HOWARD & COMPANY CPAS,PA
Accountancy firm EIN2014-12-31470916323
2013 : FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$652,855
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$264,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$188,766
Expenses. Certain deemed distributions of participant loans2013-12-31$962
Value of total corrective distributions2013-12-31$28,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$296,339
Value of total assets at end of year2013-12-31$2,461,595
Value of total assets at beginning of year2013-12-31$2,072,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$46,230
Total interest from all sources2013-12-31$1,673
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$83,141
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$83,141
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$253,541
Participant contributions at end of year2013-12-31$41,560
Participant contributions at beginning of year2013-12-31$30,823
Other income not declared elsewhere2013-12-31$17,872
Administrative expenses (other) incurred2013-12-31$46,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$388,707
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,461,595
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,072,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,823,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,536,933
Interest on participant loans2013-12-31$1,673
Value of interest in common/collective trusts at end of year2013-12-31$596,386
Value of interest in common/collective trusts at beginning of year2013-12-31$505,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$196,040
Net investment gain or loss from common/collective trusts2013-12-31$57,790
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$42,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$188,766
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HOWARD & COMPANY CPAS,PA
Accountancy firm EIN2013-12-31470916323
2012 : FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$529,636
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$138,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$31,255
Expenses. Certain deemed distributions of participant loans2012-12-31$4,721
Value of total corrective distributions2012-12-31$63,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$324,293
Value of total assets at end of year2012-12-31$2,072,888
Value of total assets at beginning of year2012-12-31$1,681,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$38,767
Total interest from all sources2012-12-31$1,524
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$49,438
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$49,438
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$256,705
Participant contributions at end of year2012-12-31$30,823
Participant contributions at beginning of year2012-12-31$40,910
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$25,641
Other income not declared elsewhere2012-12-31$-12
Administrative expenses (other) incurred2012-12-31$38,767
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
Value of net income/loss2012-12-31$391,615
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,072,888
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,681,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,536,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,218,675
Interest on participant loans2012-12-31$1,524
Value of interest in common/collective trusts at end of year2012-12-31$505,132
Value of interest in common/collective trusts at beginning of year2012-12-31$421,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$125,886
Net investment gain or loss from common/collective trusts2012-12-31$28,507
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$41,947
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$31,255
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOWARD & COMPANY CPAS,PA
Accountancy firm EIN2012-12-31470916323
2011 : FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT 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$202,819
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$63,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$15,617
Value of total corrective distributions2011-12-31$28,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$229,033
Value of total assets at end of year2011-12-31$1,681,273
Value of total assets at beginning of year2011-12-31$1,542,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,624
Total interest from all sources2011-12-31$1,934
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$5,919
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$200,468
Participant contributions at end of year2011-12-31$40,910
Participant contributions at beginning of year2011-12-31$40,549
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$4,491
Other income not declared elsewhere2011-12-31$230
Administrative expenses (other) incurred2011-12-31$19,624
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$7,542
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$139,176
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,681,273
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,542,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,218,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,458,005
Value of interest in pooled separate accounts at end of year2011-12-31$421,688
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$1,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$30,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-50,748
Net investment gain or loss from common/collective trusts2011-12-31$16,451
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$28,565
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$15,617
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31HOWARD & COMPANY CPAS,PA
Accountancy firm EIN2011-12-31470916323
2010 : FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT 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$415,302
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$76,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,873
Value of total corrective distributions2010-12-31$41,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$249,702
Value of total assets at end of year2010-12-31$1,542,097
Value of total assets at beginning of year2010-12-31$1,202,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$21,064
Total interest from all sources2010-12-31$2,227
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$184,906
Participant contributions at end of year2010-12-31$40,549
Participant contributions at beginning of year2010-12-31$24,303
Participant contributions at end of year2010-12-31$4,491
Participant contributions at beginning of year2010-12-31$4,466
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$40,336
Total non interest bearing cash at end of year2010-12-31$7,542
Total non interest bearing cash at beginning of year2010-12-31$7,542
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$339,289
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,542,097
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,202,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,458,005
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,137,388
Interest on participant loans2010-12-31$1,258
Interest earned on other investments2010-12-31$969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$30,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$28,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$163,373
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$24,460
Employer contributions (assets) at end of year2010-12-31$703
Employer contributions (assets) at beginning of year2010-12-31$703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,873
Contract administrator fees2010-12-31$21,064
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOWARD & COMPAN, CPAS, PA
Accountancy firm EIN2010-12-31470916323
2009 : FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN

2022: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01First time form 5500 has been submittedYes
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FAMILY CARE PARTNERS OF NORTHEAST FLORIDA, LLC EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61250
Policy instance 1
Insurance contract or identification number61250
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-10-03
Total amount of commissions paid to insurance brokerUSD $6,560
Total amount of fees paid to insurance companyUSD $621
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number61250
Policy instance 1
Insurance contract or identification number61250
Number of Individuals Covered119
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,970
Total amount of fees paid to insurance companyUSD $8,289
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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