401k Plan data: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN plan

HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 401k Plan overview

Plan Name	HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN
Plan identification number	001

HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN Benefits

401k Plan Type

Defined 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.
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 ALAMANCE-CASWELL FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC.

Employer identification number (EIN): 561344754

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 PETER BARCUS
001 2015-07-01 PETER BARCUS
001 2014-07-01 PETER BARCUS
001 2013-07-01 PETER BARCUS PETER BARCUS 2015-04-14
001 2012-07-01 PETER BARCUS PETER BARCUS 2014-04-15
001 2011-07-01 CAROLINE DURHAM CAROLINE DURHAM 2013-04-15
001 2009-07-01 PETER BARCUS PETER BARCUS 2011-04-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-07-01
001	2018-07-01
001	2017-07-01
001	2016-07-01	PETER BARCUS
001	2015-07-01	PETER BARCUS
001	2014-07-01	PETER BARCUS
001	2013-07-01	PETER BARCUS	PETER BARCUS	2015-04-14
001	2012-07-01	PETER BARCUS	PETER BARCUS	2014-04-15
001	2011-07-01	CAROLINE DURHAM	CAROLINE DURHAM	2013-04-15
001	2009-07-01	PETER BARCUS	PETER BARCUS	2011-04-15

Plan Statistics for HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN

401k plan membership statisitcs for HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN

Measure Date Value
2019: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 309
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 0
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 0
Number of participants with account balances 2019-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 309
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 194
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 24
Total of all active and inactive participants 2018-07-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 218
Number of participants with account balances 2018-07-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 10
2017: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 283
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 226
Number of retired or separated participants receiving benefits 2017-07-01 31
Number of other retired or separated participants entitled to future benefits 2017-07-01 52
Total of all active and inactive participants 2017-07-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 309
Number of participants with account balances 2017-07-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 14
2016: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 231
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 230
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 53
Total of all active and inactive participants 2016-07-01 283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 283
Number of participants with account balances 2016-07-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 8
2015: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 229
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 190
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 49
Total of all active and inactive participants 2015-07-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 239
Number of participants with account balances 2015-07-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 12
2014: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 223
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 190
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 39
Total of all active and inactive participants 2014-07-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 229
Number of participants with account balances 2014-07-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 10
2013: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 218
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 258
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 38
Total of all active and inactive participants 2013-07-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 296
Number of participants with account balances 2013-07-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 9
2012: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 221
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 201
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 17
Total of all active and inactive participants 2012-07-01 218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 218
Number of participants with account balances 2012-07-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 249
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 206
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 15
Total of all active and inactive participants 2011-07-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 221
Number of participants with account balances 2011-07-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 5
2009: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 175
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 183
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 20
Total of all active and inactive participants 2009-07-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 203
Number of participants with account balances 2009-07-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 2

Measure	Date	Value
2019: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	309
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	0
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	0
Number of participants with account balances	2019-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	309
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	194
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	24
Total of all active and inactive participants	2018-07-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	218
Number of participants with account balances	2018-07-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	10
2017: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	283
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	226
Number of retired or separated participants receiving benefits	2017-07-01	31
Number of other retired or separated participants entitled to future benefits	2017-07-01	52
Total of all active and inactive participants	2017-07-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	309
Number of participants with account balances	2017-07-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	14
2016: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	231
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	230
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	53
Total of all active and inactive participants	2016-07-01	283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	283
Number of participants with account balances	2016-07-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	8
2015: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	229
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	190
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	49
Total of all active and inactive participants	2015-07-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	239
Number of participants with account balances	2015-07-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	12
2014: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	223
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	190
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	39
Total of all active and inactive participants	2014-07-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	229
Number of participants with account balances	2014-07-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	10
2013: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	218
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	258
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	38
Total of all active and inactive participants	2013-07-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	296
Number of participants with account balances	2013-07-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	9
2012: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	221
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	201
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	17
Total of all active and inactive participants	2012-07-01	218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	218
Number of participants with account balances	2012-07-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	249
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	206
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	15
Total of all active and inactive participants	2011-07-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	221
Number of participants with account balances	2011-07-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	5
2009: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	175
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	183
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	20
Total of all active and inactive participants	2009-07-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	203
Number of participants with account balances	2009-07-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	2

Financial Data on HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN

Measure	Date	Value
2020 : HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-01-13	$0
Total transfer of assets from this plan	2020-01-13	$9,463,103
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-13	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-01-13	$0
Total income from all sources (including contributions)	2020-01-13	$1,027,900
Total loss/gain on sale of assets	2020-01-13	$0
Total of all expenses incurred	2020-01-13	$948,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-01-13	$901,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-01-13	$317,981
Value of total assets at end of year	2020-01-13	$0
Value of total assets at beginning of year	2020-01-13	$9,384,124
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-01-13	$47,550
Total interest from all sources	2020-01-13	$7,045
Total dividends received (eg from common stock, registered investment company shares)	2020-01-13	$256,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-01-13	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-01-13	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-01-13	$256,666
Was this plan covered by a fidelity bond	2020-01-13	Yes
Value of fidelity bond cover	2020-01-13	$500,000
If this is an individual account plan, was there a blackout period	2020-01-13	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-01-13	No
Contributions received from participants	2020-01-13	$176,462
Participant contributions at end of year	2020-01-13	$0
Participant contributions at beginning of year	2020-01-13	$228,619
Income. Received or receivable in cash from other sources (including rollovers)	2020-01-13	$100,758
Administrative expenses (other) incurred	2020-01-13	$23,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-13	No
Value of net income/loss	2020-01-13	$78,979
Value of net assets at end of year (total assets less liabilities)	2020-01-13	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-01-13	$9,384,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-01-13	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-01-13	No
Were any leases to which the plan was party in default or uncollectible	2020-01-13	No
Investment advisory and management fees	2020-01-13	$24,175
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-01-13	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-01-13	$9,155,505
Interest on participant loans	2020-01-13	$7,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-01-13	$446,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-01-13	No
Was there a failure to transmit to the plan any participant contributions	2020-01-13	No
Has the plan failed to provide any benefit when due under the plan	2020-01-13	No
Contributions received in cash from employer	2020-01-13	$40,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-01-13	$901,371
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-01-13	Yes
Did the plan have assets held for investment	2020-01-13	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-13	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-01-13	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-01-13	Yes
Opinion of an independent qualified public accountant for this plan	2020-01-13	Disclaimer
Accountancy firm name	2020-01-13	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-01-13	410746749
2019 : HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$1,564,305
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$1,201,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$1,128,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$929,361
Value of total assets at end of year	2019-06-30	$9,384,124
Value of total assets at beginning of year	2019-06-30	$9,020,835
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$72,574
Total interest from all sources	2019-06-30	$10,790
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$405,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$405,100
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$616,978
Participant contributions at end of year	2019-06-30	$228,619
Participant contributions at beginning of year	2019-06-30	$221,820
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$118,829
Administrative expenses (other) incurred	2019-06-30	$44,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$363,289
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$9,384,124
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$9,020,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$28,400
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$9,155,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$8,799,015
Interest on participant loans	2019-06-30	$10,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$219,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$193,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$1,128,442
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-06-30	410746749
2018 : HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,752,098
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$428,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$362,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,070,123
Value of total assets at end of year	2018-06-30	$9,020,835
Value of total assets at beginning of year	2018-06-30	$7,697,458
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$66,454
Total interest from all sources	2018-06-30	$8,770
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$292,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$292,026
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$626,742
Participant contributions at end of year	2018-06-30	$221,820
Participant contributions at beginning of year	2018-06-30	$165,169
Participant contributions at end of year	2018-06-30	$0
Participant contributions at beginning of year	2018-06-30	$2,061
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$201,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,323,377
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$9,020,835
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$7,697,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$8,799,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$7,528,229
Interest on participant loans	2018-06-30	$8,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$381,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$241,448
Employer contributions (assets) at end of year	2018-06-30	$0
Employer contributions (assets) at beginning of year	2018-06-30	$1,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$362,267
Contract administrator fees	2018-06-30	$66,454
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2018-06-30	410746749
2017 : HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$2,171,820
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$1,046,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,010,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,219,365
Value of total assets at end of year	2017-06-30	$7,697,458
Value of total assets at beginning of year	2017-06-30	$6,572,090
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$36,087
Total interest from all sources	2017-06-30	$7,154
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$199,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$199,224
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$632,226
Participant contributions at end of year	2017-06-30	$165,169
Participant contributions at beginning of year	2017-06-30	$192,981
Participant contributions at end of year	2017-06-30	$2,061
Participant contributions at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$315,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,125,368
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$7,697,458
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$6,572,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$7,528,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$6,379,109
Interest on participant loans	2017-06-30	$7,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$746,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$272,099
Employer contributions (assets) at end of year	2017-06-30	$1,999
Employer contributions (assets) at beginning of year	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,010,365
Contract administrator fees	2017-06-30	$36,087
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2017-06-30	410746749
2016 : HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$854,717
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$438,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$394,805
Value of total corrective distributions	2016-06-30	$236
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$798,919
Value of total assets at end of year	2016-06-30	$6,572,090
Value of total assets at beginning of year	2016-06-30	$6,155,684
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$43,270
Total interest from all sources	2016-06-30	$6,429
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$316,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$316,885
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$582,070
Participant contributions at end of year	2016-06-30	$192,981
Participant contributions at beginning of year	2016-06-30	$149,005
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$20,487
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$9,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$416,406
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$6,572,090
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$6,155,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$1,736
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$6,379,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$5,804,665
Interest on participant loans	2016-06-30	$6,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$173,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$173,572
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$133
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-267,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$207,043
Employer contributions (assets) at end of year	2016-06-30	$0
Employer contributions (assets) at beginning of year	2016-06-30	$7,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$394,805
Contract administrator fees	2016-06-30	$41,534
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2016-06-30	410746749
2015 : HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$898,311
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$872,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$834,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$718,001
Value of total assets at end of year	2015-06-30	$6,155,684
Value of total assets at beginning of year	2015-06-30	$6,129,497
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$37,364
Total interest from all sources	2015-06-30	$6,985
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$296,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$296,910
Administrative expenses professional fees incurred	2015-06-30	$37,364
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$484,965
Participant contributions at end of year	2015-06-30	$149,005
Participant contributions at beginning of year	2015-06-30	$150,920
Participant contributions at end of year	2015-06-30	$20,487
Participant contributions at beginning of year	2015-06-30	$18,175
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$84,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$26,187
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$6,155,684
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$6,129,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$5,804,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$5,759,186
Interest on participant loans	2015-06-30	$6,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$173,572
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$201,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$201,216
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$47
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-123,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$148,938
Employer contributions (assets) at end of year	2015-06-30	$7,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$834,760
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	CLIFTON LARSON ALLEN LLP
Accountancy firm EIN	2015-06-30	410746749
2014 : HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$1,595,478
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$540,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$502,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$717,106
Value of total assets at end of year	2014-06-30	$6,129,497
Value of total assets at beginning of year	2014-06-30	$5,074,166
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$37,156
Total interest from all sources	2014-06-30	$5,702
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$176,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$176,046
Administrative expenses professional fees incurred	2014-06-30	$37,156
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$512,867
Participant contributions at end of year	2014-06-30	$150,920
Participant contributions at beginning of year	2014-06-30	$139,582
Participant contributions at end of year	2014-06-30	$18,175
Participant contributions at beginning of year	2014-06-30	$17,296
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$2,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$1,055,331
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$6,129,497
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$5,074,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$5,759,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$4,615,223
Interest on participant loans	2014-06-30	$5,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$201,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$294,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$294,435
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$57
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$696,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$202,171
Employer contributions (assets) at end of year	2014-06-30	$0
Employer contributions (assets) at beginning of year	2014-06-30	$7,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$502,991
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2014-06-30	410746749
2013 : HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$1,323,478
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$163,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$133,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$739,895
Value of total assets at end of year	2013-06-30	$5,074,166
Value of total assets at beginning of year	2013-06-30	$3,914,438
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$29,839
Total interest from all sources	2013-06-30	$4,021
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$140,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$140,620
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$486,485
Participant contributions at end of year	2013-06-30	$139,582
Participant contributions at beginning of year	2013-06-30	$67,327
Participant contributions at end of year	2013-06-30	$17,296
Participant contributions at beginning of year	2013-06-30	$19,369
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$63,297
Administrative expenses (other) incurred	2013-06-30	$29,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$1,159,728
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$5,074,166
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$3,914,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$4,615,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$3,541,078
Interest on participant loans	2013-06-30	$3,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$294,435
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$276,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$276,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$68
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$438,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$190,113
Employer contributions (assets) at end of year	2013-06-30	$7,630
Employer contributions (assets) at beginning of year	2013-06-30	$10,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$133,911
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	STOUT STUART MCGOWEN & KING LLP
Accountancy firm EIN	2013-06-30	561037874
2012 : HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$3,697
Total income from all sources (including contributions)	2012-06-30	$719,284
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$346,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$323,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$725,744
Value of total assets at end of year	2012-06-30	$3,914,438
Value of total assets at beginning of year	2012-06-30	$3,545,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$23,108
Total interest from all sources	2012-06-30	$1,445
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$80,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$80,201
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$3,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$478,507
Participant contributions at end of year	2012-06-30	$67,327
Participant contributions at beginning of year	2012-06-30	$7,312
Participant contributions at end of year	2012-06-30	$19,369
Participant contributions at beginning of year	2012-06-30	$1,375
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$21,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$3,697
Administrative expenses (other) incurred	2012-06-30	$23,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$372,550
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$3,914,438
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$3,541,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$3,541,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$3,292,807
Interest on participant loans	2012-06-30	$1,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$276,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$244,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$244,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$83
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-88,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$225,358
Employer contributions (assets) at end of year	2012-06-30	$10,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$323,626
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	STOUT STUART MCGOWEN & KING LLP
Accountancy firm EIN	2012-06-30	561037874
2011 : HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$3,697
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$38,186
Total income from all sources (including contributions)	2011-06-30	$1,190,930
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$343,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$324,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$591,576
Value of total assets at end of year	2011-06-30	$3,545,585
Value of total assets at beginning of year	2011-06-30	$2,732,795
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$19,059
Total interest from all sources	2011-06-30	$127
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$65,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$65,162
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$3,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$364,969
Participant contributions at end of year	2011-06-30	$7,312
Participant contributions at beginning of year	2011-06-30	$0
Participant contributions at end of year	2011-06-30	$1,375
Participant contributions at beginning of year	2011-06-30	$13,503
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$23,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-06-30	$3,697
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-06-30	$38,186
Administrative expenses (other) incurred	2011-06-30	$19,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$847,279
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$3,541,888
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,694,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$3,292,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$2,416,228
Interest on participant loans	2011-06-30	$127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$244,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$292,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$292,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$534,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$203,044
Employer contributions (assets) at beginning of year	2011-06-30	$10,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$324,592
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	Yes
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	STOUT STUART MCGOWEN & KING LLP
Accountancy firm EIN	2011-06-30	561037874
2010 : HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN

2019: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	Yes
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC. 403(B) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HOSPICE OF ALAMANCE-CASWELL FOUNDATION, INC.
Employer identification number (EIN):	561344754
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations