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PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 401k Plan overview

Plan NamePROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN
Plan identification number 001

PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

PROFESSIONAL HOME HEALTH CARE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:PROFESSIONAL HOME HEALTH CARE AGENCY, INC.
Employer identification number (EIN):621016496
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01BRIAN HOOKER2024-01-12 BRIAN HOOKER2024-01-12
0012021-04-01BRIAN HOOKER2023-01-10 BRIAN HOOKER2023-01-10
0012020-04-01BRIAN HOOKER2022-01-06 BRIAN HOOKER2022-01-06
0012019-04-01BRIAN LEBANION2021-01-07 BRIAN LEBANION2021-01-07
0012018-04-01BRIAN LEBANION2020-01-13 BRIAN LEBANION2020-01-13
0012017-04-01BRIAN LEBANION BRIAN LEBANION2019-01-15
0012016-04-01BRIAN LEBANION BRIAN LEBANION2018-07-25
0012016-04-01 BRIAN LEBANION2018-01-16
0012015-04-01BRIAN LEBANION BRIAN LEBANION2017-01-17
0012014-04-01TERESA EPPERSON TERESA EPPERSON2016-01-15
0012013-04-01TERESA EPPERSON TERESA EPPERSON2015-01-29
0012012-04-01TERESA EPPERSON TERESA EPPERSON2014-06-18
0012011-04-01TERESA EPPERSON TERESA EPPERSON2013-02-12
0012010-04-01TERESA EPPERSON TERESA EPPERSON2012-02-15
0012009-04-01TERESA EPPERSON TERESA EPPERSON2011-02-16

Plan Statistics for PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN

401k plan membership statisitcs for PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN

Measure Date Value
2017: PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01149
Total number of active participants reported on line 7a of the Form 55002017-04-0161
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-0122
Total of all active and inactive participants2017-04-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-0183
Number of participants with account balances2017-04-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-018
2016: PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01168
Total number of active participants reported on line 7a of the Form 55002016-04-0171
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-0117
Total of all active and inactive participants2016-04-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-0188
Number of participants with account balances2016-04-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-013
2015: PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01127
Total number of active participants reported on line 7a of the Form 55002015-04-0190
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-0126
Total of all active and inactive participants2015-04-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-011
Total participants2015-04-01117
Number of participants with account balances2015-04-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-0112
2014: PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01129
Total number of active participants reported on line 7a of the Form 55002014-04-01109
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-0113
Total of all active and inactive participants2014-04-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-01122
Number of participants with account balances2014-04-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-0111
2013: PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01116
Total number of active participants reported on line 7a of the Form 55002013-04-0199
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-0125
Total of all active and inactive participants2013-04-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-01124
Number of participants with account balances2013-04-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-0110
2012: PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01124
Total number of active participants reported on line 7a of the Form 55002012-04-01100
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-0115
Total of all active and inactive participants2012-04-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-01115
Number of participants with account balances2012-04-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-0113
2011: PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01142
Total number of active participants reported on line 7a of the Form 55002011-04-01112
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-0110
Total of all active and inactive participants2011-04-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-01122
Number of participants with account balances2011-04-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-018
2010: PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-01141
Total number of active participants reported on line 7a of the Form 55002010-04-01111
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-0121
Total of all active and inactive participants2010-04-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-010
Total participants2010-04-01132
Number of participants with account balances2010-04-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-0134
2009: PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01129
Total number of active participants reported on line 7a of the Form 55002009-04-01118
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-0143
Total of all active and inactive participants2009-04-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-01161
Number of participants with account balances2009-04-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-0117

Financial Data on PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN

Measure Date Value
2018 : PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$0
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total transfer of assets to this plan2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$236,157
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$185,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$152,443
Expenses. Certain deemed distributions of participant loans2018-03-31$0
Value of total corrective distributions2018-03-31$6,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$88,870
Value of total assets at end of year2018-03-31$1,990,647
Value of total assets at beginning of year2018-03-31$1,940,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$26,520
Total income from rents2018-03-31$0
Total interest from all sources2018-03-31$10,232
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$0
Administrative expenses professional fees incurred2018-03-31$0
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$400,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Amount of non-exempt transactions with any party-in-interest2018-03-31$0
Contributions received from participants2018-03-31$88,870
Participant contributions at end of year2018-03-31$167,289
Participant contributions at beginning of year2018-03-31$181,691
Participant contributions at end of year2018-03-31$0
Participant contributions at beginning of year2018-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-03-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$0
Other income not declared elsewhere2018-03-31$-1,753
Administrative expenses (other) incurred2018-03-31$0
Liabilities. Value of operating payables at beginning of year2018-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$50,506
Value of net assets at end of year (total assets less liabilities)2018-03-31$1,990,647
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$1,940,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-03-31$0
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-03-31$0
Investment advisory and management fees2018-03-31$0
Value of interest in pooled separate accounts at end of year2018-03-31$1,653,226
Value of interest in pooled separate accounts at beginning of year2018-03-31$1,592,590
Interest on participant loans2018-03-31$9,281
Income. Interest from loans (other than to participants)2018-03-31$0
Interest earned on other investments2018-03-31$951
Income. Interest from US Government securities2018-03-31$0
Income. Interest from corporate debt instruments2018-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$170,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$165,860
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$0
Net investment gain/loss from pooled separate accounts2018-03-31$138,808
Net investment gain or loss from common/collective trusts2018-03-31$0
Net gain/loss from 103.12 investment entities2018-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31Yes
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$0
Employer contributions (assets) at end of year2018-03-31$0
Employer contributions (assets) at beginning of year2018-03-31$0
Income. Dividends from preferred stock2018-03-31$0
Income. Dividends from common stock2018-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$152,443
Contract administrator fees2018-03-31$26,520
Liabilities. Value of benefit claims payable at beginning of year2018-03-31$0
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$0
Aggregate carrying amount (costs) on sale of assets2018-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2018-03-31271235638
2017 : PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$0
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total transfer of assets to this plan2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total income from all sources (including contributions)2017-03-31$250,342
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$381,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$350,554
Expenses. Certain deemed distributions of participant loans2017-03-31$0
Value of total corrective distributions2017-03-31$4,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$106,608
Value of total assets at end of year2017-03-31$1,940,141
Value of total assets at beginning of year2017-03-31$2,071,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$25,924
Total income from rents2017-03-31$0
Total interest from all sources2017-03-31$11,203
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$0
Administrative expenses professional fees incurred2017-03-31$0
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$400,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Amount of non-exempt transactions with any party-in-interest2017-03-31$0
Contributions received from participants2017-03-31$106,608
Participant contributions at end of year2017-03-31$181,691
Participant contributions at beginning of year2017-03-31$195,802
Participant contributions at end of year2017-03-31$0
Participant contributions at beginning of year2017-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-03-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-03-31$84
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$0
Other income not declared elsewhere2017-03-31$-439
Administrative expenses (other) incurred2017-03-31$0
Liabilities. Value of operating payables at beginning of year2017-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$-131,122
Value of net assets at end of year (total assets less liabilities)2017-03-31$1,940,141
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$2,071,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-03-31$0
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-03-31$0
Investment advisory and management fees2017-03-31$0
Value of interest in pooled separate accounts at end of year2017-03-31$1,592,590
Value of interest in pooled separate accounts at beginning of year2017-03-31$1,581,617
Interest on participant loans2017-03-31$10,386
Income. Interest from loans (other than to participants)2017-03-31$0
Interest earned on other investments2017-03-31$817
Income. Interest from US Government securities2017-03-31$0
Income. Interest from corporate debt instruments2017-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-03-31$165,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-03-31$293,844
Expenses. Payments to insurance carriers foe the provision of benefits2017-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$0
Net investment gain/loss from pooled separate accounts2017-03-31$132,970
Net investment gain or loss from common/collective trusts2017-03-31$0
Net gain/loss from 103.12 investment entities2017-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31Yes
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$0
Employer contributions (assets) at end of year2017-03-31$0
Employer contributions (assets) at beginning of year2017-03-31$0
Income. Dividends from preferred stock2017-03-31$0
Income. Dividends from common stock2017-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$350,470
Contract administrator fees2017-03-31$25,924
Liabilities. Value of benefit claims payable at beginning of year2017-03-31$0
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$0
Aggregate carrying amount (costs) on sale of assets2017-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31BALDWIN CPAS INC
Accountancy firm EIN2017-03-31201416603
2016 : PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$0
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total transfer of assets to this plan2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total income from all sources (including contributions)2016-03-31$205,205
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$131,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$99,438
Expenses. Certain deemed distributions of participant loans2016-03-31$0
Value of total corrective distributions2016-03-31$6,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$210,134
Value of total assets at end of year2016-03-31$2,071,263
Value of total assets at beginning of year2016-03-31$1,997,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$26,054
Total income from rents2016-03-31$0
Total interest from all sources2016-03-31$11,851
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$0
Administrative expenses professional fees incurred2016-03-31$0
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$400,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Amount of non-exempt transactions with any party-in-interest2016-03-31$0
Contributions received from participants2016-03-31$123,035
Participant contributions at end of year2016-03-31$195,802
Participant contributions at beginning of year2016-03-31$219,054
Participant contributions at end of year2016-03-31$0
Participant contributions at beginning of year2016-03-31$193
Income. Received or receivable in cash from other sources (including rollovers)2016-03-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$0
Other income not declared elsewhere2016-03-31$-791
Administrative expenses (other) incurred2016-03-31$0
Liabilities. Value of operating payables at beginning of year2016-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$73,665
Value of net assets at end of year (total assets less liabilities)2016-03-31$2,071,263
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$1,997,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-03-31$0
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-03-31$0
Investment advisory and management fees2016-03-31$0
Value of interest in pooled separate accounts at end of year2016-03-31$1,581,617
Value of interest in pooled separate accounts at beginning of year2016-03-31$1,499,953
Interest on participant loans2016-03-31$10,984
Income. Interest from loans (other than to participants)2016-03-31$0
Interest earned on other investments2016-03-31$867
Income. Interest from US Government securities2016-03-31$0
Income. Interest from corporate debt instruments2016-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-31$293,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-31$278,398
Expenses. Payments to insurance carriers foe the provision of benefits2016-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$0
Net investment gain/loss from pooled separate accounts2016-03-31$-15,989
Net investment gain or loss from common/collective trusts2016-03-31$0
Net gain/loss from 103.12 investment entities2016-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31Yes
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$87,099
Employer contributions (assets) at end of year2016-03-31$0
Employer contributions (assets) at beginning of year2016-03-31$0
Income. Dividends from preferred stock2016-03-31$0
Income. Dividends from common stock2016-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$99,438
Contract administrator fees2016-03-31$26,054
Liabilities. Value of benefit claims payable at beginning of year2016-03-31$0
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$0
Aggregate carrying amount (costs) on sale of assets2016-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31BALDWIN AND ASSOCIATES
Accountancy firm EIN2016-03-31621016496
2015 : PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$0
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total transfer of assets to this plan2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total income from all sources (including contributions)2015-03-31$177,816
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$310,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$276,847
Expenses. Certain deemed distributions of participant loans2015-03-31$0
Value of total corrective distributions2015-03-31$7,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$86,045
Value of total assets at end of year2015-03-31$1,997,598
Value of total assets at beginning of year2015-03-31$2,130,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$25,891
Total income from rents2015-03-31$0
Total interest from all sources2015-03-31$12,440
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$0
Administrative expenses professional fees incurred2015-03-31$0
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$400,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Amount of non-exempt transactions with any party-in-interest2015-03-31$0
Contributions received from participants2015-03-31$97,091
Participant contributions at end of year2015-03-31$219,054
Participant contributions at beginning of year2015-03-31$238,135
Participant contributions at end of year2015-03-31$193
Participant contributions at beginning of year2015-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-03-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$0
Other income not declared elsewhere2015-03-31$-178
Administrative expenses (other) incurred2015-03-31$0
Liabilities. Value of operating payables at beginning of year2015-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$-132,635
Value of net assets at end of year (total assets less liabilities)2015-03-31$1,997,598
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$2,130,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-03-31$0
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-03-31$0
Investment advisory and management fees2015-03-31$0
Value of interest in pooled separate accounts at end of year2015-03-31$1,499,953
Value of interest in pooled separate accounts at beginning of year2015-03-31$1,507,931
Interest on participant loans2015-03-31$11,491
Income. Interest from loans (other than to participants)2015-03-31$0
Interest earned on other investments2015-03-31$949
Income. Interest from US Government securities2015-03-31$0
Income. Interest from corporate debt instruments2015-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-31$278,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-31$292,158
Expenses. Payments to insurance carriers foe the provision of benefits2015-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$0
Net investment gain/loss from pooled separate accounts2015-03-31$79,509
Net investment gain or loss from common/collective trusts2015-03-31$0
Net gain/loss from 103.12 investment entities2015-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31Yes
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$-11,046
Employer contributions (assets) at end of year2015-03-31$0
Employer contributions (assets) at beginning of year2015-03-31$92,009
Income. Dividends from preferred stock2015-03-31$0
Income. Dividends from common stock2015-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$276,847
Contract administrator fees2015-03-31$25,891
Liabilities. Value of benefit claims payable at beginning of year2015-03-31$0
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$0
Aggregate carrying amount (costs) on sale of assets2015-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31BALDWIN CPAS
Accountancy firm EIN2015-03-31201416603
2014 : PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$0
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total transfer of assets to this plan2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total income from all sources (including contributions)2014-03-31$273,003
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$245,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$210,176
Expenses. Certain deemed distributions of participant loans2014-03-31$0
Value of total corrective distributions2014-03-31$9,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$100,164
Value of total assets at end of year2014-03-31$2,038,224
Value of total assets at beginning of year2014-03-31$2,010,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$25,539
Total income from rents2014-03-31$0
Total interest from all sources2014-03-31$13,474
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$0
Administrative expenses professional fees incurred2014-03-31$0
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$400,000
If this is an individual account plan, was there a blackout period2014-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Amount of non-exempt transactions with any party-in-interest2014-03-31$0
Contributions received from participants2014-03-31$93,155
Participant contributions at end of year2014-03-31$238,135
Participant contributions at beginning of year2014-03-31$162,793
Participant contributions at end of year2014-03-31$0
Participant contributions at beginning of year2014-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$0
Other income not declared elsewhere2014-03-31$7,580
Administrative expenses (other) incurred2014-03-31$0
Liabilities. Value of operating payables at beginning of year2014-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$27,317
Value of net assets at end of year (total assets less liabilities)2014-03-31$2,038,224
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$2,010,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-03-31$0
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-03-31$0
Investment advisory and management fees2014-03-31$0
Value of interest in pooled separate accounts at end of year2014-03-31$1,507,931
Value of interest in pooled separate accounts at beginning of year2014-03-31$1,491,166
Interest on participant loans2014-03-31$12,436
Income. Interest from loans (other than to participants)2014-03-31$0
Interest earned on other investments2014-03-31$1,038
Income. Interest from US Government securities2014-03-31$0
Income. Interest from corporate debt instruments2014-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-03-31$292,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-03-31$274,918
Expenses. Payments to insurance carriers foe the provision of benefits2014-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$0
Net investment gain/loss from pooled separate accounts2014-03-31$151,785
Net investment gain or loss from common/collective trusts2014-03-31$0
Net gain/loss from 103.12 investment entities2014-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$7,009
Employer contributions (assets) at end of year2014-03-31$0
Employer contributions (assets) at beginning of year2014-03-31$82,030
Income. Dividends from preferred stock2014-03-31$0
Income. Dividends from common stock2014-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$210,176
Contract administrator fees2014-03-31$25,539
Liabilities. Value of benefit claims payable at beginning of year2014-03-31$0
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$0
Aggregate carrying amount (costs) on sale of assets2014-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Qualified
Accountancy firm name2014-03-31BALDWIN CPAS
Accountancy firm EIN2014-03-31201416603
2013 : PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$0
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total transfer of assets to this plan2013-03-31$0
Total transfer of assets from this plan2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$219,426
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$161,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$132,717
Expenses. Certain deemed distributions of participant loans2013-03-31$0
Value of total corrective distributions2013-03-31$6,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$96,318
Value of total assets at end of year2013-03-31$1,928,877
Value of total assets at beginning of year2013-03-31$1,871,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$22,871
Total income from rents2013-03-31$0
Total interest from all sources2013-03-31$8,618
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-03-31$0
Administrative expenses professional fees incurred2013-03-31$0
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$300,000
If this is an individual account plan, was there a blackout period2013-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Amount of non-exempt transactions with any party-in-interest2013-03-31$0
Contributions received from participants2013-03-31$96,318
Participant contributions at end of year2013-03-31$162,793
Participant contributions at beginning of year2013-03-31$155,283
Participant contributions at end of year2013-03-31$0
Participant contributions at beginning of year2013-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-03-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-03-31$33
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$0
Other income not declared elsewhere2013-03-31$14
Administrative expenses (other) incurred2013-03-31$0
Liabilities. Value of operating payables at beginning of year2013-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$57,583
Value of net assets at end of year (total assets less liabilities)2013-03-31$1,928,877
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$1,871,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-03-31$0
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-03-31$0
Investment advisory and management fees2013-03-31$0
Value of interest in pooled separate accounts at end of year2013-03-31$1,491,166
Value of interest in pooled separate accounts at beginning of year2013-03-31$1,297,695
Interest on participant loans2013-03-31$7,299
Income. Interest from loans (other than to participants)2013-03-31$0
Interest earned on other investments2013-03-31$1,319
Income. Interest from US Government securities2013-03-31$0
Income. Interest from corporate debt instruments2013-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-03-31$274,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-03-31$318,091
Expenses. Payments to insurance carriers foe the provision of benefits2013-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$0
Net investment gain/loss from pooled separate accounts2013-03-31$114,476
Net investment gain or loss from common/collective trusts2013-03-31$0
Net gain/loss from 103.12 investment entities2013-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$0
Employer contributions (assets) at end of year2013-03-31$0
Employer contributions (assets) at beginning of year2013-03-31$100,225
Income. Dividends from preferred stock2013-03-31$0
Income. Dividends from common stock2013-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$132,684
Contract administrator fees2013-03-31$22,871
Liabilities. Value of benefit claims payable at beginning of year2013-03-31$0
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$0
Aggregate carrying amount (costs) on sale of assets2013-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Qualified
Accountancy firm name2013-03-31BALDWIN CPAS
Accountancy firm EIN2013-03-31201416603
2012 : PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$0
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total transfer of assets to this plan2012-03-31$0
Total transfer of assets from this plan2012-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total income from all sources (including contributions)2012-03-31$161,036
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$195,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$175,182
Expenses. Certain deemed distributions of participant loans2012-03-31$0
Value of total corrective distributions2012-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$105,473
Value of total assets at end of year2012-03-31$1,771,135
Value of total assets at beginning of year2012-03-31$1,805,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$20,337
Total income from rents2012-03-31$0
Total interest from all sources2012-03-31$11,176
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$0
Administrative expenses professional fees incurred2012-03-31$0
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$300,000
If this is an individual account plan, was there a blackout period2012-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Amount of non-exempt transactions with any party-in-interest2012-03-31$0
Contributions received from participants2012-03-31$105,473
Participant contributions at end of year2012-03-31$155,349
Participant contributions at beginning of year2012-03-31$217,904
Participant contributions at end of year2012-03-31$0
Participant contributions at beginning of year2012-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-03-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-03-31$34
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-03-31$0
Other income not declared elsewhere2012-03-31$467
Administrative expenses (other) incurred2012-03-31$0
Liabilities. Value of operating payables at beginning of year2012-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$-34,483
Value of net assets at end of year (total assets less liabilities)2012-03-31$1,771,135
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$1,805,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-03-31$0
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-03-31$0
Investment advisory and management fees2012-03-31$0
Value of interest in pooled separate accounts at end of year2012-03-31$1,297,695
Value of interest in pooled separate accounts at beginning of year2012-03-31$1,242,863
Interest on participant loans2012-03-31$9,423
Income. Interest from loans (other than to participants)2012-03-31$0
Interest earned on other investments2012-03-31$1,753
Income. Interest from US Government securities2012-03-31$0
Income. Interest from corporate debt instruments2012-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-03-31$318,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-03-31$254,880
Expenses. Payments to insurance carriers foe the provision of benefits2012-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$0
Net investment gain/loss from pooled separate accounts2012-03-31$43,920
Net investment gain or loss from common/collective trusts2012-03-31$0
Net gain/loss from 103.12 investment entities2012-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31Yes
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$0
Employer contributions (assets) at end of year2012-03-31$0
Employer contributions (assets) at beginning of year2012-03-31$89,971
Income. Dividends from preferred stock2012-03-31$0
Income. Dividends from common stock2012-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$175,148
Contract administrator fees2012-03-31$20,337
Liabilities. Value of benefit claims payable at beginning of year2012-03-31$0
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$0
Aggregate carrying amount (costs) on sale of assets2012-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31BALDWIN CPAS
Accountancy firm EIN2012-03-31201416603
2011 : PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-03-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$0
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total transfer of assets to this plan2011-03-31$0
Total transfer of assets from this plan2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total income from all sources (including contributions)2011-03-31$223,635
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$152,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$119,175
Expenses. Certain deemed distributions of participant loans2011-03-31$0
Value of total corrective distributions2011-03-31$11,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$93,482
Value of total assets at end of year2011-03-31$1,715,647
Value of total assets at beginning of year2011-03-31$1,644,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$21,862
Total income from rents2011-03-31$0
Total interest from all sources2011-03-31$15,370
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-03-31$0
Administrative expenses professional fees incurred2011-03-31$0
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$250,000
If this is an individual account plan, was there a blackout period2011-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Amount of non-exempt transactions with any party-in-interest2011-03-31$0
Contributions received from participants2011-03-31$93,482
Participant contributions at end of year2011-03-31$217,904
Participant contributions at beginning of year2011-03-31$207,239
Participant contributions at end of year2011-03-31$0
Participant contributions at beginning of year2011-03-31$3,580
Income. Received or receivable in cash from other sources (including rollovers)2011-03-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-03-31$46
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-03-31$0
Other income not declared elsewhere2011-03-31$-6,378
Administrative expenses (other) incurred2011-03-31$0
Liabilities. Value of operating payables at beginning of year2011-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$70,657
Value of net assets at end of year (total assets less liabilities)2011-03-31$1,715,647
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$1,644,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-03-31$0
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-03-31$0
Investment advisory and management fees2011-03-31$0
Value of interest in pooled separate accounts at end of year2011-03-31$1,242,863
Value of interest in pooled separate accounts at beginning of year2011-03-31$1,138,485
Interest on participant loans2011-03-31$13,426
Income. Interest from loans (other than to participants)2011-03-31$0
Interest earned on other investments2011-03-31$1,944
Income. Interest from US Government securities2011-03-31$0
Income. Interest from corporate debt instruments2011-03-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-03-31$254,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-03-31$203,522
Expenses. Payments to insurance carriers foe the provision of benefits2011-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$0
Net investment gain/loss from pooled separate accounts2011-03-31$121,161
Net investment gain or loss from common/collective trusts2011-03-31$0
Net gain/loss from 103.12 investment entities2011-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31Yes
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$0
Employer contributions (assets) at end of year2011-03-31$0
Employer contributions (assets) at beginning of year2011-03-31$92,164
Income. Dividends from preferred stock2011-03-31$0
Income. Dividends from common stock2011-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$119,129
Contract administrator fees2011-03-31$21,862
Liabilities. Value of benefit claims payable at beginning of year2011-03-31$0
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$0
Aggregate carrying amount (costs) on sale of assets2011-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-03-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31BALDWIN CPAS
Accountancy firm EIN2011-03-31201416603
2010 : PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN

2017: PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedYes
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedYes
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedYes
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedYes
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2010: PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedYes
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-04-01Plan benefit arrangement - TrustYes
2009: PROFESSIONAL HOME HEALTH CARE AGENCY, INC. 401(K) PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number516227
Policy instance 1
Insurance contract or identification number516227
Number of Individuals Covered83
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $9,061
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,061
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number516227
Policy instance 1
Insurance contract or identification number516227
Number of Individuals Covered117
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $8,812
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,812
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number516227
Policy instance 1
Insurance contract or identification number516227
Number of Individuals Covered122
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $8,520
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,520
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number516227
Policy instance 1
Insurance contract or identification number516227
Number of Individuals Covered124
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $8,534
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,534
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number516227
Policy instance 1
Insurance contract or identification number516227
Number of Individuals Covered115
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $5,965
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,965
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENT SERV
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number516227
Policy instance 1
Insurance contract or identification number516227
Number of Individuals Covered122
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $6,586
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number516227
Policy instance 1
Insurance contract or identification number516227
Number of Individuals Covered132
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $5,679
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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